Portfolio

Lipper granted its awards to the best mutual funds and best overall fund families this week. Here are performance stats on the winning funds of the winning companies.

ETFs are not only for the retail investor looking to make investments on the cheap; product providers and researchers report institutions are increasingly driving ETF inflows by adding them to portfolios.

The most dangerous time for the Treasury market this month will be when the U.S. issues employment data on Friday, if February and March are any guide.

Despite fears of rising interest rates, long-term Treasury bonds are worth considering.

When it comes to actual dealmaking, using multiples is a dangerous and irresponsible way to value RIAs.

Morgan Stanley gave James Gorman the biggest raise yet among Wall Street chief executive officers for last year, boosting his pay 25% to $22.5 million.

Contrary to so much that has been written and said about the rise of the machines and the demise of human financial advice, the need and demand for personal, face-to-face, human advice will remain. Here's why.

If you want to turn site visitors into clients, here are four things to keep in mind.

A client who earns a higher income than her spouse is advised to file for benefits before reaching full retirement age so her husband can begin getting a spousal benefit.

Our latest tracking data shows that advisors are allocating more to global equities due to changes in the European Central Banks's monetary policy and more favorable valuations compared to equities at home.