Donna M. Mitchell

Mutual fund investors preferred bonds, while gold set the standard for ETF inflows.

A lot of wealth management firms are unprofitable so-called lifestyle practices, according to a report by Fiduciary Network.

Marketing is on the mind of the CFP Board of Standards, new leaders at Atlantic Trust and Citi Private Bank, plus more executive changes for this week.

Those with succession plans favor turning the firm over to key employees.

A look at the new top dog at Northwestern Mutual, a series of new advisors at Benjamin F. Edwards, and more executive changes.

Domestic companies have strong cash flows, consumers are inclined to keep spending, and European banks have the means to weather a sovereign debt default, according to MFS Investment Management.

An interview with the new NAPFA chair, executive changes at Bessemer Trust, a new head of Raymond James' women advisors group and more.

First award to be handed out in March.

The regulator wants $26 million more for inspections and examinations next year.

Survey also finds little confidence in financial regulatory reform.

After the so-called flash crash on May 6, and leading up to the $1 trillion debt bailout extended to Greece, Moss Adams knew how to react. They largely did nothing.

During his 17-year career, Aziz Hamzaogullari has honed a deliberate style for managing equity portfolios, pegging the worth of held companies not just by their market capitalizations, but whether they pass three important tests.

Pax World Management is breaking more new ground by rolling out the industry’s first family of environmental, social and governance ETFs.

Despite taking severe double-digit losses on their portfolios, affluent investors surveyed recently by HSBC still largely have the same portfolio allocations they did at the onset of the financial crisis in 2008,

Observers say that the financial services company can thrive in a wirehouse-dominated market

The UBS executive is named to chair a CFP Board council, changes at Citi Private Bank, and more.

According to a survey by TradeKing, after using 2008’s tax refunds to pay off debt, investors are now looking to put their refunds to work in equities.

A new legal eagle at BNY Mellon, executive changes at MassMutual and more.

HighTower looks for growth, changes at BNY Mellon's wealth unit, and more people on the move this week.

A new role for the former FIMRA executive at a New York law firm, executive changes at Evercore, and more.