Christopher Davis and Ken Charles
Feinberg, managers of the Selected American Shares and Davis NY Venture
A funds, have been named 2005 domestic-stock managers of the year...
The Financial Planning Association
has moved its annual conference later this year from New Orleans to
Nashville, Tenn...
AIG Retirement Services today named
veteran brokerage executive Lawrence Roth as president of its New York
City-based Royal Alliance Associates...
An interpretation by the SEC of how brokers are
expected to toe the line between fee-based brokerage and advisory
services has renewed the debate over the commission's...
Asset managers aren't preparing for the coming of the baby boomer retiree, according to a new study...
Wilmington Trust has announced the launch of seven
new mutual funds, including one that invests exclusively in ETFs...
CPAs topped the list of most trusted financial
advisors-edging out Certified Financial Planners-in a recent survey of
individual investors...
Raymond James Financial has named a
new sales director for its independent contractor division, the company
announced.
James A...
American Century Investments has announced a
reorganization plan that will result in it absorbing 10 of 11 funds in
the Mason Street family...
Concord Equity Group Advisors, a provider of
outsourced wealth management solutions, has teamed with the National
Philanthropic Trust (NPT) to create a donor-advised fund...
As baby boomers start to enter retirement, financial
advisors need to be aware that they don't all share the same profile,
according to a recent study...
Assets in 529 college savings plans at the end of
the third quarter rose 40.6% from a year earlier, with total assets of
$63.4 billion, according to the College Savings...
Morningstar announced it has agreed
to acquire Ibbotson Associates, the asset allocation research and
consulting firm, for $83 million in cash...
Financial Profiles Inc...
CRM Software, the developers of
Junxure-I, the comprehensive client relationship-management software
system for financial service professionals, is planning to offer...
The Internal Revenue Service has launched a
redesigned Web site that it says makes it easier to navigate and search for
tax preparation tools...
EverBank-a Jacksonville, Fla.-based bank that offers banking and
mortgage services to independent advisors-says its advisor business is
booming...
John S. Simmers, CEO of ING Advisors Network, has been nominated to serve on the NASD Board of Governors...
The 8th Annual Financial Advisor Symposium drew
1,250 attendees, more than 130 exhibitors and a host of well-received
speakers, including advisor and author Nick Murray,...
Parents are getting ready to spend an average of
$400 for each of their children this holiday season-and are considering
replacing toys with college savings contributions,...
