While financial planning software has helped streamline operations, experts encourage advisers to keep the client experience in mind.
Navy Federal Asset Management LLC today announced the launch of a new managed account platform in partnership with FundQuest Inc. of Boston.
Merrill Lynch & Co. disclosed late Tuesday its 2008 losses were about $533 million more than previously reported, according to a regulatory filing.
The Fed has forecasted an inflation rate of less than 1% this year and less than 1.7% for 2010 and 2011.
When combing through new investment ideas, advisers would be wise not to ignore mutual funds and separate-account strategies at the bottom of the heap.
Smith Barney, facing a rising number of broker departures from its branches, this month hit four ex-reps and a rival broker-dealer with a lawsuit.
Hard times are on the horizon for insurers as commercial mortgage exposure haunts carriers and capital levels shrink, according to Fitch.
Insurers have begun bidding for American Life Insurance Co., the life insurance unit of American International Group Inc.
Prices of existing single-family homes tumbled 18.2% on average in the fourth quarter of 2008, marking the biggest year-over-year price decline in 21 years
Americans' already battered confidence in the economy went into free fall in February, sinking to new lows.
A declining percentage of Americans believe they are saving enough for retirement, according to a survey released today by the Consumer Federation of America.
While all 401(k) investors have sustained significant losses in the last year, no one has suffered more than the wealthiest 401(k) participants.
As market volatility persists, the Financial Planning Association has created a research program that is aimed to help advisers choose the best technology.
Janus Capital Group Inc. of Denver saw its ratings drop a notch to junk status today courtesy of Standard & Poor’s of New York.
