Dave Lindorff

Invesco PowerShares Capital Management this week introduced a “suite” of nine new exchange-traded funds (ETFs) which it is calls Fundamental Pure Style ETFs, based upon the Research Affiliates Fundamental Index (RAFI).

A new report from Morningstar looking at May’s fund flows adds further evidence that investors are growing less enchanted with equities in favor of more conservative assets.

The Securities Investor Protection Corporation (SIPC) is warning investors that a scammer -- or perhaps a group of scammers -- is preying on people who have already been victimized by previous investment scams, calling them or sending them unsolicited emails in an attempt to steal their money and their most sensitive personal and financial information.

In anticipation of the U.S. dollar's declining value, many investors are busy adjusting their portfolios to get more exposure to other major currencies. But a new research report from Merk Investments suggests that they may not be nearly as diversified as they need to be.

A panel of JPMorgan Chase strategists and portfolio managers this week made it clear that while there are opportunities for equities investors in the U.S., there are better options in both developed international equities markets and in emerging markets.

A report conducted by the Economist Intelligence Unit and released this week by SAS, the big business analytics software firm, warns that financial institutions, particularly in the U.S., are “feeling too comfortable” about their risk management systems and suggests they may be unprepared for the next crisis.

Financial advisors and investors may want to heed some cautionary words this week from several economists at the Wharton School who think that the country's current economic recovery will remain a sluggish affair and, whenever it does stabilize, it will likely mark the beginning of a "new normal" that's less robust and prosperous than prior cyclical peaks.

The 1976 film “All the President’s Men” made famous the line "follow the money" and inspired an entire generation of muckraking journalists. Now some analysts at Standard & Poor's are saying their research shows this philosophy could also serve as a good starting point for identifying strong-performing mutual funds.

Wealth management firm Curian Capital this week announced plans to add eight new territories and 16 sales professionals to serve clients in New England, Oregon, Idaho, East Texas, New Jersey, the Middle Atlantic and the northern plains states.

With Fitch Rating's admonishment last week it would put U.S. debt on watch for a downgrade in early August, all three of the major rating agencies now have issued unprecedented warnings about the U.S. debt crisis, putting the country’s AAA credit rating in danger. But so far, Treasury investors have reacted with a collective yawn.

Securities America, the broker-dealer firm owned by Ameriprise Financial, may be closer to a sale amid word that its reps and advisors are being asked to sign loyalty pledges -- a common practice that often occurs when the sale of a company is being negotiated.

There is an ongoing debate in the U.S. over commission-based and fee-based advisors. Right now, it’s the investor’s choice as to which type of arrangement to go with. By this time next year, that won't be the case in the United Kingdom.

Are municipal bonds coming back into favor? Some industry analysts seem to think so.

After a couple years of strong growth and impressive returns in the market, many of Wall Street's biggest investment banks are reportedly considering some headcount reductions to cut costs.

Investors concerned that the equities markets and the economy seem to be hitting a soft patch might think about looking at stocks that have a long history of paying dividends.

Even if they bite the bullet and stay on the job well past retirement age and late into their 70s, most Baby Boomers and the Gen-Xers who follow them will not have enough savings to cover their basic retirement expenses and out-of-pocket health costs.

Giant financial institutions and wirehouses that spent fortunes attracting and retaining top-producing brokers and wealth managers over the past few years may be about to get socked with a big wave of departures this year and, especially, in 2012.

Forget ATM machines. Financial institutions that want to stay competitive are going to have to work the phones if they want to hang on to their customers in the future. That is to say, they’ll have to make their services accessible by smartphone.

Four FaithShares' exchange traded funds (ETFs) tailored for individual Christian denominations are being discontinued due to flagging investor interest.

linkedFA, a social networking web site designed specifically for financial professionals, announced a strategic relationship with Thomson Reuters, the New York-based business information service, to provide financial data to advisors using the social network.