Portfolio

Concerns about China and turmoil in Greece, along with growing speculation about the Federal Reserve were leading factors in the decline in investor confidence, according to a Spectrem Group report.

A key component to a successful wholesaling and marketing plan to capture AUM includes identifying wire houses, regional platforms, and other RIAs who currently use your existing products and indicate strong interest in owning your ETF.

Bill Gross, who has been running the $1.5 billion Janus Global Unconstrained Bond Fund since leaving Pimco last year, is getting a co-manager.

Recent moves by Google to create high-quality searches for mobile devices mean advisors need to upgrade websites that haven't kept up with the latest technology.

Financial planners are looking for better valuations in developed economies overseas.

One year after qualified longevity annuity contracts were included as an investment within traditional IRAs and participating employer qualified plans, more people begin to appreciate the product's simplistic design and unique value propositions; Plus, three retirement loopholes that are likely to close.

Hybrid robo Autopilot provides clients with a 24/7 asset management call service, while Market Movement Strategies connects advisors with top strategists.

Analysis: Instead of the big financial monolith dictating your financial life, the power is shifting to the client -- the emerging platform is one truly built from the ground up around one simple concept: "Me."

Advisors aren't so happy this year, in particular due to changes in comp plans and subpar leadership, according to the new J.D. Power study.

Focus now has 34 partner firms nationally and three in the suburban Chicago market with the addition of Relative Value Partners.