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Fidelity Investments is now offering a free version of its WealthCentral customer relationship and portfolio management platform for the iPad.

Americans overall aren’t saving enough for retirement, and as a group, women especially seem not to be prepared. Only 8% of women workers believe that they’re building a large enough retirement fund for themselves, according to a new study.

This week, IRA expert Ed Slott answers questions from people concerned about the details surrounding inherited IRAs and distribution options.

Advisors can run taxable gain thresholds, estimate the tax implications of certain trades, harvest tax losses and continually monitor portfolios.

Speculation about widespread municipal credit defaults and bankruptcies sent them running from the tax-exempt market early in the year. Now as 2012 gets under way, mom-and-pop investors are back and looking to glean some of the performance that made the sector shine in the fourth quarter of 2011.

Bank holding companies earned a record $2.26 billion from the sale of annuities in the first three quarters of 2011, up from $1.84 billion, or 22.6%, from the year-ago period.

It's time to think about accelerating clients’ income for 2012 in anticipation of higher taxes for 2013 and beyond, according to the founder of one of the nation’s largest RIAs.

The world's largest asset management firm will be the first company to list securities on a BATS Global Markets electronic venue that now competes for listings on the New York Stock Exchange and Nasdaq Stock Market.

The world's largest asset management firm will be the first company to list securities on a BATS Global Markets electronic venue that now competes for listings on the New York Stock Exchange and Nasdaq Stock Market.

Spending on hardware, software and communications gear is expected to grow by more than 5% this year. Here's a snapshot look at the Gartner’s forecast for 2012.

Spending on hardware, software and communications all is expected to grow by more than 5% this year, in the latest Gartner forecasts. Is this the year that not just trading firms, but companies of all stripes get bullish on technology spending, again? Here's a snapshot look at the consulting firm's prognostication.

The Dow Jones Industrial Average trimmed 13 points to finish at 12,449.45 while tech stocks continued their recent resurgence on the heels of a pair of encouraging economic reports.

Equity funds saw outflows of $9.4 billion for the week of Jan. 4, 2012, according to numbers released by the Investment Company Institute.

How investors go about making decisions in uncertain and volatile markets can have long-lasting implications, especially when bias and emotion enter in. The field of behavioral finance has shown that human beings can’t be presumed to take the most logical, rational approach to investing. So if not logic, just what is affecting our decisions? A recent report from Robert W. Baird & Co.’s Private Wealth Management Research team outlines psychological and social factors that affect how we make financial decisions. Be aware of these factors to help you avoid some psychological pitfalls that regularly affect professional and amateur investors alike. Source: Robert W. Baird & Co.’s Private Wealth Management Research

Schwab Retirement Plan Services already serves 1.5 million workers saving for retirement, but hopes that its new Schwab Index Advantage service will increase participation even more by demystifying the 401(K) saving process.

UBS Wealth Management Americas has hired two financial advisor teams from Morgan Stanley Smith Barney in New Jersey and California.

A federal arbitration panel has fined the brokerage firm Morgan Keegan & Co. for mishandling the account of an Atlanta charity.

The offering gives 401(k) plan participants access to index mutual funds with low operating expenses as an alternative to more expensive actively managed funds typically found in most 401(k) plans.

Retirement plan clients can now get on-the-go portfolio analytics from BNY Mellon’s new iPad app, P Mobile Dashboard.

Merrill Lynch Wealth Management has hired Gary L. Burgess from Deutsche Bank to serve as senior vice president and resident director of its Chicago Monroe office.