Portfolio

In the second quarter, fixed annuities experienced highest quarterly sales since 2011, according to data from Morningstar and Beacon Research.

A year ago, when opposition from the asset-management industry killed her plan to make money-market mutual funds safer, sec Chairman Mary Schapiro looked to Timothy Geithner, then the Treasury Secretary, to tackle “one of the pieces of unfinished business from the financial crisis.” It remains unfinished.

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

Bank of America’s Merrill Lynch has capped off the summer with a round of hires from Morgan Stanley and Wells Fargo.

BNY Mellon Wealth Management has rehired a former BNY Mellon veteran to oversee the business strategy for the wealth management business and spearhead the expansion of the sales force, the firm announced Tuesday.

Growth from both retail and institutional investors has been steady in what is now called ESG (environmental, social and governance) issues.

The bank’s new chief investment strategist is assessing the product platform and is looking to expand Webster’s investment offerings.

Blogging requires a commitment, but if approached the correct way, it should not be a burden. Here are a few tips that are currently helping solo advisor Dave Grant.

Sometimes it pays to build walls in the wealth management industry—as long as they keep competitors out and clients in.

A preview of the company’s new cloud-based CRM tool suggests a solid beginning.