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Federated Investors has added $4.4 billion in assets by acquiring four Fifth Third money market funds and merging them into four existing Federated money market funds.
September 11 -
Herb Morgan has a good barometer to tell how hot the market for exchange-traded funds is getting.
September 11 -
The recent Berkshire Hathaway trade, sound technicals and a recent industry move to standardize contracts might increase interest in muni credit default swaps, which has suffered from apathy on the part of investors and a lack of price volatility to attract traders.
September 11 -
Streamlining and cross-selling initiatives are aimed at creating a simpler company that is more in touch with its customers, Thompson tells investors at Barclays conference.
September 11 -
LearnVest, a financial management website built as an electronic financial advisor for mass market investors, will announce Tuesday morning it is now a registered investment advisor and will be hiring more advisors in the coming months.
September 11 -
Herb Morgan has a good barometer to tell how hot the market for exchange-traded funds is getting.
September 11 -
Insurance is an important part of all your clients' financial plans. The current controversy surrounding Michael Jackson's estate and litigation serves as a stark reminder to your clients to be careful and make full disclosure so their heirs don't have to face a lawsuit over an insurance claim when they die.
September 10
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Federated Investors has added $4.4 billion in assets from four Fifth Third money market funds into four existing Federated money market funds.
September 10 -
To become more successful, most small business owners must begin by acknowledging all of the areas in which their business falls short. For independent advisors, and many entrepreneurs, this can be a tough thing to assess. Never fear: Four key custodians offer four simple ways to improve your business.
September 10 -
The Dow Jones Industrial Average sawed off 52.35 points Monday to finish at 13,254.29 while the Nasdaq and S&P 500 lost 32.40 points and 8.84 points, respectively.
September 10 -
Preparation is the key to a successful audit. The following guidelines will help your firm smoothly navigate the regulatory audit process and manage any possible surprises.
September 10 -
A spate of new hires from Wells Fargo accompanies the opening of Benjamin Edward's 26th office in Northfield, N.J.
September 10 -
BlackRock is cutting fees for its large exchange-traded funds next quarter in response to pricing pressure from the Vanguard Group, Bloomberg reports.
September 10 -
Dimensional Fund Advisor has made its way onto Paychexs Open Fund Select and Advisor Select platforms. Paychex provides of payroll, human resource, and benefits outsourcing services, including 401(k) plan recordkeeping, for small- to medium-sized businesses.
September 10 -
Denver-based ALPS Fund Services, Inc. has launched two large-cap Exchange-Traded Fund (ETF) index funds that will invest in an index of three ETFS that track the S&P 500 (SPX) and two volatility indices pegged off the S&P 500 Market Volatility Index (VIX).
September 10 -
ING has launched a new program called The Opportunity to Articulate Your Value in effort to help advisors stay on top of rapid changes in regulations and compensation in the retirement space.
September 10 -
Even with Wall Street and consumer advocates allied in pushing for it, a U.S. Securities and Exchange Commission proposal to raise standards for brokers advising retail investors has run aground.
September 10 -
Bank advisors often say the biggest benefit of this channel is the constant stream of potential clients-but are they really leveraging that?
September 10 -
Over the next 10 years, advisors will help their clients facilitate the largest wealth transfer in the history of our nation's history and charitable planning will become an increasingly larger and more important part of that service.
September 10 -
JHS Capital Advisors, a Tampa, Fla., registered investment advisor, announced Monday that it has hired Tim Forsman as a senior vice president of fixed income investments.
September 10





