Mutual fund companies are arming their wholesalers with new tools to help financial advisers manage client anxiety about the roller-coaster markets and unsettling financial news.
HSBC Group Holdings reported a 13%% rise in earnings for 2007 aided by an increase in client assets and the launch of new private-equity investment platforms.
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Exchange traded funds are one of the fastest-growing investment vehicles, but until now, they have been passive investments.
Recent scandals have taught financial services firms to scrutinize the people they hire more closely.
The push for actively managed exchange traded funds, the Holy Grail of the ETF industry, is intensifying.
Robert R. Carter is stepping down as president of NFP Insurance Services Inc., according the SEC filings.
Some clients love IRAs so much that they create problems by contributing more than they should.
Several wirehouse firms have begun pushing their financial advisers to talk to clients in more depth about health care issues in retirement, but at least one firm, UBS Financial Services Inc., is avoiding the topic because of liability concerns.
