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I have a very simple question to ask all of you. Suppose, by some miracle, that you were given an extra two hours a week to spend in your office. How would you spend that time?
April 21
Financial Planning -
The Conference Board Leading Economic Index rose 0.4% in March to 114.1 (2004 = 100), following a 1.0% rise in February and a 0.2% gain in January. This puts the index at an all-time high, The Conference Board
April 21 -
Forget reinventing the wheel. Just copy what other top producers are doing. Better yet, hire a coach who has already identified those best practices and then pay them a fee to share the ideas and hold you accountable for implementing them. Is that really the key to success as an advisor?
April 21
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After weathering a dismal 2008, a disastrous 2009 and a decent 2010, things are definitely looking up for hedge funds this year thanks to improving economic conditions around the world and an influx of new capital from institutional investors, pension funds and sovereign wealth funds.
April 21 -
Schwab announced that since it launched Schwab Advisor University in June, over 5,600 RIA employees from more than 2,500 firms participated in its online courses to help improve firm operations.
April 21 -
49% of respondents to the PricewaterhouseCoopers study said they find it difficult to meet their household expenses on time, up from 43% a year earlier.
April 21 -
BlackRock said it earned 35% more in this year’s first quarter, than last, helped by a “robust” pipeline of assignments for its software and technology services business.
April 21 -
SunTrust Banks named William H. Rogers Jr. as president and CEO, answering a long-standing question over who would succeed James M. Wells 3rd as he neared retirement.
April 21 -
Aided by a strong tailwind from market appreciation, Janus Capital Group reported an increase in profits in the first quarter as assets under management and revenue rose.
April 21 -
The Baltimore-based fund company reported a 27% increased in profits from a year earlier to $194.6 million, or 72 cents a share as net revenue rose 23% to $682.4 million.
April 21 -
The New York-based money manager saw profits rise 34% from a year earlier to $568 million, or $2.89 per share as assets under management increased 8.5% from a year earlier and 2.5% from the previous quarter to $3.648 trillion.
April 21 - PH
A new report offers cause to celebrate the industrys move beyond the recession; yet pricing hurdles may remain.
April 21 -
The First Command Financial Attitudes Index sinks to its lowest point in two years.
April 21 -
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The chief executive of Huntington Bancshares Inc. on Wednesday predicted further expansion of interest income but cautioned that new regulations would limit fee income.
April 21 -
There are rumors the administration is working on a "package" and will present a slate of nominees for financial services jobs soon. Let's hope so. But what's taking so long?
April 21 - PH
Concord offers technology and open architecture investment management solutions for trust groups of financial institutions. Based in Matawan, N.J., it has more than $10 billion in assets under administration.
April 20 -
Wells Fargo posted $3.2 billion in revenue for its wealth, brokerage and retirement business on Wednesday.
April 20 -
The popularity of hedge funds, particularly among institutional investors, propelled total assets under management to a record $2 trillion in the first quarter, according the latest report from Chicago-based Hedge Fund Research Inc.
April 20 -
While there has been talk of an economic rebound, individuals are not feeling financially secure, a survey by First Command found.
April 20








