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Even not-so-wealthy clients now have a chance to participate in alternative investments, courtesy of a new mutual fund with a minimum investment of $1,000 from Wilmington Trust.

A recovering economy has done little to change the bleak retirement that Baby Boomers see in their future.

Northern Trust Vice Chairman Sherry Barrat will retire at the end of June after leading the company’s financial services business for five years.

Even though retirement portfolios have nearly recovered from the financial crisis, investors have not, say financial advisors in a recent survey.

Investors continue to spurn mutual funds that invest long-term in U.S. stocks. For the week ended March 28, investors pulled $3.53 billion from the funds, the largest weekly outflow so far this year.

Wintrust Financial Corporation has added a new member to its wealth services team in a push to expand in the Chicago market and its suburbs.

Investors are interested in adding alternative assets to their IRAs, but lack the expertise — and often the advisors — to go about it.

Advisors have increased their recommendations of variable annuities since 2008, regardless of whether they were annuity supporters or skeptics.

Advisors have increased their recommendations of variable annuities since 2008, regardless of whether they were annuity supporters or skeptics.

Advisors have increased their recommendations of variable annuities since 2008, regardless of whether they were annuity supporters or skeptics.

Even though investors of all wealth brackets want more online capabilities, they still value advice traditional financial advisors are able to provide.

Investors under 50 have a general understanding of the tax advantages of IRAs but appear to confuse the specific benefits of traditional and Roth IRAs.

Industry veteran John Morris joins Bank of the West’s Wealth Management Group as head of its investment products offering for affluent and high-net-worth clients.

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Millionaire as well as mass-affluent households in the U.S. are markedly more optimistic about the economy than they were just two months ago.

Raymond James Financial Services, Inc. has promoted Jamie Kosharek to southeast regional director for the Financial Institutions Division.

Fifth Third Securities hires regional investment manager for Northern Ohio and Western Pennsylvania.

New platform will offer perks like an automated money movement process, among other things, which is designed to enhance the client experience.

Commerce Bank promoted a portfolio manager in Kansas City to vice president and market executive for its trust operation’s central Missouri region.

Realizing that advisors needed help in the current low-yield environment, Schwab decided to offer an automatic bond ladder investment composed entirely of PIMCO municipal bonds.