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Financial planners -- Databases

Investment Adviser Public Disclosure

The Securities Exchange Commission (SEC) has just announced a new Website that allows users to look up information about SEC- and state-registered investment advisor firms. Users can search for firms and pull up their most recent Form ADV, the form that firms file to register with the SEC or the states. The form contains information about the firm's operations, its key personnel, and disciplinary...

Many people like to keep tabs on their finances, and the Mint program may prove to be quite useful for those looking for such a resource. After signing up, the program can incorporate financial information from a variety of sources to make it all accessible in one place. The program also works on mobile devices, and users can see what's happening with their budget and financial goals. This program...