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  • 2018
  • First Republic declares cash dividends on several of its preferred stocks

    by Marian Johns | May 14, 2018

    First Republic Bank recently declared cash dividends on several of its perpetual preferred stocks including its Noncumulative Perpetual Series D, E, F, G and H preferred stocks.

  • U.S. tariffs likely to leave investors on edge, Charles Schwab expert writes

    by Marian Johns | May 17, 2018

    U.S. trade issues that have been in the spotlight recently could have the markets remaining on edge according to a recent article by Charles Schwab senior vice president and chief global investment strategist Jeffrey Kleintop.

  • Baird experts address 'The Amazon Effect' in new publication

    by Soutrik Das | May 17, 2018

    The authors write that Amazon has intensified competiveness by lowering the switching and search costs for consumers.

  • Study shows fewer than half of baby boomers have retirement savings

    by Marian Johns | May 17, 2018

    Even fewer -- only 38 percent -- have calculated how much savings they will need to retire.

  • Genworth MI Canada receives green light for NCIB

    by Soutrik Das | May 17, 2018

    The company's day-to-day business and purchases will be limited to 55,583 common shares.

  • Defined benefit plans increase confidence among retirees

    by Soutrik Das | May 19, 2018

    The 2018 Retirement Confidence Survey shows retirees with guaranteed income from a defined benefit plan are much more confident that they will be able to live comfortably through retirement compared to those who don't have one.

  • Neuberger Berman creates finance group with specialty niche

    by Carol Ostrow | May 19, 2018

    The creation of Neuberger Berman Specialty Finance group (NBSF) was recently announced by its parent company Neuberger Berman from New York City headquarters as a segue into a wider scope within the specialty finance industry.

  • Today's investors seek more than just market advice from financial advisers

    by Soutrik Das | May 19, 2018

    To help advisers identify these new demands, LPL Financial recently crafted a whitepaper suggesting they identify the trust factor, focus on goals, and develop an individualized plan for every client.

  • The Pillar Group teams with Baird in Milwaukee

    by Giselle Rances | May 19, 2018

    Employee-owned financial management firm Baird has added The Pillar Group to its roster, with plans to work from Baird’s wealth management office on East Wisconsin Avenue in Milwaukee.

  • Wilmington Trust welcomes Lo as chief wealth strategist

    by Giselle Rances | May 19, 2018

    Wilmington Trust has appointed Alvina Lo as chief wealth strategist to oversee planning, advice and thought leadership services for Wilmington’s Wealth Advisory division.

  • U.S. equity markets shift into the red to begin 2018

    by Marian Johns | May 22, 2018

    Northern Trust has released data showing past consecutive quarterly gains have come to a halt for institutional asset owners who had flat-to-negative investment returns in 2018's first quarter.

  • Northern Trust approved to offer tax-transparent investments for Danish institutional clients

    by Marian Johns | May 22, 2018

    A recent ruling by the Danish National Tax Board will allow Denmark's institutional investors to benefit from dual taxation treaties and allows access to Northern Trust Asset Management's Common Contractural Fund.

  • MDU Resources to pay common stock dividend on July 1

    by Marian Johns | May 22, 2018

    MDU Resources Group Inc.'s board of directors recently announced the company's last quarter common stock dividend will remain at 19.75 cents per share for the current quarter.

  • Beef futures experience significant loss

    by Marian Johns | May 22, 2018

    According to the Great American Insurance Group article, the cattle complex's triple-digit fall was due to commercial selling, tech concerns and concern about the demand for beef.

  • UBS survey shows women tend to leave financial planning to their husbands

    by Marian Johns | May 22, 2018

    While most are just fine with their roles in financial decisions, research shows eight out of 10 will be alone, divorced or widowed.

  • Survey shows 1 in 3 business owners is ready to increase social media, online marketing

    by Marian Johns | May 23, 2018

    A recent SunTrust Banks' survey of over 500 small business owners reveals many are ready to step up their social media and online marketing with the improved economy.

  • Charles Schwab charts sectors with stellar first-quarter earnings

    by Marian Johns | May 25, 2018

    Energy tops the chart with an 84 percent blended growth rate, followed by technology at 34.6 percent.

  • After selling a business, entrepreneurs say they often lack purpose

    by Marian Johns | May 25, 2018

    BNY Mellon Wealth Management Brian Luster offered several tips for business owners who may find their "newfound freedom" overwhelming or who have a loss of identity.

  • Apervita names Bradley to serve as board chair

    by Marian Johns | May 25, 2018

    Apervita Inc. recently appointed entrepreneur and technologist James Bradley as the company's board of directors chair and independent director.

  • Prudential survey shows jump in companies offering employee financial wellness plans

    by Marian Johns | May 27, 2018

    A recent survey by Prudential's Workplace Solutions Group highlights the benefits of financial wellness programs for employees, which may explain the jump to 83 percent of companies offering such benefits to their workers.

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