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Research tells us that 90% of heirs will reject their parents’ advisors, and 70% of widows will change advisors after their husband’s death. Can you afford that level of loss?

Perhaps Matthew Lemieux, research analyst at Lipper, sums up best the damage Superstorm Sandy has wrought on the mutual fund and ETF space.

Charles Schwab has launched the Schwab Advisor Center app for the iPad available for download. Advisors will now be able to access key client data such as balances, positions, and transactions from their iPads.

The fate of the municipal tax exemption is a major concern as the election approaches.

After 28 straight weeks of inflows to muni bond funds, the market saw outflow for the week ended Oct. 31. Funds that report their flows weekly recorded outflows of $123 million for the week ended Oct. 31, Lipper FMI numbers show.

Charles Schwab has launched the Schwab Advisor Center app for the iPad available for download. Advisors will now be able to access key client data such as balances, positions, and transactions from their iPads.

Your website should tell prospective customers a number of things: services and philosophy, investment methodology, financial planning expertise ... and technological savvy.

Amid the abrupt resignation of CFP Board chairman Alan Goldfarb and allegations of improper disclosure, veteran planner Nancy Kistner takes over leadership of the organization.

Alleged violation centers on how his compensation was reported, he tells Financial Planning.; CFP Board says Goldfarb ‘is not correct’

Perhaps Matthew Lemieux, research analyst at Lipper, sums up best the damage Superstorm Sandy has wrought on the mutual fund and ETF space.

ProShares is readying a merger arbitrage exchange-traded fund to launch sometime in January, according to a Securities and Exchange Commission filing.

The Pa.-based community bank generated $8 million in revenue from wealth management in the third quarter, up 31.1% from $6.1 million in the same period last year.

Franklin Templeton Investments' parent Franklin Resources has effectively expanded its alternatives offerings.

Look for more flexible offerings from MFS Investment Management thanks to new funds in its target date suite.

Going into November with elections right around the corner, millionaire households listed what was worrying them most in planning for their financial futures.

Two members of CFP Board’s disciplinary and ethics commission also resigned; chairwoman-elect Kistner will start her term early.

The Epiphany Funds Trust has appointed Mutual Shareholder Services as its transfer agent, administrator and fund accounting firm effective November 1, according to a Securities and Exchange Commission filing.

All wealth management firms have generally the same commission structure: bigger producers keep more—and it works. Yet, this is the opposite of our tax structure.

Henderson Global Investors is liquidating two international equity funds in December.

But the increase comes from the fact that more banks began reporting for the first time— an apples-to-apples comparison is not so rosy.