Placemark Investments new United Capital relationship is its second significant deal in the RIA space.
Providing financial advice is similar to providing medical advice in that there is inherent uncertainty about whether recommended actions will achieve the desired results.
The Hartford Financial Services Inc. today appointed Marc Lieberman president and chief executive of Hartford Life.
Berkshire Hathaway reported net earnings declined to $2.88 billion from $3.12 billion a year ago.
Advisers have a fiduciary responsibility to educate their clients that generating enough cash to fund lifetime goals and objectives adequately is the key to financial success
Financial advisers need to pay more attention to their clients' art collections, according to experts who are trying to bring the art and financial worlds closer together.
The best part of the housing bill signed by President Bush on July 30 was the section that establishes new regulations for mortgage loan originators.
Over the past six years, international stocks — those of companies from both developed countries and emerging markets — have outperformed U.S. stocks by a wide margin.
Securities America Inc. has made a splash in the roiling mergers and acquisitions market for independent broker-dealers, and it could make more waves soon.
When David Devoe talks about mergers and acquisitions among RIA firms, advisers pay attention.
The practice of fine wine investing, which has appealed to wealthy and sophisticated collectors for ages, is coming out of the cellar and could emerge as a legitimate alternative-asset class.
Because of slumping second-quarter sales of variable annuities, industry observers believe fixed annuities could benefit.
As layoffs rise, some financial advisers are encouraging their clients to come up with contingency plans in case they lose their jobs.
Oil prices tumbled this morning on news of a stronger dollar, despite fears over a supply shortage after the threat of a terrorist attack.
UBS AG has agreed to buy back $19.4 billion in auction rate securities on which the value collapsed in February.
The Principal Financial Group has released a white paper that examines the four methods of providing retirees with income.
In an arbitration case allegedly involving stolen stock, Wachovia Securities was ordered to pay clients $5.3 million in damages.
Second quarter data was not as strong as the 2.5% rate that had been predicted by economists polled by Thomson Reuters.
