Portfolio

Savvy financial advisors are using social sites to differentiate themselves from the competition and to build trust and credibility. Perhaps the biggest reason for financial advisors to get involved in social marketing can be summed up in four words: Your customers are there.

Omyen, which is based in Westwood, Mass., specializes in developing technologies for comprehensive financial planning and client education. The technology will be added to the FPA Practitioner Resource Guide, which is a directory of solutions and benefits to help FPA members build their business.

Fidelity Investments seems to be not-so-secretly building its long-awaited foray into the exchange-traded fund market out West, after hiring an executive and creating a new division in Denver.

Nationwide Funds has launched a new inflation-protected mutual fund, the Nationwide Inflation-Protected Securities Fund (NIFAX/NIFIX), which will primarily bets on U.S. Treasury-issued Inflation Protected Securities.

A greater number of Americans believe that their personal finances and the economy are in better shape than they were a year ago, according to a new survey from a unit of JPMorgan Chase.

Palmer Square Capital Management this week added a merger arbitrage manager to its growing stable of alternative funds.

The Alternative Strategies Mutual Fund, a series of Northern Lights Fund Trust II, has bid farewell to a quartet of subadvisors, according to a Securities and Exchange Commission filing.

What are mainstream media publications writing about the wealth management industry: A look at tax hikes (and tax cuts); college savings; the Fed's attempt to boost the economy; what should entrepreneurs know about estate planning; and how good are your planner's credentials?

Emerald Asset Advisors has tapped Trademark Capital Management to manage the EAS Global Cycle Fund (EGCAX, EGCEX, EGCSX), now renamed the EAS Trademark Capital Global Fund.

Orinda Asset Management, an independent, privately-held asset management firm, has launched the Orinda SkyView Macro Opportunities Fund (OMOIX and OMOAX), a multi-manager hedge fund offering.