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Assets held in hedge funds grew 4.41% during the second quarter, to $2.973 trillion.
The Regional Bond Dealers Association is pushing state and federal regulators to force the major banks and broker-dealers that underwrote auction-rate securities to provide relief to all investors who purchased ARS.
Analysts who track banking stocks say it has become easier lately to get an audience with senior managers at the companies they cover.
New York Attorney General Andrew Cuomo is reportedly investigating Fidelity Investments and Charles Schwab over auction-rate securities .
Customers are fleeing weakened banks in favor of those viewed as safe havens, particularly in California.
The new branch combines two Genworth companies with 4,500 financial advisors and $18 AUM.
Over the last six months, an overwhelming majority of independent investment advisors have signed up disaffected former clients of brokerage firms.
Two former Banc of America brokers accused the broker-dealer of intentionally damaging their reputations with current and potential clients.
Wachovia Securities LLC and Wachovia Capital Markets LLC agreed to buy back at par $8.8 billion of auction-rate securities from retail and other investors.
More and more of us are left wishing we had extra hours in the day to run errands, to email, to spend time with our families and to relax! In this new AdvisorMax coaching session, time management expert Cara Brook will highlight common time wasters and distractions that keep us from staying focused.
As affluent Boomers age, trust services are essential in helping to manage client assets and ensure the transfer of wealth. Are you ready to present yourself as an experienced trust advisor?
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Announcing Bank Investment Consultant's first annual ranking of Wealth Managers. Nominations close on 8/29/08.
Promotion announcements and firm changes for advisors.
SPECIAL REPORT: Reacting to current marketing conditions—What actions should an advisor take to reassure clients?
Our free podcasts for advisors provide information and advice from industry experts on a wide variety of topics. Listen now, or download now and listen at your convenience.
This TIAA-CREF -sponsored event, held on July 10th, brought together women advisors at the top of their profession. Includes VIDEO highlights!
McCain, Obama and the economy
News and information about exchange traded funds
News and information about international funds
News and information related to real estate and real estate investment trusts
News and information about socially responsible investment portfolio options
A look at the lighter side of financial news
Good communication with clients is a priority for financial advisors. But with long-distance clients, it becomes more of a challenge. AdvisorMax asked top financial advisors for their advice on how to achieve great relationships with remote clients.
The initial meeting with a prospect can make or break the financial advisory relationship. With so much hanging on that first meeting, don't make these common advisor mistakes.
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