Portfolio

Private Advisor Group, the largest branch of LPL Financial, has hired Abby Salameh as part of the unit’s senior executive team as it expands its advisory services.

While the use of ETFs continues to surge, their low expense ratios appear to be most prized by multi-millionaires, according to a study by Spectrem Group.

Private Advisor Group, the largest branch of LPL Financial, has hired Abby Salameh as part of the unit’s senior executive team as it expands its advisory services.

Membership in these organizations is by invitation only -- but the top advisor execs who belong say the select clubs offer a big payoff. Here's how they work.

The company announced Thursday that Schwab Investment Management would be introducing six new ETFs, weighted by fundamental factors instead of by traditional market capitalization.

Finding ways to reach shareholders with an appropriate message and choosing the medium to do so consumes the resources of many a fund company. Firms need to communicate bad news to shareholders in a gentle manner, trumpet the good news and economize the delivery of mandated disclosure information.

When using hashtags for business and thought leadership purposes, there are three best practices to keep in mind.

Institutional investors' allocations to dollar-denominated bonds have dropped to the lowest level since 2007 as strategists at Morgan Stanley and JPMorgan Chase & Co. see a shift away from the debt that may fuel higher borrowing costs.

First came the big airline mergers. Now two Dallas RIAs that focus on airline pilots have combined as well.

Our attention spans are growing shorter and competing with multiple devices – often simultaneously. So in order to express an idea that gets noticed and shared, you need to trim your critical points into sound bites.