Sapient Private Wealth Management, a fee-based investment adviser in Eugene, Ore., last week joined Focus Financial Partners LLC, marking the eighth transaction completed by Focus this year
As Primerica Inc. prepares to add a fixed indexed annuity to its platform for the first time, the company faces the tall task of prepping its 82,000 representatives on the complicated savings product
Along with the thousands of advisers under one roof here at the Schwab Impact conference in San Francisco, there are also thousands of opinions on issues ranging from economics to politics.
LPL has informed its reps that it will be raising several of their fees come Jan. 1. One of the bump-ups: a 40% hike in the so-called 'affiliation' fee. | <a href=http://www.investmentnews.com/article/20111110/CHART/111119993>What other B-Ds charge &raquo</a>
Global economy going through rough patch, but end in sight: 'cleansing, catharsis and purging'
The brokerage industry's recruitment protocol, which is credited with reducing litigation when advisers change firms, might be becoming a victim of its own success
Before they march down the aisle, engaged couples rarely discuss who'll pay the electric bill or how much to save once the knot is tied. Maybe they should.
Dividends, buybacks attracting yield-hungry investors; bigger payouts coming in 2012
Payden Value Leaders rejiggered, now zeroing in on large caps with hefty payouts; it's working, too
Fed's tougher capital tests could throw a spanner into the works for buybacks as well
Business buyback binge eases concerns about another recession; 'a testament from CEOs'
Adviser Carl Richards is gaining something of a cult following in the financial advice industry -- thanks to humorous drawings that illustrate the flaws in clients' approaches to investing . Here are ten of Richards' best. <b><a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20111109&Category=FREE&ArtNo=110909910&Ref=PH&Params=Itemnr=1>Read about Richards &raquo; | <a href=http://www.investmentnews.com/article/20111109/FREE/111109932>The hot new alternative investment? Art &raquo;</a></b>
Competition fierce as number of millionaires in Asia set to double by 2015; plenty of offers on the table
Survey shows many workers will have to stay on the job years longer before they can afford to retire
New closed-end fund lets clients bet on future stock market stars
With yields matching, even surpassing comparable Treasuries, municipals suddenly big with advisers
A handful of top-tier advisers and teams have changed firms in the last 30 days, according to our <a href=http://www.investmentnews.com/section/recruiting-moves&fromdate=20111019&todate=20111118&sortorder=aum%28desc%29>Advisers on the Move</a> database.
New approach divides fund offerings into a trio of goal-based portfolios
