Portfolio

Registered investment advisors expect to see increased usage of ETFs in client portfolios, while aversion to risk remains high, according to results of Invesco's RIA Market Research Study.

Compared to other types of advisors, 40% of wealthy investors in that range were likely to choose a full services brokerage (such as a wirehouse or regional broker-dealer) over another advisor such as an RIA or accountant.

Macroeconomic factors like advances in technology and global population growth, not to mention market volatility and investor fear, are accelerating the need for financial advice said Marty Flanagan, president and CEO of Invesco, at the Money Management Institute 2012 Fall Solutions Conference on Wednesday.

As you navigate your way around the future of mobile technology, there are signposts that you must be aware of so as not to make a wrong turn and end up in a perilous situation. Here are four things advisors should watch out for to make the most out of mobile technology.

Outflows from U.S. stock funds decelerated last week to $2.3 billion; bonds more than make up the loss.

Cantor Fitzgerald, a New York global financial services firm, announced Wednesday it hired Theresa Mozzocci as head of marketing and sales for its investment advisory arm.

A new finding by Invesco is sure to make a few exchange-trade fund providers smile.

Not returning calls from a spouse or significant other may land you in the dog house, and the same goes for your million dollar clients. Waiting too long for a callback from an advisor was the number one reason, even more crucial than giving the right advice, that clients went looking for someone Check out the top five, according to research on millionaire clients from Spectrem Group and its subsidiary, Millionaire Corner.

“We see RIAs increasing market share by 0.5% to 1% a year,” said Scott Smith, an associate director at Cerulli. “as the full-service firms experience an erosive but not a catastrophic decline.”

Brown Brothers Harriman & Co. is looking to close the BBH Core Select fund (BBTEX, BBTRX) to new investors when total net assets in the fund reach approximately $3.5 billion.