Tag: Wealth Management

Glenmede has announced that Jason Pride has joined the firm as director of Investment Strategy, a newly created position.

Savings has a new social media "friend."

In its annual investment outlook, BofA Merrill Lynch Global Research projected above-consensus GDP growth and a bullish outlook for equities.

U.S. House lawmakers today approved an extensive financial reform measure—but the provision to give the Financial Industry Regulatory Authority (FINRA) more purview over advisers didn’t go through.

A new study from Fidelity finds more Americans than in the past are resolving to save more and learn more about finances in the coming year.

Fidelity Investments announced recent additions to its offering of financial guidance and tools for investors.

Merger and acquisitions (M&A) among registered investment advisory (RIA) firms has slowed, but firms are poised for resurgence, according to a new industry study.

Nearly half of registered investment advisers (RIAs) reported gaining clients and improving client satisfaction in the last year, according to the latest study of how RIAs fared during...

Scottrade now touts a larger selection of institutional class mutual funds for registered investment advisers (RIA) to choose from.

Some 47% of polled Gen Y employees with an employer-sponsored retirement savings program said retirement savings has to take a back seat to funding everyday costs, such as...

Most advisers don’t see independent online brokerages as a threat to their businesses—but a new report suggests they might be.

Research from The Hartford found that people who have taken the time to plan for retirement or their financial future are in a better place financially and have...

Almost half of all financial assets held by households age 65 and older can now be considered in retirement income “drawdown” mode, according to a new research report.

Investor behavior is largely determined by nature rather than nurture, according to a new study by finance professors at Claremont McKenna College and the University of Washington.

Clients of fee-based financial advisers will now have access to the Fidelity Personal Retirement Annuity (FPRA) product because of a new alliance between Fidelity Investments Life Insurance Company...

SunGard said it enhanced its Roth IRA analysis capabilities for its Wealth Station wealth management platform in order to accommodate new conversion rules.

With the new Roth Conversion laws set to go in place January 1, Fidelity Investments said it offers an online Roth IRA conversion calculator for its independent registered...

Financial advisers are split over whether the recession has ended, according to the latest Brinker Barometer.

The pending law change regarding Roth IRA conversions might be right around the corner, but you couldn’t tell by many Americans’ interest level in the upcoming development.

With Hispanic and black Americans leading the way, surveyed consumers resolve to save and invest more in the New Year.