Portfolio

Independent RIAs in the increasingly competitive -- and lucrative -- San Francisco Bay Area market may have to raise their game, according to a leading investment banker.

The Federal government shutdown will leave most agencies overseeing the bond market mostly operational in the near-term, but the municipal advisor rule’s implementation will be delayed and issuers are worried that Build America Bond payments might be cut off or delayed.

Pimco's Bill Gross said the U.S. will avoid a “catastrophic” default on Treasury securities even if lawmakers fail to raise the debt ceiling.

Rob Goldman founded Goldman Small Cap Research (GSCR)-not affiliated with Goldman Sachs-in 2009. He has over 20 years of investment and research experience as a senior research analyst and as a portfolio and mutual fund manager.

Case studies can be a great way to communicate the reasons a client should work with you -- as long as they want to read all the way to the end.

Atlanta Capital and PFM say they will offer more concierge services to families with less than $20 million in AUM.

Bloomberg -- A partisan stalemate that partially shut down the U.S. government may lessen the appetite of lawmakers for risking a debt default later this month.

As the court battle between Michael Jackson’s heirs and entertainment company AEG heads to the jury, the case highlights five legal challenges and complications that the estate executors have had to worry about in the last few months alone.

Bloomberg -- Most U.S. oversight of financial markets and institutions will continue to operate as usual during a government shutdown because most regulators are funded with independent revenue.

The vast majority of Americans ages 25+ with more than $200,000 in investable assets surveyed in the Allianz Life 2013 Investor Market Perceptions Study said they are seeking some form of protection from losses as they accumulate assets for retirement.