Capping months of speculation over the health and viability of Fannie Mae and Freddie Mac, the government took control of both enterprises in an effort to soothe the housing and financial sectors.
Evergreen Investments of Boston, Wachovia's asset management arm, announced that it has closed its family of fund of funds.
A local investor group led by John Sykes, former chairman and CEO of Sykes Enterprises, announced that he will purchase a controlling stake in privately held GunnAllen Holdings, a national stock brokerage company based in Tampa, Fla.
UBS veterans Michael Siden and Patricia Cromwell move their teams to Morgan Stanley.
Generation X millionaires give nearly twice as much to charity on average compared to older generations, according to a new survey.
Sen. John McCain is the better choice for the banking industry not for what he would do as president, but rather for what he would refrain from doing, say GOP lawmakers.
JPMorgan announced it will stop structuring interest-rate derivative products for governmental municipal issuers, while instituting measures to tighten controls across its tax-exempt capital markets business.
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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As we de-lever, re-allocate, globalize and diversify, the world's markets are realigning. For advisors, that calls for a sharp focus on the basics-with some new twists.
Promotion announcements and firm changes for advisors.
A debate on Vanguard's policy change requiring customers to use identical beneficiaries for all IRAs of the same type. A customer affected by this change lodges a complaint, a Vanguard spokesperson addresses this issue, and the FP readers weigh in. Join the conversation!
Dan Moisand, CFP, reports on the meetings and activities of the 60 financial planners who have gathered in Moscow and St. Petersburg, Russia.
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News and information about annuities
McCain, Obama and the economy
News and information about exchange traded funds
News and information about growth funds
News and information about international funds
News, strategies and advice for advisors on practice management issues
News and information related to real estate and real estate investment trusts
News and information for registered independent advisors
News and information about socially responsible investment portfolio options
Trust management news and information for advisors
A look at the lighter side of financial news
Many financial advisors shun the idea of using print advertising to promote their business. But others say print advertising can work. AdvisorMax spoke those advisors touting the benefits of a print campaign, and gathered their 9 best tips for ensuring results.
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.
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.
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