Portfolio

Once you've identified the risks and opportunities among your female client base, it's time to take action to better serve female clients. Here are four key strategies to consider.

The new portfolio management and research tool is aimed at advisors in both Raymond James' employee and independent channels.

For any number of reasons, clients sometimes want to prevent their inheritors from draining their IRA accounts right after they die. LPL Financial is joining a handful of other firms in offering a turnkey product -- a so-called inherited “trusteed IRA” -- for advisors to use in these situations.

The members of Generation Y, also known as "millennials," have vastly different backgrounds and expectations than the generations before them. Today's 20-somethings can't remember a time without smartphones or the ability to access the information most important to them whenever they need it. It would be easy for some mutual fund managers to assume that millennials lack the same mindset or appetite for risk when it comes to investing and saving than previous generations, and view attracting them to mutual funds as a Herculean task. However, both of these assumptions are false. If managers embrace the technology and engagement with companies they trust that millennials have grown up with, they can successfully grow their assets by appealing to this relatively untapped investor base.

The Municipal Securities Rulemaking Board will issue two concept releases next month, one seeking public comment on whether to develop a best execution rule and another requesting input on enhancing post-trade data reporting and developing standards for collecting and disseminating pre-trade information.

Vanguard’s exchange-traded funds continue to increase in popularity among investors in the United States, the company has reported.

Global Expansion Keeps CFOs Optimistic Participants in the 2013 Bank of America Merrill Lynch CFO Outlook Mid-Year Update gave the U.S. economy an average score of 58 out of 100. This figure was up from 49 in the last survey conducted late last year. The global economy received a score of 51, up from 45.

The Treasury Department said it expects to borrow $209 billion in the third quarter and end with a $95 billion cash balance.

Since 2008, investors have sought new investment strategies less affected by market downturns. At the same time, many hedge fund managers who survived the collapse with positive returns are looking to expand their offerings to the retail market. Adding budget cuts and new regulations to the mix creates a recipe for potential problems.

Jim Atkinson leads Guinness Atkinson Asset Management, which has $359 million in assets under management, a staff of 20 and an offering of eight no-load mutual funds.