Portfolio

CLS Investments has appointment of Brian Clark as a wholesaler, covering Southern California, parts of Nevada, and all of Utah.

Vanguard has dismissed one of the advisors on its $6.8 billion Vanguard International Value Fund (ticker: VTRIX).

The current economic recovery, while slow, is on track. Fiscal cliff fears have been grossly exaggerated, to the detriment of investors and planners. And sometimes there’s an upside to a modest recession.

Boston-based Lee Munder Capital Group is currently prepping an alternative mutual fund to launch in April.

Though many advisors say that they want to boost client satisfaction, most don’t know how to make it happen. By taking the right steps to keep your clients highly satisfied, you will be able to position your practice for stronger growth.

Jenni Rivera was a singer-songwriter, actress and Telemundo TV star who died tragically and now her estate will be as rocky as her life.

U.S. exchange-traded fund assets increased by $292.7 billion or 28% in 2012, in part driven by positive cash flows of $182.6 billion, marking a new all-time high for the industry on the eve of its 20th anniversary, according to data from State Street Global Advisors.

More municipal bond investors have shown an affinity for actively managed muni ETFs.

Inflows returned to the market for municipal bond mutual funds with a vengeance, at $1.55 billion for the week ended Jan. 9.

Lincoln Financial Group has selected the FireLight platform to automate and streamline its annuity applications.