Portfolio

Stock funds started the year with a bang.

With the new office, the Ric Edelman-owned wealth management firm now has 32 offices in 13 states.

Russell is looking for a new director of defined contribution.

A meeting at the $79 billion Oregon Investment Council (OIC) last Wednesday resulted in two new investments, Jeff Sinks, communications director for the Oregon State Treasury, confirmed to Investment Management Mandate Pipeline, a sister publication to Money Management Executive.

While the number and size of RIA mergers and acquisitions stayed relatively constant last year, the players shifted sharply, according to a new report released Monday by Schwab Advisor Services.

Hatteras Funds earlier this month announced that its Hatteras Managed Futures Strategies Fund (HMFIX, HMFAX) is now available on the Charles Schwab Mutual Fund OneSource Platform.

Here we present a new look at our Top 50 Bank Advisors list, reshuffled and ranked by percentage increase in annual production (and then we cut it down to just the top 20).

Exchange-traded products are on a roll, following up a record year of flows with a major milestone the first month of the new year.

Jonathan Baum, the chairman and CEO of Dreyfus, resigned from the firm on Monday, Jan. 21, to pursue other interests, Morningstar reports.

Cynthia Friedlander has been named director of fixed income regulation in the member regulation division of the Financial Industry Regulatory Authority, FINRA announced Thursday.