Portfolio

The shaping of this year's list reveals plenty about the shifting dynamics of the RIA industry.

Fixed-income gained more ground, while the 14 best-performing equity mutual funds all focused on precious metals and enjoyed gains of more than 20% .

A portion of the health care law could carry some unpleasant surprises for high-income taxpayers.

iShares is looking to ring in the New Year in a contrarian way.

Advisors naively believe that only 17% of their clients hold a direct account when in fact 74% do, according to a new report from Boston-based research firm Cerulli Associates.

WHV Investment Management today announced that Andrew Turner will join the company as president and chief executive officer, replacing Judith Stevens who is retiring next month after more than three decades with WHV.

Emerald Asset Advisors is starting out the New Year with one less fund to worry about.

Southfield, MI-based Advance Capital Management’s Board of Directors today passed a resolution terminating the sub investment advisor relationship with Birmingham, MI-based Seizert Capital Partners.

Parametric Portfolio Associates, a subsidiary of Eaton Vance Corp. (EV), and The Clifton Group Investment Management Company announced today the completion of the previously announced purchase of Clifton by Parametric.

Morningstar today gave props to a few funds that that the research firm said went from worst to first in 2012.