Portfolio

BNP Paribas Securities Services is not well known for handling custody of fund assets in either Mongolia or the United States.

Here's what advisors need to know to help their clients build affordable and well-diversified portfolios using unit investment trusts.

The Dow Jones Industrial Average shed another 101.11 points Monday to close at 12,721.46 while the Nasdaq and S&P 500 lost 35.15 points and 12.14 points, respectively.

Artnet Analytics launches online indices by individual artist and category to educate advisors with clients who are collectors

On July 23, 2012, Exchange-traded funds have experienced tremendous growth over the past decade but not all of that growth is positive, according to new research from Vanguard.

Advisors trying to persuade prospects about the benefits of planning can point to a new study of household financial decision-makers that shows those who have taken the time to put together a plan feel more confident and report more success managing savings and investments.

On July 23, 2012, Huntington Asset Services, Inc., a wholly owned subsidiary of Huntington Bancshares Incorporated, has extended its relationship with the Midas Family of Funds through March 2015.

On July 23, 2012, John Hancock Funds today unveiled a new program and a survey to help retirement plan advisers demonstrate their value and build stronger relationships with their plan sponsor clients.

On July 23, 2012, Raleigh, N.C. – based Hatteras Funds today revealed that it is hosting its own alternative road show, constructed as a series of forums across the U.S. for advisors, home office research teams and consultants to meet the underlying hedge fund managers of the Hatteras alternative mutual funds (Alpha Hedged Strategies Fund, Long/Short Equity Fund, and Long/Short Debt Fund).

Many bank advisors feel they aren’t getting enough referrals from branch employees. What can they do? Here are five tips to get your bank referrals flowing.