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by Melissa Klein
January 12 -
by Steven I. Levey
December 13 -
SAVINGFORCOLLEGE.COM, PRECISION INFORMATION TEAM TO OFFER COLLEGE SAVINGS TUTORIALS: Savingforcollege.com, an online provider of education funding advice and tools, has signed a deal to feature interactive tutorials created by Precision Information.
December 12 -
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FINANCIAL PROFILES ROLLS OUT DATA CONSOLIDATION TOOL: Software maker Financial Profiles Inc. has added a data consolidation tool to its flagship planning solution, Profiles+ Professional.
November 19 -
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by Melissa Klein
November 19 -
FPA and foundation for financial planning forge closer ties: The Financial Planning Association and the Foundation for Financial Planning are forging closer ties in their efforts to foster public understanding of the value of financial planning.
October 30 -
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by Melissa Klein
October 30 -
AXA to Acquire MONY for $1.5B in Cash: Financial services giant AXA Financial Inc. has signed a deal to acquire The MONY Group Inc. for roughly $1.5 billion in cash.
October 16 -
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FPA to Launch Independent Organization for Broker/Dealers: The Financial Planning Association Board of Directors and the FPA’s Broker/Dealer Advisory Council have agreed to launch an independent organization to serve the needs of broker/dealer and registered investment advisor firms that serve independent contractor representatives.
October 1 -
by Bob Rywick
October 1 -
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Survey says College is Low on long-term savings Totem Pole: Most parents and grandparents aren’t saving enough for their children’s and grandchildren’s college education, and they aren’t willing to put off retirement to pay for it, according to a survey by OppenheimerFunds Inc.
September 16 -
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by Melissa Klein
September 16