Portfolio

While liquid alternative assets grew double-digits last year within the wirehouse segment, the asset class has also seemingly hit a wall.

The movement to integrate previously disconnected applications used on the advisor desktop grabs the “low hanging fruit” opportunity for efficiency – eliminating repeated manual entry of data, but Neal Ringquist says advisors are barely scratching the surface of opportunity.

The U.S. exchange-traded funds market is primed to double up on its current $1.5 trillion in assets to the tune of more than $3.5 trillion in assets over the next five years, according to iShares’ latest forecast.

Advisors may soon see lower fees for liquid alternative asset funds – hedge fund mutual funds – thanks to the push by hedge fund managers to market these plans more aggressively into the defined contribution space, according to panelists at last week's 25th annual Morningstar Investment Conference.

Scottrade emerged as the top-rated firm in J.D. Power & Associates 2013 U.S. Self-Directed Investor Satisfaction Study, but overall investor satisfaction with self-directed firms declined from last year.

The amount of money investors have withdrawn from municipal bond mutual funds, at $1.61 billion for the week of June 12, continues to climb and break records for the year.

The first decade of the 21st Century dramatically changed the landscape for financial advisors.

A new Portland, Ore.-based investment shop has bagged its first sub-advisory mandate courtesy of its affiliate.

Yes, it's that time of year again.

Delaware Investments’ Optimum Large Cap Growth Fund (OCLGX ) is dropping Marsico Capital Management, as a sub-adviser to the fund on June 19, according to a regulatory filing.