Portfolio

Laif Meidell is president of American Wealth Management and a FINRA registered representative with Foothill Securities, a hybrid Reno, Nev.-based RIA firm.

Financial advisors are three times as likely to respond to a sales pitch from an asset manager, broker-dealer, custodian or insurance company when the approach is made in person, according to a new study.

Morgan Stanley will get another $57 billion of deposits from Citigroup as part of its Smith Barney purchase and plans to increase securities lending, commercial real estate, corporate and warehouse lending.

Higher rates would help bring relief to bankers who’ve seen lending margins squeezed and expenses pushed up by new technology and regulations.

These 20-somethings are just beginning their saving and investing journey and there's no time like the present to get them on the right track.

Your fee should be about more than just investment performance.

Bank of America has expanded its suite of investing tools for its mass-affluent do-it-yourself customers.

To help investors cut through the clutter of ETFs on the market, Merrill Edge devised a list of 61 high-quality ETFs from which they can build their own portfolios.

g) – Emerging markets offer good long- term buying opportunities as economies globally improve, Robert Kapito, co-founder and president of BlackRock Inc., said. There is too much short-term thinking in investing and foreign investors should be diversified in order to survive this period of market volatility, Kapito said in an interview with Bloomberg Television’s Susan Li.

Here are five pieces of advice that advisors should keep in mind when going through a merger.