Portfolio

With a team approach focused on transparency and employee development, Truepoint continues to succeed not just on financial marks but also on the two metrics it tracks: client and employee satisfaction.

Advizent, the would-be marketing and branding consortium for independent advisors, closed down Thursday, one year after its ambitious launch by industry heavyweights Steve Lockshin and Charles Goldman.

Investors are showing a bit more willingness to step out and take on a bit more risk with equities, despite the worrying headline du jour.

Eaton Vance Corp. asked U.S. regulators for permission to start a series of actively managed exchange-traded funds that wouldn’t disclose their holdings daily.

Here are 6 steps in how to segment your book of business. This how-to comes courtesy of regular Bank Investment Consultant contributor Todd Colbeck.

PALM DESERT, Calif.-Developing products to meet intermediary demands always is a challenge. But a whole new can of worms opens up, once that product hits the market.

In the April issue of Bank Investment Consultant, we detail how financial advisors can boost their business by working with small business clients.

What do former president George W. Bush, country songwriter Pat Green, four days of advisor-focused panels, and a dance party have in common? They are all aspects of Raymond James' 2013 national conference.

Since the 2008 financial crisis, Wall Street pay is down, double-digits. But, over the sweep of the past quarter century, it's a different story. SOURCES: Office of the New York State Comptroller, U.S. Bureau of Labor Statistics

FSI has added Derek Bruton of LPL and Seth Miller of Tranamerica Financial Advisors to its board.