Once considered the gold standard of web-based financial reporting technology, EDGAR, the Securities and Exchange Commission's long-serving form-based corporate filing system, is to be replaced.
Now that levels have been defined, you must communicate your new service levels to your clients.
The wild popularity of 130/30 funds notwithstanding, recent analysis of the unique long-short strategy suggests that advisers would be wise to check under the hood for a closer look at the portfolio and not just jump in to the latest marketing craze.
Pacific Investment Management Co. is raising fees as of Oct. 1 on the institutional share classes of several funds.
Sun Life Financial has introduced a 6% bonus credit for customers of its Masters Extra variable annuity.
Aon Corp., the world’s largest insurance broker, will acquire Benfield Group for $1.75 billion.
Two proposed rules are designed to enhance access to financial advisers by DC participants and IRA holders.
It’s not often a really cool social networking site just for financial advisers comes along.
Catherine J. Weatherford replaces Mark Mackey, who in January announced that he would step down from the post.
