Portfolio

Fidelity Investments is dipping its toes into hedge fund waters via a multi-manager mutual fund launched in partnership with hedge fund shop Arden Asset Management.

Expect reinforcements to Sentinel Investments' defined contribution team.

Getting introductions from current clients is the most important way to generate new clients, but too many advisors do not regularly reach out to their clients to ask for these crucial introductions. How can you make it happen.

My favorite lobbying move of the year came in early May, in, of course, Washington, D.C.

Some planners offer all of their clients concierge services, while others help only top clients with special projects. No matter the details, concierge services help advisors strengthen existing client relationships and attract new ones.

The holidays have been good for money market funds.

Five years ago, only about 15% of new clients came in over the transom, says the chief executive of one leading RIA. Today, that number has grown to 25% to 35% -- with many of those prospects specifically looking for independent advice.

Municipal bond mutual funds recorded their fifth straight week of inflows, and their 62nd week of positive flows in the past 66 weeks.

In an industry where everyone seems to have an opinion, these financial services veterans have learned to leverage Facebook, Twitter, LinkedIn and other social media to their advantage.

Vanguard Group may already be the largest mutual fund provider in the nation, but that doesn't mean it plans to stop growing.