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Investment Advisor
November 2009
James J. Green |
FPA's Barry Is Optimistic The fiduciary issue remains central to the Financial Planning Association's lobbying efforts, and it has publicly voiced support for extending the fiduciary standard to the broker community.   |
Financial Planning
September 1, 2006
Marshall Eckblad |
On the Job: Executive Appointments Allianz Life Insurance Co. has promoted Dave Sipprell to president... The Financial Planning Association has named Linda Citroen managing director for marketing and communications... etc. |
Financial Planning
February 1, 2006
Bob Hirschfeld |
The New, Improved Morningstar What will Ibbotson add to the fund-tracker's growing empire? With its stock and revenues soaring, Morningstar will probably be looking for more takeover targets. For financial planners, the new firm should provide a broader set of analytic capabilities. |
Financial Advisor
April 2006 |
Frontline News Roth 401(k) Plans Off To Slow Start... Schwab To Present Awards... Paying Tuition In Advance Is Not A Gift, IRS Rules Again... 401(k)s: Participation And Contribution Rates Are Down... etc. |
Financial Advisor
January 2006 |
Frontline News Independent Threat To Wirehouses Mushrooms... Seven Million Americans Working After Retirement... Retirement Income Association Is Formed... Most Americans Don't Know Investment Basics, Study Finds... etc. |
Financial Advisor
February 2008 |
Advisor Emporium LPL And Fiduciary360 Partner For Training... Pershing Offers New Tool... Biondo Joins Investors Capital Advisory... IAS Launches Software Package... Thornburg Introduces New Fund... Vanguard Adds Funds... |
The Motley Fool
May 7, 2008
Rich Smith |
Morningstar Blazes a New Trail Some might say that Morningstar is straying from its roots -- and that's a good thing. |
The Motley Fool
December 12, 2005
Rick Aristotle Munarriz |
Morningstar Gets Brighter Financial research specialist Morningstar intends to buy Ibbotson Associates. Investors, take note. |
Investment Advisor
August 2006
Kathleen M. Mcbride |
News: Ibbotson on Asset Allocation Here Roger Ibbotson, chairman and CEO of hedge fund Zebra Capital Management, discusses how advisors can guide their clients to retirement portfolio allocations that fund longer retirements, as well as keep them comfortable when markets gyrate. |
Registered Rep.
August 29, 2012
Diana Britton |
Turn Up the Heat Amid the summer doldrums, heavyweights are turning up the heat on major regulatory issues facing the advisor industry. But will they get the attention of the regulators? |
On Wall Street
February 1, 2013
Kenneth Corbin |
Regulatory Forecast Bodes Change Advisors could see talks on oversight and a fiduciary standard move forward this year. |
Sports Illustrated
September 17, 2000
Kelli Anderson |
Clock's ticking Jenny Thompson's chance at individual gold grows shorter |
Investment Advisor
April 2007
Robert F. Keane |
Morningstar--S&P Deal Morningstar and Standard and Poor's, a division of The McGraw-Hill Companies, announced the completion of a deal for Morningstar to acquire Standard and Poor's mutual fund data business for $55 million in cash. |
On Wall Street
July 1, 2009
Helen Kearney |
The 'F' Word Stirs Up Controversy Advisors who fall under the new fiduciary standard, namely investment advisors who run a fee-based business, must always put clients' interests before of their own. |
Investment Advisor
August 2008 |
Group Think Centre for Fiduciary Excellence enhances its investment advisor certification program... FPA forms a new panel to "identify the best practices for the financial planning profession under the new CFP fiduciary standard"... EDHEC Risk and Asset Management Research Centre adds new members... |
Registered Rep.
July 1, 2005
Stan Luxenberg |
New Rivals Are investment research firms, such as Morningstar and Ibbotson Associates, now rivals to registered reps? |
Financial Planning
July 1, 2005
Bob Hirschfeld |
News Regulatory investigations into Chicago-based mutual fund and stock research firm Morningstar don't seem to have affected its newly public stock. |
