Portfolio

Laif Meidell discusses market volatility and how advisors and investors can benefit from taking on a more defensive portfolio position.

Building a successful fund requires a distinguishable brand, an effective marketing strategy, and a commitment to distribution support.

Loomis, Sayles & Company announced that Peter Marber has joined the company as head of emerging markets investments.

(Bloomberg) -- Morgan Stanley, which is set to receive another $57 billion of deposits from Citigroup Inc. as part of its Smith Barney purchase, plans to accelerate lending to put those funds to use.

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.