The latest version of Money-GuidePro focuses on flexible features designed to automate an adviser's initial meetings with clients.
As the comment period ends this Wednesday on an SEC proposed rule that would regulate certain index annuities as securities, independent distributors are gearing up in anticipation of the rule's enactment.
How does terminating your 401(k) plan affect your retirement?
Consider the inertia of today's 401(k) plan participants the vindication of behavioral economics.
John H. Sykes, founder and chairman emeritus of Sykes Enterprises Inc., based in Tampa, Fla., will assume the role of chairman of the board of Gunn Allen Holdings Inc.,
The U.S. unemployment rate rose to 6.1% in August, marking the highest level since 2003 and the eighth consecutive month of slashed payrolls, according to the Department of Labor.
Raymond James & Associates Inc. analyst Paul Puryear downgraded homebuilder Toll Brothers Inc. to market perform from outperform today.
Bank of America Corp. said yesterday that it is ready to settle with state and federal regulators over a probe into its marketing of auction rate securities.
Fifth Third Asset Management Inc. is selling off all its municipal bond funds to Federated Investors Inc., according to the website fundaction.com.
