Portfolio

How to do more with less? It is a key challenge facing all investment management industry participants, as they strive to deliver outstanding customer service while wrestling with intensifying regulatory demands, and the need to manage risks and control costs.

Heartland Funds is taking a fresh approach to registered investment advisor distribution, utilizing social media, video technology and an advisory council to better support advisors. These tools help the firm more efficiently use its resources to find out what advisors want and then tailor a support strategy based on this feedbac

John Roth, manager of Fidelity Investment's New Millennium Fund, opens up to MME about the tensions between active and passive management, hard lessons learned during the financial crisis of 2008, and the biggest challenges he sees ahead.

Oppenheimer Funds and Putnam Investments have won top honors in the 11th annual NOVA Awards for innovation in the investment management industry.

John Roth, manager of Fidelity Investment's New Millennium Fund, opens up to MME about the tensions between active and passive management, hard lessons learned during the financial crisis of 2008, and the biggest challenges he sees ahead.

If you are a bank program manager looking to recruit financial advisors then you already know that this is no easy task. Here are four tips to help with recruiting.

Exclusive: Without any notice, ‘fee-only’ is replaced with ‘none provided’ on CFP holders’ profiles.

Institutional demand for exchange-traded funds (ETFs) has increased markedly in recent years, fueling rapid growth of a product originally geared towards retail investment, says Moody's Investors Service in its new special comment "ETFs: Increased Liquidity and Product Range Drive Institutional Participation."

Despite continued economic and market uncertainty, most advisors expect 2013 to be a good year according to a new poll released today by SEI.

Bloomberg -- Technical malfunctions at stock exchanges around the world are putting their owners’ credit ratings in jeopardy, according to Standard & Poor’s.