Subject Root Tag

Mercer has launched a new blog for employers that it hopes will be thought-provoking. M/THINK also includes data-rich infographics and commentaries on key business issues facing today’s employers.

Strategic Insight parent Asset International has completed its anticipated acquisition of certain FRC products—and says it will make “significant investments to strengthen, enhance and expand acquired FRC products.”

The Best. The Brightest. And the Secrets of Their Success.

For financial planners, it means they might have to work a lot harder to get younger investors to recognize the value of investing in stocks.

Financial services firm Raymond James announced several new appointments to its senior leadership team, including the promotion of Dennis Zank and the announcement that Tash Elwyn will succeed Zank as president of Raymond James & Associates.

Rep. Barney Frank, the influential Massachusetts Democrat who championed legislation that made such a dramatic impact on the financial planning industry, will not seek re-election next year, capping a 32-year career in Congress.

The asset management industry's agility following the financial crisis, particularly its ability to improve profitability, is masking long-term challenges to growth, according to McKinsey & Co.

The fund industry has historically done an effective job of responding to regulatory challenges. Last Monday's show of force by the Investment Company Institute and 31 industry leaders was a case in point.

Brown Brothers Harriman has appointed Daniel Greifenkamp head of mutual fund business development for the investment management business-charged with extending the momentum of its $43.5 billion proprietary mutual fund complex.

THE INABILITY TO INNOVATE AND THE DIRECT impact of that on their firm's profitability are fund executives' biggest regulatory concerns.

Marketing professionals are quick to suggest that the best way to find success as a financial advisor is niche marketing. Marketing expert Marie Swift delves into exactly what niche marketing is and why advisors should care.

The Tokyo Stock Exchange said trading in futures contracts has surged significantly since it launched a new trading platform for derivatives and extended trading hours.

Traders anticipate that the recent delicate balance between supply and demand in the muni market will be maintained even as issuance ramps up this week in the face of rollover funds.

The Best. The Brightest. And the Secrets of Their Success.

On Wall Street identified the most prolific asset managers under 40, and these five came out on top for the regional firms.

Vanguard Group founder John C. Bogle said Wednesday that Republication presidential candidates’ pledge to not raise taxes as any part of a solution to the nation’s $1.2 trillion annual fiscal deficit “makes no sense.”

Business is running smoothly now, but Financial Planning senior editor Donna Mitchell says ARGI Financial had to overcome some operational hurdles — ultimately changing custodians and back-office systems — to get to this point.

Investors seeking diversity, liquidity and competitive yields when compared to other fixed-income products are trying a relatively new alternative: municipal bond exchange-traded funds.

With new cost-basis reporting requirements in effect for the 2011 tax year, Charles Schwab is warning investment advisors to brace for a hectic tax season and prepare for a flood of questions from clients who for the first time will receive a revised 1099-B form packed with new transaction information.

iPhone 4S sales are off the charts, even with its battery issues. iPad sales are similar. Android now is the most popular operating system for mobile phones. So why aren’t more financial services firms encouraging employees to bring their own devices to work?