The National Association of Personal Financial Advisors is moving its May national conference to Salt Lake City from Las Vegas, where it was originally scheduled.
Financial advisers are upbeat about prospects for stocks in 2011, with many predicting that last year's broad market surge will continue into this year. That's what they're telling their clients, too.
Nimble investors could jump on some attractive acquisition candidates ahead of the unfolding 2011 takeover wave, according to the latest research from Morningstar Inc.
The 24-employee unit will continue to work out of seven different cities
The American Funds Growth Fund of America (AGTHX), Pacific Investment Management Co. LLC's Total Return Fund (PTTAX) and American Funds' EuroPacific Growth Fund (AEPGX) are the three most popular mutual funds in the 401(k) market, according to research being released today.
Business groups, Republicans vow to dismantle the provision, piece by piece
When it comes to slimming budgetary excesses, Americans apparently don't subscribe to 'no pain, no gain'
Who will be the movers and shakers affecting the financial services industry in 2011?
BAM Advisor Services LLC, a turnkey asset management program, announced today that it is buying Advisors Access, a provider of 401(k) plans, from Capital Directions LLC, an advisory firm.
Scuttling the Administration's tax proposal would hit average Americans squarely in the wallet; the fate of refundables?
Regulations may prohibit reps, providers from competing in the lucrative market
Democrats may not be happy with the Administration's plan to revive the levy, but there may not be much they can do about it. Here's how things shake out right now.
In the final installment of this four-part series, <i>InvestmentNews</i> examines how advisers' relationships with 75+ year-old clients is changing considerably.
End-of-life planning seen raising awareness of issue; living will crucial
In yet another example of “innumeracy” when it comes to retirement adequacy, the Bipartisan Policy Center — which insists that affluent people will retire rich and don't deserve tax breaks — has proposed tackling the deficit by halving the amount that employers and employees can contribute to 401(k) accounts
An enormous number of women aren't getting the help they need to navigate major life changes
Democrats take dead aim at $5M exemption, low rate; .14% of estates would owe taxes under Obama's proposal
Influential lawmaker seeks to raise rate on gift tax; 'may disperse some people'
