Despite some quibbles, Act For Financial Professionals is a customer relationship management system that is making many advisers' short lists.
Portfolio volatility and the sequence in which returns are realized play a unique role in portfolios subject to regular retirement withdrawals.
As it presses to improve profitability, Putnam Investments may also have to contend with even more upheaval among its mutual fund managers.
Some people might describe the American Beacon International Equity Fund (AAIPX) as an international fund for the faint of heart because it doesn't expose investors to far-off and exotic markets.
Children with at least one parent holding a high school diploma are much less likely to be risk-averse than those whose parents have less formal education, researchers found in studying survey data from nearly 3,400 adults.
Morningstar Inc.'s recent launch of a star-rating system for hedge funds is the ultimate move into the mainstream for an asset class that has long thrived as an exclusive alternative investment.
While industry experts and broker-dealers are working to simplify variable annuity processing and cut down on paperwork electronically, software vendors are trying to help advisers easily compare products to comply with suitability requirements.
While target marketing usually means targeting a specific audience, sometimes a product target also can bring success.
Closed-end mutual funds caught in "failed" preferred-securities auctions are making investors nervous, but industry experts and advisers say there are opportunities for those who look beyond the current turbulence.
