Portfolio

The tax-exempt market took another beating Monday as the 10-year yield rose to a 24-month high and traders said demand for municipal bonds was still deteriorating.

Advisors needs and wants are moving targets and mutual fund wholesalers must constantly adjust to if they want to hit the bullseye.

Government policy is becoming a more prominent topic of conversation between financial advisors and their clients, according to a recent study as well as anecdotal reports -- and remarks by the Federal Reserve chairman last week on the future of the Fed’s stimulus policy have spurred even more discussions about government policy.

The recent notification from FINRA, that the regulator will spot-check social media communications of its members, underscores how crucial it is for firms to have a robust social media policy in place. Here are 11 issues to consider in crafting an effective social media policy.

Mercer has made three senior-level appointments to its global investments and retirement units in Europe and in the emerging markets.

AdvisorShares is prepping another active exchange-traded fund to add to its roster.

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

Exchange-traded fund investors pumped in some $84 billion of assets into equity ETFs while fixed income funds brought in $30 billion through May 31, according to data from State Street Global Investors.

Advisors and institutions are turning to mutual funds as their choice du jour to access alternative strategies, according to new findings by Morningstar.

To stay competitive in attracting the next generation of clients, advisors will need a strong digital presence. Social media is a big part of that, says UBS advisor Mitch Slater.