Mutual funds that use hedging strategies are finding their way into variable-annuity subaccounts - a move some expect will snowball in the coming year.
Some of Wall Street's most powerful firms, reeling from steep drops in stock-trading profits, are urging regulators to help them make more money.
When Dain Rauscher Inc. bought Minneapolis neighbor Wessels Arnold & Henderson LLC four years ago, it thought it also was snagging all the top executives of the investment bank, known for its technology deals.
Experts say investors can loosen the binds of their restrictive UGMA or UTMA accounts and get into a 529 — with a few caveats.
Cash positions in some equity portfolios are rising as cautious portfolio managers are put off by the poor economy.
Sellers of financial planning practices increasingly want to retain a piece of the action to capitalize on the growth potential of their old businesses.
As more and more people turn to financial advisers to map out their own futures, they're increasingly asking them to draw up plans for their pets as well.
A deteriorating economy and the prospect of a prolonged bear stock market spell further profit pressure for insurers.
After the attacks on the World Trade Center and the Pentagon, the telephones fell silent, says Phelps McIlvaine, whose company advises two mutual funds geared toward Muslims.
Some investors already reeling from the broad stock market slide are about to discover more bad news in this year's crop of mutual fund annual reports: higher management fees and expense ratios.
