Portfolio

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.

FINRA's social media spot check notification last week shouldn't come as a terrible surprise to the industry. The announcement underscores the need for firms to thoughtfully develop clear policies to supervise and manage usage, content and engagement.

Thirty eight percent of fund firms across the country said that they will increase technology-related costs while a total of 17% of respondents said they expected no change in whether their firm's technology costs would rise or decline for the rest of 2013, according to the 2013 Money Management Executive Technology Survey.

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.