Lee Conrad

Fund will buy the stocks of companies that make much of our modern high-tech lives possible.

Cambridge CTO will provide chief technology officer expertise for funds.

Wells added an advisor in South Carolina and another in Georgia.

Thomas Hirsch will oversee financial advisors serving clients across Kentucky while also serving his own clients as a senior vice president of investments.

The political climate - not to mention the actual climate - are issues investors should be thinking about.

The Boston company attributes this increase in part to regulatory changes in the not-for-profit industry that have prompted some employers to consolidate providers.

If your clients’ eyes glaze over at the mere mention of money markets, remind them of the dark days when these safe investments were suddenly risky.

Confidence slipped a bit further this month, particularly in the developed world, according to the State Street Investor Confidence Index.

He will take over from James Shorris, who has been acting chief of enforcement since Susan Merrill left the organization in March.

UBS named Philip Lofts as CEO of UBS Group Americas, and Maureen Miskovic as group chief risk officer.

For anyone born today, the cost of four years at a private college will be about $440,000 by the time they arrive at those hallowed halls.

Three of the new funds will invest in large-cap stocks.

The industry’s professional researchers are starting to turn more optimistic about the economy’s telltale signs.

You need to know where your profits are coming from, but to truly serve your clients, it would also be nice to know how their behavior separates them into groups.

The economy isn’t exactly good yet, and elections are around the corner. With all that uncertainty, there are still some smart places to put money to work.

Some parts of the fixed-income market are hard to track with a traditional ETF.

Asset manager will continue to recruit more advisors in the Dallas area.

Equity markets to show some more upside, while munis hit a few bumps in the road.

Advisors Tony Noisom and Chris Musino joined Raymond James from Wells Fargo in Coral Gables

The coming weeks will be interesting and advisors will be caught in the middle trying to strike a balance.