-
Here are this years best bank-based financial advisors and the secrets to their success.
December 7 -
With the holidays fast approaching, Deutsche Bank Wealth Management has come up with a holiday wish list for its "true love,” the financial markets. For the most part, the Deutsche Bank crew doesn’t believe they’re dreaming and predicts most of these wishes will come true 2012. Do you? Here’s an interactive slideshow counting down the 12 wishes they and most wealth managers are hoping for in the New Year.
December 7 -
Lots of attention has been paid this year to the fact that investors are yanking billions after billions out of mutual funds that invest long-term in domestic stocks.
December 6 -
Stocks moved higher Tuesday on a report that European leaders are considering a second bailout fund to supplement the one they have already agreed to in the hopes of stabilizing markets in the Eurozone and bringing some sense of calm to international markets.
December 6 -
2011 is winding to a close and financial planners and their clients are already making adjustments to their portfolios and plotting the strategies they intend to deploy to increase their wealth and buffer their retirement savings. To this end, the Financial Planning Association of San Francisco has offered up its Top 12 Financial Planning Strategies for 2012. Take a gander at this interactive slideshow detailing the best tactics for you and your clients next year.
December 6 -
Stock indices used to be employed as a benchmark that active managers of investment funds tried to exceed. Now, active management strategies are being turned into indices, causing confusion at the Super Bowl of Indexing. Should a distinction be made?
December 6 -
PHOENIX, Ariz. -- Congress can’t agree on how to cut the nation’s $1.2 trillion deficit, which is now more than 140% of the nation's gross annual economic output.
December 6 -
PHOENIX, Ariz. -- Richard A. Ferri, the founder of Portfolio Solutions, spent much of his first day at the Super Bowl of Indexing here trying to collect names.
December 6 -
The Depository Trust & Clearing Corporation says it has enhanced its cost basis reporting service to help mutual fund managers and other financial intermediaries transfer cost basis information on investors accounts from one firm to another.
December 6 -
BATS Europe said it has resolved the hardware issue that shut off all trading on Tuesday.
December 6 -
BNY Mellon Wealth Management has appointed financial services veteran Ron Bruder managing director of a growing team of advisors to ultra high-net-worth families and family offices.
December 6 -
Planners aren't as enthusiastic as some of their clients about gold and silver.
December 6 -
Legacy expert attorneys Andy and Danielle Mayoras say events surrounding his estate have been anything but consistent with his musical legacy. In the 30 years since his death, his estate has seen far too many court fights, lawsuits and money-grabs to count. And that legacy of fighting over money doesnt seem likely to end any time soon.
December 6
-
Microsoft Outlook moved down to second place overtaken by Redtail in the CRM software category for advisors this year. It was the first time in the history of Financial Plannings annual tech survey that Outlook was not in first place.
December 6 -
Standard & Poor's Indices said it launched a Pan-Arabian stock index.
December 6 -
BATS Europe is confronting system issues. The pan-European trading venue operated by BATS Global Markets went down at 9:36 a.m. Greenwich Mean Time.
December 6 -
Standard & Poor's Indices said it launched a Pan-Arabian stock index.
December 6 -
just-say-grow
December 6 -
PHOENIX, Ariz. -- Predictions are easiest to assess, when a year is over.
December 6 -
PHOENIX, Ariz. -- A member of the President Obama’s Council of Economic Advisers as the mortgage-led global credit crisis erupted said Monday that the last big weapon in the Federal Reserve Board’s arsenal to create strong growth is to avoid “tinkering around the edges” of the economy and aggressively reset expectations.
December 5





