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Social networking? Everyone's doing it. Particularly your next generation of fund customers. You will want to reach them, as they walk and talk through the Internet.
August 16 -
The Retirement Income Industry Association this week announced that Duncan Williams, a graduate instructor in the personal financial planning division at Texas Tech University, and his advisor, Michael Finke, an associate professor and coordinator at the university, will receive the first Academic Thought Leadership Award at the association's Fall Conference & Awards Gala in Boston in October.
August 16 -
African-American financial advisors just need to look at The Washington Group, headed by managing partner Leo Tucker, to appreciate the realities and the upside potential of their chosen careers.
August 16
Financial Planning -
Investors worried about the risks inherent in the markets dramatic volatility over recent weeks and months might do well to pay attention to fund flows and to put their own money where the flows are going and staying.
August 16 -
A senior employee known as an aggressive workaholic, but who seems stressed, yet rarely takes vacations, declines promotions, and zealously protects his business unit from outside scrutiny while personally handling choice vendors may be up to something devious.
August 16 -
The debt ceiling debate, the nation’s credit rating downgrade, market declines and unemployment are taking a serious toll on investors, causing the Country Financial Security Index to fall 1.3 points in August to 62.4, a record low.
August 16 -
The inability of stock analysts and others to say, “Oops, I was wrong” may help cause even more serious damage in the stock market over time.
August 16 -
The last two weeks have been a heart-stopping roller coaster ride for investors. But don’t assume that the ride is necessarily over, said Michael Ryan, chief investment strategist at UBS.
August 16 -
Middle-income Baby Boomers, those earning between $30,000 and $74,000 are vastly underserved in terms of preparing for retirement, according to a new report from the Insured Retirement Institute, “Middle-Income Boomers and Retirement: Tapping the Significant and Underserved Middle-Income Market.”
August 16 -
The persistently weak economy and new regulations are preventing investment management firms from growing, according to a survey of 100 executives by KPMG.
August 16 -
Thomson Reuters said it began providing high-speed information and trading services to foreign currency trading firms, from its London data centers.
August 16 -
Hedge funds have been holding their own amid the severe market swings of the past week, with the Dow Jones Credit Suisse Core Hedge Fund Index declining only -3.66% month-to-date through Aug. 14. By comparison, the Dow Jones Industrial Average fell -11.58% in that time, and the S&P 500 declined -13.18%.
August 16 -
With Google's announcement of its agreement to acquire Motorola Mobility Holdings, the search giant has potentially turbocharged its mobile payment plans.
August 16 -
It sounds strange to say, but the Federal Deposit Insurance Corp. is solvent again. That the FDIC was technically in the red for seven quarters -- the result of heavy failures and very strict accounting --- was a lesser-known fact of the 2008 crisis, and so news last month that the Deposit Insurance Fund turned positive in the second quarter also drew scant attention.
August 16 -
Zsa Zsa Gabor has never been one to shy away from the limelight. But when does pursuing fame cross the line for a 94-year-old? That point may have come this week, when her husband of 25 years told CNN that he had started the process of donor matching and blood work so he could turn Zsa Zsa into Ma Ma.
August 16
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The securities industry added 4,000 jobs across the United States in the second quarter, according to the Securities Industry and Financial Markets Association.
August 16 -
The last two weeks have been a heart-stopping roller coaster ride for investors. But dont assume that the ride is necessarily over, said Michael Ryan, chief investment strategist at UBS.
August 15 -
Investors came back refreshed and eager to buy Monday, pushing stocks from most every industry higher and suggesting that perhaps -- finally -- the market has stabilized in the aftermath of the debt rating downgrade and sustained gains will become the rule rather than exception.
August 15 -
Sell-side analysts' refusal to admit there wrong after they've gone out on a limb -- only to find their initial opinions were incorrect -- has exposed clients and the markets as a whole to more losses for years, according to a new study.
August 15 -
Wells Fargo is buying up most of Citadels troubled investment bank operation, which the Chicago-based hedge fund recently decided to unload after concluding thats its plan to convert the company into an investment bank was not working out.
August 15



