FundQuest is partnering with Envestnet Asset Management Inc. to offer advisory firms additional IT resources.
The Obama administration's pay czar is limiting the cash compensation for executives at companies that received the largest taxpayer bailouts to $500,000.
Here's some additional information that was provided by Fabeetle.com founder Brandon Gadoci during the reporting of this week's <a href="http://www.investmentnews.com/article/20100321/FREE/303219969" target=”_blank”>Tech Update</a> that we could not get into the story.
Less than 4% of all independent advisers have ever had their businesses professionally valued, and less than 10% have any formal, written succession plans in place.
Many financial advisers begin using LinkedIn without knowing how it will help their practice.
More than their friends, portfolio managers or corporations, investors trust their brokers or financial advisers, according to the first annual U.S. Financial Services Trust Barometer, sponsored by the Edelman public relations firm.
It may be unconventional, but this family-owned advisory firm has used Dash, Brooklyn and Trot as "corporate greeters" for the past four years.
Thinking of starting your own practice, re-locating, or opening another office? Before you set up shop, here's the rundown on the most expensive cities in the country for office space.
Investment adviser Richard Feight admits he's not very good at brewing beer, but he's found that the hobby helped him build business connections and network with clients.
In a mixed sign for the U.S. economy, 59% of independent investment advisers surveyed by The Charles Schwab Corp. in late January said they expect consumer savings to increase during the next six months.
Law enforcement officials go undercover to catch fraudsters, scammers and crooks
Morgan Stanley Smith Barney made an attempt to use the legal system as a bludgeon against a team departing to HighTower while Goldman Sachs did the same with a team departing to Credit Suisse.
The big wirehouses face major challenges that could thwart their announced plans to recruit brokers aggressively and hire more trainees, recruiters and analysts say.
The Washington state Legislature has proposed a bill that would double the estate taxes for residents.
The pension and actuary group sends a mea culpa to members after a financial advisory firm got hold of the association's mailing list for an upcoming conference.
In four years, more than 4 million baby boomers annually will reach the normal retirement age for full Social Security benefits.
The Certified Financial Planner Board of Standards Inc. is raising the education requirements for planners and financial advisers who seek to take the group's certification examination.
The temporary suspension of the estate tax is not spurring high-net-worth Americans to take action on their estate plans.
Apparently, seniors set aren't big readers — at least when it comes to information about their investments.
It appears that Fabeetle.com has gone live. I've been awaiting more information on the site since <a href="//www.investmentnews.com/article/20090913/REG/309139956"" target="”_blank”" rel="noopener noreferrer">first writing about it</a> back in October.
