Portfolio

In the latest deal for Focus Financial Firm, Boston-based RIA expands footprint, sees more acquisitions ahead.

TIAA-CREF: Heritage Helping With DCIO Efforts

Managed Futures Cost Investors Profits as Fees Wipe Away Gains

Here are some of the smartest things heard -- and tweeted -- from Tuesday's conference hosted by financial advisors and bloggers Barry Ritholtz and Josh Brown in New York City.

Treasury Bill Rates Surge to Highest Since 2008 at 1-Month Sale

Hedged Equity ETFs Gain Steam

Amid a surge in consumer assets, firms that cater to high-net-worth clients have a particular advantage, Chip Roame told an audience at the Tiburon CEO Summit.

Federal Reserve officials reassured community bankers that they are vital to the U.S. economy at a conference in St. Louis last week, while other speakers said regulators are burdening small banks with confusing, confining rules.

The firm was praised for its client marketing materials at the annual Retirement Income Industry Association conference. Allianz and Principal were also honored.

Municipal analysts and strategists are looking in the health care and housing industries and at credits with intermediate maturities for potential bargains that may be created by irrational fears over the government shutdown and the debt ceiling.