Latest News

Impact investing soars with $12 million green bond sale by Merrill Lynch

Aug 26, 2014

Last week's purchases illustrate the growth over the last few years in investment options tied to social improvements.

Fidelity assets flowing to lower-cost trusts

Aug 25, 2014

Facing pressure to move retirement-plan clients to investment vehicles with dramatically lower fees, the fund giant is moving assets to new trusts.

Morgan Stanley managers depart amid reorg

Aug 25, 2014

Some high-level executives depart as firm restructures its managed-account unit, and streamlines products and services staff.

What's the reason for all the fund outflows at Fidelity?

Aug 22, 2014

More Fidelity stock funds are suffering withdrawals than adding money this year. What gives?

Federal Reserve chairman Janet Yellen stays loose on monetary policy

Aug 22, 2014

In Jackson Hole speech, Fed chief says rates will stay low until economy achieves 2% inflation and 'maximum' unemployment

Using technology to beat the robo-advisers at their own game

Aug 21, 2014

Here's a road map on how to compete with and beat online investment management services using technology.

Wells Fargo binges on Morgan Stanley recruits

Aug 21, 2014

Since June, the firm has snatched nearly $1.4 billion in assets from rival wirehouse, according to moves tracked by InvestmentNews.

NFP scores big with Financial Telesis recruits who forgo signing on with LPL

Aug 21, 2014

NFP Advisor Services chief James Poer says firm is adding 53 advisers and roughly $30 million in revenue, mostly from Financial Telesis.

Exclusive: TD offers refunds to managed-accounts customers with losses

Aug 21, 2014

The firm's retail advisory service is offering full refunds of fees to new managed-account customers whose investment portfolios decline in value.

Tony "The Truth" Thompson's TNP launches bid to stave off bankruptcy

Aug 21, 2014

Thompson National Properties wants investors to exchange dead-in-the-water high-yield notes for stock, but are they getting a good deal?

External IT puts Junxure on its virtual desktops

Aug 21, 2014

Partnership aims at getting business from advisers who want to integrate their systems.

Delaware becomes first state to enact digital assets law

Aug 22, 2014

New law will grant fiduciaries access to the digital assets of deceased or incapacitated individuals.

Hearsay Social lets advisers pay to spread Facebook posts

Aug 21, 2014

Advisers on social-networking platform Hearsay can now use new a feature that allows them to distribute promo posts on Facebook. But they have to pay.

Vanguard, Eaton Vance chart diverging paths on interest rate risk

Aug 20, 2014

With rates set to rise, industry is at odds over risks faced by investors in the bond market

MassMutual raises retirement game with hiring spree

Aug 20, 2014

Insurer aims to boost position among retirement plans with around $15 million in assets.

« Prev Next »

Must Watch

Featured Video

Introducing Lincoln Investor Advantage

Sponsored by Lincoln Financial Group