Subject Root Tag

For four days, advisors descended on Boston for insights on practice management, regulatory changes to help improve their business.

The combined assets of the nation’s mutual funds increased by $486.2 billion, or 4.5%, to $11.267 trillion in September, as investors continued to add to long-term bond funds and pull money out of stock and money market funds, the Investment Company Institute said Thursday.

Fidelity Investments reported a 20% increase over the past three years in the number of participants in its tax-exempt workplace savings plans at higher education, healthcare and other not-for-profit institutions.

Although 78% of chief financial officers think the economy might not recover for another two years, 39% are planning to increase their capital investments in 2011, mostly on new technology.

Memories of the market's collapse haunt advisors as they reposition their businesses for future growth.

One of the benefits of the recession is that the constant coverage of the economy has brought retirement savings and retirement benefits into better focus for many Americans, The Hartford Financial Services Group found in a survey of 1,000 adults, conducted by Zeldis Research.

As an advisor, strong communication skills can help build your business, especially if you tune into a client's communication style.

Congress's offer to share some recovered assets with whistleblowers is leading to a flood of informants.

Investors pull a net $11.6 billion from stock funds during the month, but assets still rose 9.3% thanks to market appreciation.

Company board meets to discuss continuity issues in wake of Benmosche cancer diagnosis.

Bankers like to talk about shifting from a product-centric focus to a customer-centric one. But their best strategy for doing this may be to stop talking for awhile.

Most advisors segment their clients books, but few do so systematically, according to a Schwab practice management expert.

The Federal Reserve Board issued three enforcement actions against community banks and their holding companies on Thursday.

First Federal Lakewood in Ohio is like a lot of banks these days: It wants more fee income but doesn't have a lot of extra capital to invest to get it.

Social media is rife with sound bytes and holds great allure for those who use it in their personal lives, but can Facebook and twitter be practically applied in the world of registered investment advisers?

So you’re wondering about where to start applying Twitter in your business. Twitter co-founder Biz Stone had made it simple.

Franklin Resources managed to deliver a slight increase in profits for its fiscal fourth quarter ended Sept. 30. Profits rose 1.5% to $372.9 million, or $1.65 a share, from $367.4 million, or $1.59 a share, in the fourth quarter of fiscal 2009.

After making all the right moves to prepare for retirement, high-net-worth individuals could still dilute their quality of life if they skip buying inflation-indexed annuities with their retirement assets, according to a study released by the National Retirement Risk Index at the Center for Retirement Research at Boston College.

Cash management is one of the strongest growth areas for Bank of America Merrill Lynch’s advisers, Sallie Krawcheck, president of Bank of America Global Wealth and Investment Management, said during a conference call Thursday.

It is one thing for investment fund providers to talk about the expanding number of investment opportunities overseas. When a heavy hitter like BlackRock’s iShares appoints a strategist to cover foreign markets, however, it says the industry has developed a solid worldview on investing.