Portfolio

Wealth managers and financial advisors are using the iPad more than professionals in any other industry. Here’s a closer look at how and why. Also see: 11 Essential Tech Tools for Advisors 10 Must-Have Mobile Apps for Financial Advisors 10 Online Tools Advisors Can’t Live Without 10 Critical Social Media Tips for Advisors

On July 2, 2012, PIMCO has teamed up with Source UK Services Ltd. to launch an exchange-traded fund to bet on the German government bond market.

Education and healthcare retirement plans are using more target date funds and Roth features in their plans, according to the latest 403(b) plan sponsor survey from the Plan Sponsor Council of America.

BlackRock Asset Management's Toronto-based arm has crowned Noel Archard, the global asset management firm¹s current head of U.S. iShares, to succeed Bill Chinery as chief executive officer.

How often have sponsors had to intervene to prop up money market funds?

Advisors significantly underestimate how many of their wealthy clients contribute regularly to charities and how much they give. This gap represents a missed opportunity for their clients whose charitable contributions would go much further if they were better integrated into their overall financial planning.

BNY Mellon has named financial services veteran Jeffrey Mortimer director of investment strategy for it wealth management group. He succeeds Chris Sheldon, who moved to Dreyfus in August 2011 to become the firm's chief investment officer.

Flying in the face of accepted Wall Street gospel, Mark Mulholland, founder and portfolio manager of the Matthew 25 Fund, takes a leap of faith and turns in one of the best recent performances among mutual funds.

The Salt Lake City-based bank is ramping up its wealth management business with the support of third-party marketing firm PrimeVest Financial Services.

How creative thinking can help advisors with their own retirement strategies.