Portfolio

Mutual fund companies are facing ongoing challenges in overseeing their financial intermediary relationships as omnibus processing and the reliance on FIs continue to increase, according to a new survey by Boston Financial Data Services.

The muni market, reeling from one of the worst selloffs in 25 years this week, witnessed record-breaking outflows to muni bond funds of $4.53 billion for the week of June 26.

Those popular annuities and their guarantees became too expensive for the so-called manufacturers to offer. Some got out of the game and those that remain have cut back on features. What can an advisor do?

The San Francisco-based regional bank extended portfolio management and asset allocation services to clients with $50,000 in investable assets.

An aging population has forged new partnerships between wealth advisors and health care planners.

A majority of wealthy clients say they are holding onto cash even as confidence improves.

Judd Gregg, the Securities Industry and Financial Markets Association's CEO, discusses what still needs to be done to restore investor confidence in the financial markets.

Investors yearning for income and fearing rising interest rates are clamoring for loan funds.

Wes Long, executive vice president and head of the private client services group at Wedbush Securities discusses his 23 years in the securities business.

The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy.