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After years of absorbing one punishing body blow after another as the market continued its free fall, affluent investors are finally starting to regain their confidence and invest accordingly, according to a new survey from Spectrem Group
February 24 -
Vanilla as they may be, annuities still represent the lifeblood of many investors' portfolios because they deliver a steady, predictable income throughout retirement.
February 24 -
More than half say theyll buy stocks in 2011
February 24 -
Customer relationship management is more than just an industry buzzword. In fact, for advisors it can be the difference between a profitable business and a really profitable business.
February 24
Entrust Datacard -
The average balance reached $71,500 at the end of 2010.
February 24 -
Equity funds net $6.42 billion, with the bulk going to domestic stock funds.
February 24 -
Two state-specific municipal bond portfolios managed by BlackRock Inc. were slated to be closed to investors effective Wednesday, a day after the firm began liquidating the funds' investments, according to a Feb. 18 addendum to the funds' prospectuses.
February 24 -
For all the budget woes of state and local governments, banks see them as good clients. Most market experts say there are plenty of investment-grade municipalities to court.
February 24 -
How you assess the banking industry's health from the Federal Deposit Insurance Corp.'s latest earnings report may depend on which page you turn to.
February 24 -
Americans held $15.6 trillion in retirement assets at the end of the third quarter of 2009, according to the ICI, but as we emerge from the Great Recession, advisors and investors want to know what they need to do to retain and grow assets from here.
February 24 -
Fidelity Investments reported Wednesday that the average 401(k) account balance held with it hit a 10-year high of $71,500 at the end of 2010. For participants who continuously contributed to their 401(k) the average balance increased to $183,100 from $59,100 a decade ago.
February 23 -
Dodd-Frank contains a series of ambitious deadlines requiring regulators to complete 170 or so new rules by July. But it's become clear the agencies are going to miss many targets.
February 23 -
The St. Louis brokerage company continues to its slow-but-steady growth with new addition in Connecticut.
February 23 -
A study of million-dollar producers conducted by Peak Advisor Alliance indicated that 10 key activities accounted for approximately 75% of their average week. Steve Sanduski, the author of our new blog, The Prosperous Advisor, examines these activities and why they are so critical.
February 23 -
This comes shortly after seven other FAs joined MSSB.
February 22 -
A Florida retiree who gave her Wachovia broker a second chance "to do a better job" with her IRA investments has filed claim against Wells Fargo after suffering losses, again.
February 22 -
Curian Capital found that 62% of advisors say that improving efficiency and overall time management is a major goal for the coming year.
February 22 -
In a survey of affluent U.S. investors, HSBC Securities reported a growing interest in overseas investing, and an opportunity for advisers to provide more information.
February 22 -
The Conference Board Consumer Confidence Index rose 5.6 points this month to 70.4, up from 64.8 in January.
February 22 -
Just as the market volatility of the last few years has been challenging for investors, its also been challenging for advisors. In addition to the higher level of effort required to keep nervous and frustrated clients on the books, high volatility in client accounts makes it harder to be confident of fee-based revenue and therefore confident of a practices overall financial health.
February 22







