For adviser Brian Fenn, the horrific events of 9/11 provided affirmation that he was on the right track with his planning practice
Despite the passage of 10 years and a move to another part of New York, the Sept. 11, 2001, terrorist attacks are never far from financial adviser Lewis J. Altfest's mind
Ten years hasn't diminished the vivid memories of 9/11 for Paul Schatz, president of Heritage Capital LLC, a $110 million advisory firm based in Woodbridge, Conn.
Family offices saw a relatively large surge in assets in 2010. And that figure will likely be getting bigger with billionaire George Soros getting out of the hedge fund business to manage his family's money | <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20110809&Category=FREE&ArtNo=809009999&Ref=PH>Top 10 family offices
Despite need to raise federal tax revenues, bank believes lawmakers will spare municipal debt
Taking advantage of loan guarantee program intended to help low-income families buy homes; debate now in Congress
Rate on average 30-year fixed loan falls to 4.12%; 'homebuyers are not responding'
Effective date on reg is bumped back to April 1
A federal circuit court yesterday decided that retirement-plan participants can sue third-party insurers under the Employee Retirement Income Security Act of 1974.
Proposed reform mixes in wins for both blues (Democrats) and reds (Republicans); accountants, advisers may boo, however
Owners seek a quick sale -- and pray a bidding war breaks out; $65M house, $22M minimum bid
Money managers ranked by assets from clients with more than $100M.
Washington and New York will be joined by Oxford, Miss., as centers of the investment adviser universe if a group of students from the University of Mississippi law school succeeds in establishing a self-regulatory organization for advisers
A year after pulling off the high-profile acquisition of a leading network of independent broker-dealers, Lightyear Capital LLC, which is controlled by former PaineWebber chief executive and chairman Donald Marron, is back in the market looking to raise more than $1 billion from investors.
Financial advisers are bumping into one another trying to win new accounts among affluent investors, but they can add some profitable business from less obvious market segments — one of which is investors who have never had a financial adviser.
As overall longevity increases, outliving retirement resources is more likely than in the past, making retirement planning more important than ever
Brokerage Mesirow to take on 401(k) fiduciary duties for Mutual of Omaha plans sold by SA reps
A multimillion-dollar campaign to encourage investors to use credentialed financial planners to manage their money launches this week with a print advertisement in three business magazines.
