Portfolio

LearnVest, a financial management website built as an electronic financial advisor for mass market investors, will announce Tuesday morning it is now a registered investment advisor and will be hiring more advisors in the coming months.

Herb Morgan has a good barometer to tell how hot the market for exchange-traded funds is getting.

Insurance is an important part of all your clients' financial plans. The current controversy surrounding Michael Jackson's estate and litigation serves as a stark reminder to your clients to be careful and make full disclosure so their heirs don't have to face a lawsuit over an insurance claim when they die.

Federated Investors has added $4.4 billion in assets from four Fifth Third money market funds into four existing Federated money market funds.

To become more successful, most small business owners must begin by acknowledging all of the areas in which their business falls short. For independent advisors, and many entrepreneurs, this can be a tough thing to assess. Never fear: Four key custodians offer four simple ways to improve your business.

The Dow Jones Industrial Average sawed off 52.35 points Monday to finish at 13,254.29 while the Nasdaq and S&P 500 lost 32.40 points and 8.84 points, respectively.

Preparation is the key to a successful audit. The following guidelines will help your firm smoothly navigate the regulatory audit process and manage any possible surprises.

BlackRock is cutting fees for its large exchange-traded funds next quarter in response to pricing pressure from the Vanguard Group, Bloomberg reports.

Dimensional Fund Advisor has made its way onto Paychex’s Open Fund Select and Advisor Select platforms. Paychex provides of payroll, human resource, and benefits outsourcing services, including 401(k) plan recordkeeping, for small- to medium-sized businesses.

Denver-based ALPS Fund Services, Inc. has launched two large-cap Exchange-Traded Fund (ETF) index funds that will invest in an index of three ETFS that track the S&P 500 (SPX) and two volatility indices pegged off the S&P 500 Market Volatility Index (VIX).