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FINANCIAL ADVISERS

A financial adviser provides investment advice and financial planning services to individuals as well as businesses. Ideally, the financial adviser helps the client maintain the right asset allocation mix to reach goals such as saving for retirement or a college education. Financial advisers use stocks, bonds, mutual funds, REITS, options, futures, ETFs, and insurance products to meet the needs of their clients.

Financial Advisers is part of Business Exchange, suggested by Lauren Young. This topic contains 1,644 news and 4,085 blog items. Read updated news, blogs, and resources about Financial Advisers. Find user-submitted articles and reactions on Financial Advisers from like-minded professionals.

Blogs

Recent blog posts on this topic.

How Advisors Are Using ETFs for Clients, and Why They Plan to Use Them...more

More than half of advisors plan to increase use of ETFs in the next three years, according to the latest Rydex|SGI...

Same Sex Couples Are an Untapped--and Growing--Market for Advisorsmore

As long as same sex marriage is not recognized at the federal level and states differ in their policies, these couples...

Schwab New Business Will Offer Integrated Services Platform to Advisor...more

Schwab Intelligent Technologies, led by Neesha Hathi, will offer products and services to Schwab- and non-Schwab...

Financial Services Firms Use Social Media to Build Targeted Online Pre...more

A report from Corporate Insight released Wednesday found that not only are financial services firms using Facebook and...

Putnam Offers Shareholders Smartphone Statement Accessmore

Putnam Investments announced Wednesday that shareholders can now use their mobile devices to access their quarterly...

With Civil Collapse Likely, Euro Break-Up Chances ‘Close to Zero’: UBSmore

UBS says dissolution of the Eurozone could shave off 25% to 50% of GDP for exiting members and lead to civil war.

U.S., European Austerity Will Doom Global Economy: U.N. Studymore

A U.N. economic think tank slammed the current approach to solving the global financial crisis in a report released...

Post-Krawcheck BofA: Will Advisors Stay or Go?more

Experts debate whether advisors are likely to jump ship or stay in the face of management changes.

German Court Tosses Out Challenges to Greek Bailoutmore

Court challenges to Germany’s participation in the European Financial Stability Facility were thrown out on Wednesday,...

Top 10 International Stock Funds in 401(k)smore

Here are the 10 most widely distributed international stock funds in the 401(k) and DC industry, according to research...

Finland to Greece: No Collateral, No Bailoutmore

Finland’s Prime Minister Jyrki Katainen said Wednesday Helsinki may opt out of its share of a second rescue package for...

FINRA Fines 5 Broker-Dealersmore

Five broker-dealers were fined by FINRA, the authority announced Wednesday, for understating the amount of total...

PIMCO’s Gross Warns Fed’s ‘Helicopter Ben’ on Lendingmore

PIMCO Chairman Bill Gross warned that the Fed’s ‘showering of money’ on the economy to combat deflation may end up...

Being “the Boss” of an Advisory Firm Is Harder Than You Thinkmore

Understand, employees, that balancing your needs with those of other employees, the business and their own needs is no...

IRS Issues Basis Guidance for Estates Electing Against the Estate Taxmore

The IRS has dropped the second shoe; giving taxpayers guidance through the complex procedural machinations they must...

Volatility driving more advisers to alternativesmore

Increased market volatility is driving more financial advisers toward alternative investments and a more active...

Krawcheck Forced Out in BofA Restructuringmore

Bank of America CEO Brian Moynihan said Tuesday that he was reorganizing the bank's management and operating units,...

Krawcheck Out in BofA Reorgmore

David Darnell will head Merrill Lynch as co-COO of Bank of America.

Half of Underinsured Households Ready to Purchase Life Policiesmore

A study released Tuesday by LIMRA attempted to quantify the sales potential for underinsured households and found that...

LinkedFA Fights LinkedIn in Trademark Disputemore

LinkedFA, a social networking site designed specifically for financial advisors, is fighting a trademark infringement...

Senators at Odds Over Cordray’s CFPB Nominationmore

Members of the Senate Banking Committee were at odds on Tuesday as to whether Richard Cordray is qualified to be the...

Nonprofits Brighten Employment Picture: Johns Hopkins Researchmore

With President Barack Obama set to address a joint session of Congress on Thursday about the state of nation’s economy...

Commonwealth Snags Three Securities America Top Producersmore

Ladenburg Thalmann’s offer to buy Securities America may have staunched the hemorrhaging, but some leakage is still in...

Ex-Lockwood Execs Form Palladiem to Compete in SMA Marketmore

Lockwood Co-Founder Robinson to head new company, bringing with him top managers from the Pershing affiliate.

5 Faces of Gen Y Investorsmore

Generation Y investors are conservative investors and invest more like their Baby Boomer parents, despite their...

Top Sources: Financial Advisers

  • SNL: All FIG Articles
  • Cityfeeds.com - New York
  • BusinessWeek
  • learningmarkets.com
  • This Blog Is Full Of Crap
  • benjaminfinance.com
  • The Fast Track
  • Yahoo! Answers: Investing
  • Latest news from Wealth Bulletin
  • Dissecting Leftism

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