money management

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  H.D. Vest Picks a Compliance-Friendly Social Media Platform

  By Joyce Hanson, AdvisorOne  |  March 29, 2013

  Guess which compliant and secure social media platform H.D. Vest chose for its 4,600 advisors after a year of research?

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  Fidelity, BlackRock-iShares Join in Commission-Free ETFs Deal

  By Joyce Hanson, AdvisorOne  |  March 13, 2013

  Fidelity and BlackRock are hopping on the commission-free ETF bandwagon in a big way.

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  Gen X Drew Financial Short Stick: Financial Finesse

  By Danielle Andrus, AdvisorOne  |  December 13, 2012

  Gen Xers between the ages of 30 and 44 have suffered from market downturns and are generally worse off than millennials and boomers, says a new Financial Finesse study.

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  Change Is Coming, RIAs. Don’t Get Caught in the Middle

  By James Carney, ByAllAccounts  |  July 10, 2012

  The RIA community will separate in the near future into high-end family advisor models and lower-end, cheaper, technology-driven models. Will you survive?

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  Financial Literacy Gender Gap Widening in Some Areas

  By Danielle Andrus, AdvisorOne  |  June 14, 2012

  Women significantly lag men in basic money management and investing, the report found.

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  NAACP, Partners Launch Financial Education Program

  By Marlene Y. Satter, AdvisorOne  |  September 26, 2011

  The NAACP announced Friday that, with partners that include Wells Fargo, the National Foundation on Credit Counseling, and the Financial Planning Association, it is launching the Financial Freedom Center Satellite program.

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  Roadmap for the Coming Greek Default

  By Gil Weinreich, AdvisorOne  |  September 19, 2011

  An acclaimed fund manager says the history of sovereign defaults in Argentina, Uruguay, Russia and other countries provides a clear outline of “the financial crisis that appears about to unfold, and the associated choices involved.”

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  As Politicians Spar Over Social Security, 401(k) Planners Fill Retirement Gap

  By Joyce Hanson, AdvisorOne  |  September 15, 2011

  America’s workers are relying more than ever on their employers to ensure they’ll have enough money to retire—and this trend toward paternalism is being embraced by mutual fund and insurance companies.