News

Genworth Financial Wealth Management (GFWM), a subsidiary of Genworth Financial, Inc., has hired Matthew Matrisian to build a suite of succession planning tools, resources and services for advisers.

The Select Sector SPDR Trust has sued a competitor for “creating investor confusion” by using ETF ticker symbols it says are “astoundingly similar” to those...

If you’re a small business owner - and many advisers are - odds are you’re pretty happy about that decision. 

The launch of IBERIA Wealth Advisors was announced by IBERIABANK, a subsidiary of IBERIABANK Corporation. 

Last week I mentioned a revenue-sharing case that could have far-reaching implications.    

Principal’s frozen real estate fund has made another payment.

According to the 2010 EBRI Retirement Readiness Rating (RRI), more than one-in-four Americans in the lowest income quartile could run out of funds after just ten years. 

First Mercantile has appointed Travis Cox the regional sales director in the Southwest. 

New York state Comptroller Thomas DiNapoli has filed separate suits against Bank of America (BofA) and its Merrill Lynch unit for losses connected with BofA’s purchase of Merrill...

Securian Trust Company, N.A. announced that Sarah Monke was appointed president. 

Managed Portfolio Advisors (MPA), a division of Nataxis, has recently teamed up with Litman/Gregory to offer managed exchange-traded fund portfolios in Schwab’s Access program.

J.P. Morgan Retirement Plan Services announced the appointment of Tim Wittenbrook as vice president and national sales manager. 

U.S. workers saw the value of their employer-sponsored retirement benefits - as measured by percentage of pay - decline by double-digit levels over a 10-year period ending in...

Financial advisers spend over 23 hours per week online at industry, social, and asset manager sites, according to a recent study by kasina.