Portfolio

Hypothetically speaking, Franklin Templeton Investments’ latest tool should make life easier for its advisor clients.

BMO Harris Private Banking is sticking to its cautiously optimistic 12-month outlook despite economic turmoil in Europe and anxiety over the much-discussed fiscal cliff.

National Advisors Trust has launched an upgraded version of AdvisorDesk, the firm’s proprietary multi-custodian technology platform.

After six months of negative cash flows, non-qualified annuities turned positive in the third quarter.

Risk tolerance in the younger U.S. mutual fund investor set has returned to the level seen before the financial crisis of 2008, according to research from the Investment Company Institute.

It's makeover time for Casey, Quirk & Associates, which just launched its brand new corporate website.

Franklin Templeton Investments announced a new tool for advisors to create hypothetical portfolio presentations for their clients.

In the upcoming December issue, BIC will reveal its annual ranking of the Top 50 Bank Advisors. But in the meantime, here’s a sneak peek at advisors 41 through 50.

Koesterich will be responsible for communicating the firm’s strategy and market outlook to investors and financial advisers, New York-based BlackRock said today in a statement. Koesterich will report to Ken Kroner, global head of the firm’s multi-asset strategies group.

It’s no surprise the middle class bore the brunt, but what steps can they take?