Portfolio

More than 60% of high-net-worth clients expressed a high degree of trust in both their wealth managers and their firms, according the World Wealth Report 2013, but a majority prefer to work with a single firm to “manage all of their financial needs."

Lets just admit it. The words "indexed annuity" make advisors cringe. But is it time to give these products another look?

In May, stock and bond mutual funds, including exchange-traded funds attracted $56 billion of net inflows bringing total net intake for the first five months to about $350 billion, according to data from Strategic Insight.

At the fund family level, Vanguard Group once again led all providers with more than $11 billion in flows, according to data from Morningstar.

DCIO shops are converging this week in New York to showcase their wares and portfolio managers to advisors.

You’ve set up a Twitter account and you know how to tweet, but how can you convert Twitter followers into prospects and then clients? Marie Swift, the Marketing Maven offers tips for Twitter power users.

As Congress looks to raise revenue by eliminating tax exemptions, could 529s, which cost the government nearly $2 billion a year in lost revenue, be on the chopping block?

The United Services Automobile Association, first created as a means for army officers to insure their automobiles more than 91-years ago, has been taking a number of steps into retirement plan portfolios.

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

Within the past month, a number of mutual fund shops have embarked on branding campaigns.