Our goals are twofold: to help you retain your top clients — who are receiving their shrunken December statements, as well as phone calls from other advisers going after disgruntled clients — and to help you outline your plan for what is likely to be a tough year.
Fidelity Investments of Boston today launched a program that allows investors to save for retirement while spending money.
MetLife Inc. today said that its fourth-quarter profits will be up from the 2007 period and that it will reap the benefits of investment gains.
The ARS had been bought by three of New York-based BNY Mellon’s funds prior to mid-February, when the market for these debt instruments dried up, according to Fund Action.
The SEC has designated the Municipal Securities Rulemaking Board’s electronic municipal market access system — or EMMA — as the sole repository in which issuers must file necessary disclosures.
The latest performance data from the hedge fund industry shows that its indexes continue to decline at a slower pace than that of the stock market, but are still widely underperforming bonds.
The National Association of Insurance Commissioners of Kansas City, Mo., yesterday adopted a new proposal to modernize state-based regulation of reinsurance.
The stock market's near free fall since September could play right into a concentrated bond offering by Kessler Memorial Hospital.
The next Congress will scrutinize a Department of Labor proposal that permits advisers affiliated with an in-house money management unit to recommend whatever products they want, including mutual funds with high management fees, to 401(k) participants.
The end of each year is a time of reflection and anticipation.
