While financial planning software has helped streamline operations, experts encourage advisers to keep the client experience in mind.
Managed-futures funds, which finished 2008 as one of the best-performing alternative strategies, hit a bump in January.
Merrill Lynch & Co. disclosed late Tuesday its 2008 losses were about $533 million more than previously reported, according to a regulatory filing.
Eaton Vance Corp. said Wednesday its fiscal first-quarter profit shrank by more than half.
Scott Eyre, a left-handed relief pitcher with the reigning World Series champion Philadelphia Phillies, has joined the roster of major-league players ensnared by the Stanford Financial scandal.
Navy Federal Asset Management LLC today announced the launch of a new managed account platform in partnership with FundQuest Inc. of Boston.
The age of long term care insurance purchasers continues to skew downward as more baby boomers buy policies.
E*Trade Financial Corp. has closed its line of four index funds with liquidations to take place no later than March 27.
Congress today commenced an effort to determine whether legislation needs to be enacted to protect the retirement security of the country's aging population.
Federal Reserve Chairman Ben Bernanke today backed the idea of creating an optional federal charter for insurance.