Perhsing's nvestment professionals using the software will now be able to access it on their Apple iPhone.
Pershing announced that its broker-dealer customers can now access its NetExchange Pro online account management platform on the Apple iPhone.
Merrill Lynch will hire 250 people by the end of 2008 to staff a new technology center in Toronto.
The private-equity tax hike will not go gentle into that good night, according to published reports.
House Republicans have introduced a bill that would repeal the AMT with an optional “simplified tax.”
The PPA has not increased the security of defined-benefit pension plans, the Pension Benefit Guaranty Corp. said.
SponsorMatch lets employers give defined-contribution plan participants the longevity protection of a DB plan.
Adhesion Technologies and Capital Market Consultants have teamed to offer pre-packaged model strategies.
Democratic presidential candidate Hillary Clinton today announced a proposal to offer a 401(k)-type plan for all Americans.
Those investing in a single John Hancock lifestyle fund have higher ending balances, according to Hancock.
JPMorgan Chase analyst Kenneth B. Worthington downgraded Merrill's stock to "neutral" from ''overweight.''
The clearing firm's B-Ds will provide consolidated performance reporting across all accounts.
Financial advisers are resisting using annuities designed for 401(k) plans which are created by insurance firms.
Under regulations governing the securities industry, it's not enough for firms merely to archive e-mails; they must be able to furnish them to regulators “promptly.”
The Financial Industry Regulatory Authority is developing for mortgage brokers a national database similar to the Central Registration Depository.
The walls of Neal Simon's office at Highline Wealth Management LLC are lined with the images of people he and his wife photographed during their travels through China, Guatemala, India, Indonesia and Peru.
Secure, simple and inexpensive personal-computer or cell phone access to all an investor's financial data is the promise that was being offered by companies taking part in Finovate 2007, a financial-technology trade show held in New York last week.
Financial advisers don't suffer from a lack of client data, but too many providers don't offer such data in a consolidated fashion, forcing advisers to find certain types of information on their own.
An upstart financial networking website is looking to create a forum for financial advisers to showcase their investing prowess
Osman Semerci, former head of the fixed-income division, and Dale Lattanzio, former head of structured credit products, have left the firm.
