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Financial advisors experienced a boom year in 2014, earning record revenues while increasing client assets under management and client retention, according to a new report from PriceMetrix.
Advisors’ assets under management and revenue have ri...
After four weeks, it’s down to the final two contenders. Who will take it all?
But first, let’s recap last week’s showdown of the Final Four, where over 3,000 readers cast votes to advance their favorites to the finals.
In the battle of the...
Building a behemoth.
Vanguard saw a net $219 billion flow into their U.S. mutual funds and ETFs in 2014, and is on track to account for 20 percent of total industry assets by the end of this year. Morningstar calls it the most dominant fun...
New research from Cerulli Associates found that the annuity industry is in the middle of a significant change, and it’s impacting the way advisors craft portfolios.
Elizabeth Malin, an analyst at Cerulli, said low interest rates are chall...
(Reuters) - Wall Street's watchdog sanctioned Oppenheimer & Co a total of $3.75 million on Thursday for failing to supervise a former broker who is now serving a prison sentence for defrauding the producers of Broadway production "...
A clean bill of health means a happier retirement. | Brian Bahr/Getty Images
Retirees would rather be healthy than wealthy, according to a new study by MassMutual Retirement Services. Eighty percent of retirees in better health report havi...