New offering combines features of money funds and short-duration bond funds; moving away from stable NAV
Supercommittee notion of doing away with exemption not so super; going down the Whitney path
Texas regulators say Byrne ignored order issued in 2005
Kenneth Heebner, whose CGM Focus Fund was one of the top-performing U.S. stock mutual funds over the past decade, bought shares of Morgan Stanley as the bank posted its biggest quarterly drop since 1998
Survey indicates public profile of certified financial planners on the rise
Mohrman-Gillis wants SEC to oversee investment advisers; Finra 'not experienced' in upholding fiduciary standards
Survey also finds planners mostly serve 'mass affluent'; fewer women are certificants, however
Adviser Sarah Barnhill is one step closer to her dream retirement on the white sand beaches of St. Croix in the U.S. Virgin Islands.
