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Galvin eyeing Puerto Rican muni debt obligations
Value of P.R. muni bonds dropped last month.
Fidelity zaps more RIAs with fee
Fidelity Institutional Wealth Services will be charging more of its small registered investment advisers a $2,500 quarterly platform…
Firms seek reworking of money fund reform
Major financial firms are calling on the Securities and Exchange Commission to narrow its money market fund reform…
Everything you ever wanted to know about young millionaires but were afraid to ask
For starters, they come up with their own in investing ideas
Plaintiffs join lawsuit against Fidelity<br>on profit-sharing plan
Conflicts of interest 'pretty obvious,' lawyer says but firm says suit lacks merit.
Hey you, get onto my cloud: Fidelity announces virtual offer for financial advisers
Fidelity Institutional Wealth Services last week announced a cloud-based virtual-desktop offering for financial advisers — the first of…
Health costs drop, but don’t get excited
The magic number for health care costs for a 65-year-old couple leaving the workplace this year is $220,000,…
Moving from wirehouses pays off
Breaking away from the wirehouses has paid off handsomely for financial advisers over the past five years, according…
Advisers garnering more trust
For clients, financial crisis provesd worth of expert financial guidance
Fidelity heats up ETF battle, but some advisers grouse
Fido late last week substantially expanded its roster of commission-free ETFs. But some advisers are already criticizing the move. Jason Kephart reports.
Fidelity doubles down on free ETFs
Will offer twice as many commission-free program with iShares
Tough 2012 for Fidelity
Income fell 29% and earnings slid to $2.3 billion
Annuities veteran from Fidelity jumps to BofA
Bank of America Corp. has hired Jeffrey K. Cimini, former president of Fidelity Investments Life Insurance Co., to…
Fidelity annuities vet jumps to Bank of America
Jeff Cimini takes on new role as head of personal retirement
Price war spreads to index funds as Fidelity slashes fees, minimums
Latest salvo in battle for market share
LPL adviser Waldron going- but not gone
A big-time adviser affiliated with LPL Financial LLC said last week that he is taking $1.2 billion in…
Finally, an Advisor Center iPad app; Boulevard R introduces RetiremapHQ.com; New version of Adhesion
A lot of positive developments probably went unnoticed early this month by advisers due to the catastrophe caused…
Bond heavyweights take opposing Treasury views
Two heavyweight bond fund managers are squaring off in a battle over Treasuries. On one side, Bill…
Industry aims to ‘change the narrative’ in bid for NextGen advisers
A group of executives and officials representing nearly a dozen firms in the industry gathered in the InvestmentNews office in Chicago July 26 specifically to discuss their collective needs — and plans — to develop the next generation of financial advisers.
Study says VA opportunities remain for lower-profile carriers
Though variable annuity sales continue to be dominated by a few big companies, lower-profile carriers may seek opportunities in product innovation and new distribution channels.
