Subject Root Tag

Firms aren't done with their acquisitions for the year yet, as evidenced by Schroder Investment Management North America's deal.

The Charles Schwab Corp. has closed its acquisition of ThomasPartners.

The Financial Services Institute is calling on the leaders of a Senate committee to pass a resolution expressing the "sense of the Congress" that the current tax system includes valuable incentives that encourage Americans to save for retirement and should be preserved.

As clients get into the holiday spirit, too many are not making smart decisions about the gifts they purchase. Many clients see gift-giving as a chore, and as a result, are hasty in making purchases. While this may be natural in a task-oriented society, clients should consider transforming their giving from just stuff – opened today, forgotten tomorrow – to gifts that benefit the recipients and themselves long after the tinsel and bows have been swept away.

In a round of fall hiring, the firm added eight advisors with a total of $6.4 million in production.

Morningstar today reported that stock mutual funds shed another $14.1 billion in November and are on pace to surpass 2008’s record outflow of $96.7 billion.

Arden Asset Management has expanded its offerings of customized hedge fund solutions.

As the global economies continue to become more diverse and interlinked, so do the needs of wealthy and worldly clients.

Putnam Investments has created a new, dedicated Defined Contribution Investment-Only website to further bolster its DCIO business.

Family Wealth Services includes investment, banking, wealth transfer and legacy planning capabilities as well as wealth management strategies that incorporate generational differences, family diversity, and overall family goals and values.

AdvisorShares today officially announced that the Pring Turner Business Cycle ETF will open for trading on Wednesday, December 19.

The same things that make women great financial advisors also tend to hinder them in terms of their own career growth, argues recruiter Mindy Diamond. Here’s how to be smarter about your practice.

BlackRock is putting the "i" into iShares.

Independent investment advisory firm CapWealth Advisors today named Phoebe Venable president and chief operating officer.

For several months hedge funds have been accused of luring top talent away from banks and other financial institutions. This is partially due to the fact that banks are not what they used to be; the salary, stability and bonus packages have greatly decreased. Hedge funds have been more than welcome to fill the void.

the move from a defined benefit world to a defined contribution world “is unlikely to reduce retirement preparedness.”

The good news for the merger and acquisitions market in 2012? Corporate profit margins have soared.

Fiscal cliff? What fiscal cliff?

With more incentive and interactive employer education, millennial workers indicate in new survey that they prioritize retirement savings.

The lingering effects of the recession, increased health care costs, and uncertainty from the federal government hang over states even as many expect to see revenue collections and spending levels increase in the coming year.