Banks' Reputation Still Falls, in General
January 7, 2011 Consumers' evaluation of banks' reputation has fallen four points since February, to 77 points on the biannual BAI/Finacle...

Mora to Head CFP Ethics Commission
January 5, 2011 The Certified Financial Planner Board of Standards has appointed Edward Mora chairman of its Disciplinary and Ethics...

Poor Grades in Transparency
December 15, 2010 While most wealth managers say transparency in reporting is the name of the game, most are not doing a good job of it,...

New Life Premiums Surge
December 15, 2010 New life insurance premiums sold through banks in the third quarter hit $512 million, up from $225 million in the third...

Immediate-Annuity Details from Limra
December 7, 2010 The average immediate annuity premium is $107,000, and 90% of policyholders purchase additional riders that either keep...

Financial Planning Can Give Advisers' Business an Edge
November 29, 2010 Some advisers are finding that offering full financial plans casts a halo effect on their businesses, even if most clients...

Adviser Benefit Seen in Charity
November 17, 2010 Entrepreneurs are a philanthropic lot — 90% of them donate to charity every year, both personally and through their...

Investing in Alternatives Brings a Boost in Assets
November 16, 2010 Stephen Wedel, an LPL adviser and founding partner of Four Seasons Wealth Management in St. Louis, is gathering a lot of...

Adviser Job Prospects Brighten
November 15, 2010 The job market remained stagnant this year, both for advisers and wholesalers, according to Russell Reynolds Associates'...

Emotions Seen to Affect Product Advice
November 10, 2010 Though performance and quality of research remain dominant themes in advisers' decisions on whether to recommend a product...