Portfolio

Thinking of working for a family office? First look under the hood – and into the mirror.

Thanks to video conferencing, RIAs have a much broader array of hiring options to consider.

Pacific Investment Management Co.’s William Gross, the billionaire who runs the world’s largest mutual fund, is re-jiggering family investments in Pimco bond funds that have been beaten down by rising interest rates.

Right now, hedge funds cannot technically advertise to anyone. They cannot solicit potential investors — they must find a way to cleverly (but legally) inspire accredited investors to come to them, ask questions, and hope they’ll stick around. It’s not an easy business by any means, but with the potential to make billions of dollars a year; enterprising individuals are frequently attracted to the industry.

Municipal bond investors, spooked that interest rates' climb from record lows is accelerating, continue to pull money from the market in record-breaking droves.

Our current cover story in the magazine focuses on the state of the third-party marketers in the bank channel. One aspect of the industry that we were not able to include is a ranking of these broker-dealers by AUM. So we list them here for your perusal.

Are you looking to improve your relationships with colleagues and clients? Check out five simple steps from recruiter and consultant Rick Rummage.

A South Florida man charged with running a $13.6 million scam involving nonexistent shares in companies including Facebook and Groupon was sentenced to 11 years in prison.

Milwaukee-based Direxion Funds is currently prepping the Direxion Long/Short Global Currency Fund to launch within the next few months.

Classes may be coming to an end for millions of students this month but it is just beginning for one BlackRock executive.