Portfolio

With equities markets near record highs, what should advisors be telling clients now?

During the week ended April 17, investors steered a paltry $3.66 billion into the funds, making it their most dismal week this year.

Total estimated inflows to long-term mutual funds were $3.66 billion for the week ended Wednesday, April 17, according to the Investment Company Institute.

Atlanta-based RidgeWorth Investments has hired Ian Bachrach to fill the role of Managing Director of Marketing, responsible for all aspects of RidgeWorth’s marketing.

In 2011, 44% of brokers who left wirehouses landed at independent firms, but every broker has an array of options when it comes to independence.

Financial advisors must help combat the disconnect between investors' knee-jerk reactions and market performance.

Pacific Investment Management Co. is becoming less dependent on Bill Gross, preparing for an eventual future without the world’s best-known bond investor and adding pressure on its rising stars to live up to his legacy.

T. Rowe Price Group Inc., the asset manager that posted a profit every quarter since going public in 1986, reported first-quarter revenue that missed analysts’ estimates as institutional clients pulled money.

Linscomb & Williams, a fee-only RIA with $2 billion in assets under management, announced Tuesday it is opening an office in Birmingham, Ala.

Fidelity says the new desktop will enable the “anywhere advisor."