Portfolio

Tim Ryan says focus should be on moving forward with Dodd-Frank and addressing the fiscal cliff.

In the wake of Obama's re-election, there is much that won’t change said MFS experts in a post-election webcast. Historically markets have done better under Democratic Presidents, but even more important is the business cycle and the shape the of U.S. economy.

As social media increasingly becomes the preferred medium of communication for clients, it is in the best interest of advisors to develop a successful blogging strategy to keep existing clients close (and prospective clients coming.)

While many finance firms have developed their own applications, technology expert Bill Winterberg analyzes and ranks at the top eight asset and investment manager apps for advisors.

“Last night’s speech showed that he knows that he needs the whole country engaged and to work with him,” BNY Mellon Investment Management CEO Curtis Arledge said of President Obama.

Legacy Wealth Planning announced Wednesday that it hired Mark Elston and his team of financial advisors.

The election results virtually guarantee that key portions of health care legislation passed in 2010 will go into effect next year, as scheduled. Thus, many clients will face a 3.8% surtax on investment income.

In response to the damage and disruption inflicted by Hurricane Sandy, the Securities and Exchange Commission has confirmed that it will extend the deadline for regulatory filings for publicly traded companies, investment advisors and other regulated entities.

Total estimated outflows from long-term mutual funds were $488 million for the week ended Wednesday, October 31, according to data from the Investment Company Institute.

Pioneer Investments is expanding its sales team in the Asia Pacific region with the additions of Martin Park as a sales director in Korea, Hiromi Wada as a Japan representative and Matthew Marks as Sales Director Institutional Asia.