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While planners may know what different client segments they serve, too often they arent using that information to change their practices accordingly, says Matt Matrisian, director of practice management for Genworth Financial Wealth Management.
February 27 -
LPL Financial has appointed Joan Khoury, a former Merrill Lynch Wealth Management executive, to the role of managing director and chief marketing officer.
February 27
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The Dow Jones Industrial Average trimmed off 1.74 points to close at 12,982.95 Friday while the Nasdaq and S&P 500 added 6.77 points and 2.28 points, respectively.
February 24 -
Wells Fargo picked up two new financial advisors this week with the hiring of Jennifer Suleman from Morgan Stanley Smith Barney and Randal Keeth from Raymond James & Associates.
February 24 -
That amounts to two-thirds of the value gained in the past year. And was driven by interest in and appreciation of...domestic stocks.
February 24 -
That amounts to two-thirds of the value gained in the past year. And was driven by interest in and appreciation of domestic stocks.
February 24 -
Dennis Sugino, president and co-founder Marina Del Rey, Calif.-based Cliffwater LLC, is retiring, as part of changes in the ownership structure of the alternative investment consulting firm.
February 24 -
Market Vectors, the exchange traded product arm of Van Eck Global, has launched a new exchange traded fund designed to tap into the growing oil and natural gas sector.
February 24 -
Aneser Named Chief Marketer at Lincoln; PIMCO Announces New Managing Directors; Pyramis Hires Jones as New CEO; SGSS Appoints Werthmann Sr. Relationship Manager
February 24 -
PIMCO Makes a Push into Equities; Credit Suisse Suspends High Volatility ETN; SEC Widens Probe of ETFs
February 24 -
This week, the age of the actively managed exchange-traded fund officially debuts.
February 24 -
Hungry for healthier returns, more mutual funds are investing in commodities, commodity futures, swaps and options.
February 24 -
FINRA is seeking input regarding changes it is weighing with respect to BrokerCheck. The proposed changes prompted a swift and strong response from readers on Financial Plannings discussion boards.
February 24 -
On Feb. 14, Vanguard's 64,000 Facebook fans received virtual candy hearts with the messages:
February 24 -
This is the week that actively managed exchange-traded funds get their biggest booster shot since they first arrived, less than five years ago.
February 24 -
Harris myCFO has hired Leslie Grant as vice president, a role in which shell be responsible for capital advisory services and custom banking solutions for clients.
February 24 -
The new regulations follow a model that the North American Securities Administrators Association passed in December.
February 24 -
Great Plains Financial Group looks to grow its business by working with broker-dealer and RIA Securities America.
February 24 -
Mark Luschini, chief investment strategist at Janney Montgomery Scott, says a diversified portfolio of dividend-paying stocks can help investors meet todays expenses as well as those to come in the years ahead.
February 24 -
State Streets SPDR Morgan Stanley Technology ETF MTK announced that it had received a $108,328 payment from a class action settlement related to Juniper Networks, Inc. The SPDR has slightly more than 2.7 million shares outstanding, meaning that the payment will translate into just over 4 cents of gain per share.
February 24
