Portfolio

American investors say they are looking for holistic financial advice from advisors with a financial planning certification, according to a survey by the CFP Board of Standards.

Bloomberg -- Con artists are taking advantage of the legalization of medical marijuana to lure investors into buying stock in weed-related companies, regulators said.

Con artists are taking advantage of the legalization of medical marijuana to lure investors into buying stock in weed-related companies, regulators said.

Bloomberg -- President Barack Obama met with Federal Reserve Chairman Ben S. Bernanke and other financial regulators to urge quicker progress on implementing the Dodd-Frank law.

The estimated U.S. mutual fund asset flows for July 2013 were released by Morningstar today. Investors added $15.9 billion to long-term mutual funds in July, driven by inflows of $7.9 billion into international-equity funds.

Visium Asset Management announced the launch of the Visium Event Driven Fund (VIDVX). This is the first mutual fund offering for the alternative asset management firm, which was founded in 2005.

As low interest rates and sluggish loan demand continue to make healthy profit streams from traditional deposit and lending activities harder to come by at financial institutions, investment programs are increasingly viewed as a critical channel for generating non-interest income.

Are you paying enough attention to your top 20 clients? Here are some tips to help you retain your best clients.

Bank of America has launched a campaign around socially responsible investing that is designed to enhance products and services available to a growing segment of clients concerned with value-based investing.

Two of the most influential organizations in the world of independent planners, the CFP Board and NAPFA, do not agree on the definition of one of the most hot-button terms in the profession: fee-only.