Portfolio

Municipal mutual funds reported $82.1 million of net inflows in the week ended Feb. 12, bouncing back from a $227.3 million outflow the week before, Lipper FMI reported Thursday.

(Bloomberg) -- Fidelity Investments, the second- largest U.S. mutual fund company, reported a 13% increase in operating income last year as the rally in equities boosted assets.

For all their recommendations to buy emerging-market stocks, the world’s largest money-management firms haven’t convinced some investors that the worst start to a year since 2009 is over.

Municipal mutual funds reported $82.1 million of net inflows in the week ended Feb. 12, Lipper FMI said Thursday.

Don't ask when clients want to stop working, instead ask what they want to do next, says one practice management expert.

From wirehouse CFPs talking about not telling clients they weren't really fee-only to industry researchers discussing the opportunities for advisors with LGBT planning expertise, here are the most notable quotes from the past week's stories.

The board approved a rule proposal that would impose new limits on financial advisors' ability to remove information about customer disputes from BrokerCheck.

Hot on the heels of record revenues for 2013, LPL plans to repurchase nearly 2 million shares from one its largest shareholders.

The BAM Alliance, a community of more than 140 independent wealth management firms across the U.S., has added nationally-known financial author and blogger Tim Mauer as its director of personal finance.

A cross-border practice in the Southwest appeals to Canadians seeking better weather and favorable tax treatment.