Portfolio

End-of-life issues are never more relevant than when you're actually facing them. Whether it's a client or your own family member, proceed with care.

On July 31, 2012, Gemini Fund Services has promoted Andrew Rogers to chief executive officer and Kevin Wolf to president. The promotions became effective in the second quarter.

Financial professionals who hold a certified financial planner (CFP) certification can expect to generate more revenue and enjoy higher levels of client satisfaction than their counterparts without the designation, a new study has found.

LPL Financial reported second quarter net income of $39.5 million, down $6 million compared to $45.5 million in the same quarter of 2011. Net revenues for the second quarter of 2012 increased 1.5% to $907 million, from $894.0 million in the prior year period.

On Julr 31, 2012, Kate Healy has been named the new managing director of marketing for TD Ameritrade Institutional, responsible for the development of marketing strategies and focusing on the independent registered investment advisors channel.

Mutual fund sub-advisor F-Squared Investments will sub-advise on the newly launched Reliance Trust AlphaSector Target Risk Collective Trust Funds, which is aimed at 401(k) plan sponsors and participants.

State Street Global Markets' Investor Confidence Index showed a slight increase in global investor confidence in July.

On July 31, 2012, John (Jack) Bogle, founder of The Vanguard Group, Inc., has a new gig.

The combined assets of the nation's mutual funds increased by $208.5 billion, or 1.7%, to $12.171 trillion in June, according to data from the Investment Company Institute.

Mirae Asset Global Investments has appointed Howard Atkinson as the Global Head of ETF Sales and Marketing. Atkinson is currently the president of Horizons ETFs Management (Canada) Inc., a subsidiary of MAGI.