by
Dorothy Hinchcliff
Morgan Stanley Smith Barney aims to increase the number of its small-business wealth
management clients through an exclusive
referral agreement it announced today.
by
Jeff Schlegel
The combined firm will operate under the Buckingham banner.
Barclays Plc recruited a team for its wealth and investment management
division from Morgan Stanley Smith Barney that includes former New York
Jets wide receiver Wayne Chrebet.
The Standard & Poor's 500 Index climbed above the highest closing
level since 2008 as the European Central Bank announced specifics of its
bond-buying plan.
Treasuries extended losses after a private report showed U.S. companies added more jobs in August than economists forecast.
Texas public pensions say they wouldn't close their funding gap by switching to defined contribution plans.
In an age of countless Ponzi schemes, investors are trying to sleuth out their brokers' backgrounds, but not every resource offers a full picture of firms' wrongdoing.
U.S. Senate candidate Elizabeth Warren, at the
Democratic National Convention, intensified her criticism of Wall
Street CEOs.
by
Dorothy Hinchcliff
Nobel Prize-winning economist William F. Sharpe has been awarded the
2012 Lillywhite Award from the Employee Benefit Research Institute.
by
Jim McConville
The SEC today charged three South Florida
men with orchestrating a $27.5 million scheme in which they
stole investors' money to help fund their own lavish lifestyle.
by
Jim McConville
A perennial question financial advisors ask themselves is whether or not
they should ask their current clients for referrals.
Bill Gross, who runs the world's biggest bond fund at Pimco, said private credit-market debt is too high and the age
of credit expansion that led to "double-digit" returns is over.
by
Karen DeMasters
A financial advisor can help clients avoid common mistakes in deciding when to collect Social Security.
by
Karen DeMasters
Financial advisors are being put in a very difficult position when
clients are faced with buyout offers on their variable annuities that
have guaranteed payments, experts in the field say.
by
Jim McConville
Sports agent Drew Rosenhaus and financial advisor Jeff Rubin are under
investigation by The National Football Players Association for
potentially violating NFL financial conduct policies,...
by
Karen DeMasters
Edward P Owens, CFA, is stepping down as portfolio manager of Vanguard Health Care Fund effective Dec. 31.
by
Jim McConville
The continuing national economic slump is having a toll on Americans'
psyches, with one in four polled considering themselves as poor,
according to a new survey.
by Dorothy Hinchcliff
Ray Lucia Sr...
by
Dorothy Hinchcliff
The Hartford has signed a definitive agreement to sell its retirement
plans business to Massachusetts Mutual Life Insurance Company for $400
million.
