Portfolio

Huntington announced today that Gregory A. Smith was named president of Cincinnati-based Haberer Registered Investment Advisor, a wholly-owned subsidiary of the Huntington National Bank.

First Financial Northwest in Washington ousted a longtime CEO, while HopFed Bancorp in Kentucky seated an outsider on its board and canceled an acquisition, under pressure from activist shareholders. More banks can expect similar fights.

Bloomberg -- Bank of America Corp. is seeking approval of a $160 million settlement from a judge who thrice rejected requests by black financial advisers at its Merrill Lynch unit to sue as a group over alleged racial discrimination.

Strategic marketing customized for female clients helped one longtime planner build her own practice up to $100 million in AUM.

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.

Impulsive investors have migrated from one asset class to another, resulting in a series of asset bubbles. If you zig when they zag, you can find buying opportunities.

With caregivers and family the most common culprits, advisors have become a first line of defense.

The modern version of balanced funds, these portfolios continue to make inroads with investors.

Predictions of a hard landing for this nation's economy are overblown.

Many planning metrics, used forever to craft retirement portfolios, are no longer valid. Here are the new numbers and strategies you'll need when planning for your clients' tomorrows.