Portfolio

Of the 296 funds that picked up Lipper U.S. Fund Awards this year, only nine were peer-group winners for all of the eligible time periods. See the list here.

Of the 296 funds that picked up Lipper U.S. Fund Awards this year, only nine were peer-group winners for all of the eligible time periods. See the list here.

Fixed indexed annuities have helped drive overall industry growth, as advisors at large B-Ds and wirehouses embrace the controversial products.

The Pimco Total Return Fund, the world’s largest bond fund, produced the worst risk- adjusted return over the past year among 16 U.S. intermediate- term funds with at least $5 billion in assets, according to the BLOOMBERG RISKLESS RETURN RANKING

Clients can use social media to effortlessly endorse and recommend their investment advisors. Here's what advisors must understand about client testimonials on social media.

How do I balance my personal and professional life online? This is a common social media strategy question among advisors, but it's time to remove the divide.

Adding to the information services Morningstar offers to financial advisors, the company has acquired ByAllAccounts, a firm that provides data aggregation technology for financial applications.

As regulatory scrutiny intensifies, advisors must design and support policies and processes to avoid compliance missteps. New technology tools can help.

Lawyers and clients are considering legal action to obtain new arbitration cases or revisit decisions amid allegations that a former FINRA arbitrator lied about being an attorney during his 15-year tenure.

There are a number of social media mistakes that can trip advisors up. Get these details right to boost your social presence and see your content shared further.