The Section 529 college savings plan industry is divided over how to raise public awareness of the product.
While many financial advisers continue to criticize and shun equity index annuities, insurance companies that sell the product are trying to improve its tarnished image by focusing on education.
Rep. Charles B. Rangel's Tax Reduction and Reform Act of 2007 is misnamed. It should be called the Tax Reallocation and Complication Act of 2007 or perhaps the Accountants and Financial Planners Full Employment Act of 2007.
Advisers affiliated with Schwab Institutional are growing at a rate that outpaces the industry average, Charles Goldman, executive vice president, said last Monday in Las Vegas at the custodian's annual conference, IMPACT 2007.
With a strong market capitalization and bright management team in place, the stock of Wridgways Australia Ltd., a trucking and courier company, looked quite attractive to Steven Rogé , co-portfolio manager of the Rogé Partners Fund.
Assets in 130/30-type strategies climbed 77% during the six-month period ended Sept. 30, topping $53 billion, from $30 billion, according to a survey conducted by sister publication Pensions & Investments.
We formed Geller Capital Management LLC in March 2000 with the intention of offering clients a classic growth strategy and a hedged strategy — but that plan was short lived.
U.S. employers added 166,000 workers in October, a sign that the jobs picture remains strong in the face of a housing collapse and the credit crunch.
Sources say the firm has been asking hedge funds to take on mortgage-related securities.
Sun Life Financial’s U.S. division received the Life Office Management Association Educational Achievement Award.
Millions have the potential to realize additional tax savings by donating securities with long-term appreciation.
Americans were making more and spending less in the month of September, according to two reports from the Department of Commerce.
The layoffs are part of a global restructuring plan that will cut down on expenses, Aon said in a filing with the SEC.
Real gross domestic product out-performed economists’ expectations, rising 3.9% in the third quarter.
Citigroup Inc. will buy Carlton Hill Global Capital, a New York-based fixed-income money manager.
Pershing has added Calamos Asset Management to its FundVest no-transaction-fee mutual fund platform.
August home prices slumped for the eighth consecutive month and consumer confidence took a downward turn in September.
To serve RIAs, FundQuest has added Russell products to its managed accounts platform.
The new not-for-profit organization will called LL Global Inc., providing a unified management structure.
