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Speaker of the House John Boehner said Tuesday that House Republicans would introduce a bill to raise tax rates for millionaires as a Plan B in case his negotiations with President Obama on averting the fiscal cliff fail to produce an agreement.
December 19 -
All of a sudden, everyone wants to give the retail investor a break.
December 19 -
Asset managers are largely using social media to promote their brands, according to the latest research from Cerulli Associates.
December 19 -
Cornerstone Advisors has selected SEI to launch a series of multi-manager mutual funds through SEI's Advisors' Inner Circle (AIC) Fund series trust offering.
December 19 -
Municipal experts say 2012 turned out to be a banner year for municipal bonds as both demand and mutual fund inflows were strong and the market hit record levels.
December 19 -
Cornerstone Advisors has selected SEI to launch a series of multi-manager mutual funds through SEI's Advisors' Inner Circle (AIC) Fund series trust offering.
December 18 -
State Street Global Advisors is prepping three new SPDR exchange-traded funds to launch early next year.
December 18 -
Regardless of gender, advisors are always looking for ways to find new clients, manage their pratice, improve their technology, meet special sets of client needs, and more. On Monday, more than 100 advisors descended on the Women Advisors Forum in Boston Monday to hear speakers from throughout the profession offer important advice. Check out six smart things we heard.
December 18 -
Asset managers are largely using social media to promote their brands, according to the latest research from Cerulli Associates.
December 18 -
Investors wanting in on one Eaton Vance Management fund better buy up now.
December 18 -
The Board of Trustees of the Direxion Shares ETF Trust has decided to liquidate and shutter three exchange-traded funds because of their inability to attract sufficient investment assets.
December 18 -
President Obama lowered his tax revenue demand by $200 billion and offered to start tax rate increases at $400,000 in income instead of $250,000, moving closer to a budget deal with House Speaker John Boehner.
December 18 -
More than 100 advisors descended on the Women Advisors Forum in Boston Tuesday to hear speakers from throughout the profession offer advice on finding new clients, managing a practice, intelligent technology use, meeting special sets of client needs and more.
December 18 -
Only two weeks remain in 2012 and the fiscal cliff is still cause for alarm among many investors. And yet, it may not be that bad. One equities expert expects a short term deal to blunt the fiscal pain, coupled with an agreement to come back next year to deal with tax and entitlement reform.
December 18 -
The largest exchange-traded fund tracking municipal bonds traded at a discount to its underlying assets for the first time since July as states and cities flooded the market with the most borrowing in six months.
December 18 -
All of a sudden, everyone wants to give the retail investor a break.
December 18 -
BNY Mellon Wealth Management named Tracy Tuens, a seven-year veteran of Wells Fargo Bank, to a newly created position as senior sales director for the firms Family Office and Advisor Solutions group.
December 17 -
Barclays has brought on directors in New York and San Francisco.
December 17 -
Go online or contact your Human Resources department now and request an increase in your salary deferral, beginning with your first paycheck in January, advises Matthew Illian, a planner with Marotta Wealth Management in Charlottesville, Virginia. The people there will appreciate the advance notice.
December 17 -
Four successful, multi-million dollar female financial advisors shared their stories of elusive clients at the Women Advisors Forum in Boston on Monday.
December 17




