Portfolio

Neuberger Berman Group has announced it will begin offering a zero-sales-charge share class.

LinkedIn is a powerful tool for advisors to connect with potential clients, but it should be used with careful diligence. Failure to do so could result in ineffective platform execution, or even worse – a breach in compliance.

Denver-based Cambiar Investors will close the Cambiar Small Cap Fund (CAMSX) to new investors on April 30.

Putnam Investments LLC, the asset manager in its fifth year of a turnaround effort by Chief Executive Officer Robert L. Reynolds, introduced six new mutual funds, including two aimed at investors weary of stock swings.

Westwood Holdings Group last week announced that the Westwood Income Opportunity mutual fund has surpassed $1 billion in assets.

Raymond James is going after more top advisors -- and it's changing its payout structure to do so.

Rapidly changing U.S. demographics are ikely to render industry assumptions ineffective, Conning says. Protection gap offers potential for future growth.

A coalition of charities has expressed concerns about a Senate budget proposal that could potentially place a limit on charitable deductions.

Last year, Congress passed the JOBS Act, a new bill designed to foster the growth of startups. Hedge funds were particularly excited about the bill because it was expected to allow the SEC to form new rules for the industry. Jesse Marrus writes, in the months since the bill was passed, little has come from the JOBS Act. Hedge funds are still waiting to hear from the SEC, and investors are still jumping through hoops.

Company A last year pumped up its revenues by 44.6%-from a base of $108.2 billion.