Portfolio

The core portfolio allocation for moderate investors has traditionally been a 60% equities and 40% fixed-income mix. But changing market dynamics may pose a challenge to this construct going forward for three important reasons that you and your clients need to be aware of.

In order for advisors to stand their ground to direct providers like Fidelity, Schwab and ETrade, they must not lose sight of younger and low to middle market investors, says Bing Waldert, director at Cerulli Associates.

Direxion has launched two leveraged exchange-traded funds that track Japanese equity market performance.

RIAs love the flexibility of running their own business, but, when your bedroom becomes your office, it becomes difficult to keep a schedule. Dave Grant says he loves the flexibility of being self-employed, but internally he's screaming for a schedule. Check out some of his ideas and offer him some ideas that have worked for you.

Janus Capital Group has appointment Jeff Pawliger as regional director with Janus' Advisor Solutions Group to spearhead the growth of Janus' intermediary distribution and sales in Southern Florida.

Following a bearish May, investor confidence shot up in June, according to the State Street Global Investor Confidence Index released Tuesday.

Direxion has launched two leveraged exchange-traded funds that track Japanese equity market performance.

More than one in four Baby Boomers and Gen Xers who otherwise would have had adequate retirement income are projected to run out of money if rates remain as they are.

Little Silver, NJ-based WBI Investments has added two mutual funds to its lineup: the WBI Absolute Return Balanced Plus Fund (WBPNX, WBBPX) and the WBI Absolute Return Dividend Income Fund (WBDNX, WBDIX), bringing the fund family to four funds.

Who are the most productive top program managers? Here’s a ranking of our top program managers by production per advisor. How do you stack up?