How do you get a twentysomething to learn about saving and investing?
Financial advisers who use a BlackBerry or other smart phone soon will be able to access a wider range of financial tools and applications.
The Investment Management Consultants Association’s decision to offer the chartered private wealth adviser designation makes industry participants wonder if the credential will fill a need or merely add to the alphabet soup of designations already available.
NEW YORK — In a break with its past, Waddell & Reed Inc. will offer its advisers updated technology and next year will introduce a new outside platform for its top 300 or so registered representatives, company executives said last week.
SAN FRANCISCO — When Melissa Ma, Laure Wang and Rebecca Xu decided to strike out and form a new fund-of-funds firm focused on private equity in Asia, they opted to invest first and raise a fund second.
After a change of course following three turbulent years, SEI Investments Co. is once again winning assets from financial advisers.
NEW YORK — Middle-aged men in wigs performing a rap song, promises of a “Leadzilla” lead - generation system, and claims of millions of dollars in annual commissions — is this any way to market annuities?
NEW YORK — OptionsHouse Inc., a Chicago-based online retail broker, late last month became the most recent firm to add a virtual options-trading tool to its website. The motivation for the online upgrade is unsophisticated investors who are interested in trading options but wary because they do not understand them.
Amid market volatility that has shaken the confidence of even the most seasoned investors, one sector continues to shine unexpectedly: technology.
SAN FRANCISCO — With help from coaches who train accountants to behave more like financial advisers, H.D. Vest Financial Services is finding new success.
