Portfolio

On June 26, 2012, Citi today said it has been awarded a contract renewal of its fund services to Victory Capital Management and to the Victory Funds.

For advisors and investors dying for better yields and greater investment flexibility, these seven dividend-focused ETFs could be worth a second look. Also see: 6 Simple (But Important) ETF Trading Tips 10 Gigantic Mistakes That Can Cripple Your Clients’ ETF Portfolios 10 Undervalued, Dividend-Paying Stocks 10 Dividend-Paying Stocks Your Clients Will Want

On June 26, 2012, Putnam Investments today unveiled a trio of new hires in the defined contribution investment-only and DC advisor-sold channels.

On June 26, 2012, United Technologies Corporation has taken the retirement income plunge with the launch of the Lifetime Income Strategy, a customized age-based default investment option designed by AllianceBernstein.

Nine out of 10 independent registered investment advisors say their roster of clients has increased or remained steady in the past 12 months and that has them looking to add staff in the year ahead to sustain that growth.

John Hancock has beat out Fidelity Investments and ING for bragging rights as defined contribution investment-only manager top dog, according to a study by Cogent Research.

The T. Rowe Price Personal App for iPhone and iPod touch provides investors the opportunity to manage their accounts and view fund information on the go.

Ask recruiter Michael Castine about the state of mutual fund hiring now, and he brings up the Brad Pitt movie "Moneyball."

New Rule G-43 requires that broker's brokers make reasonable efforts to obtain fair and reasonable prices when conducting secondary-market "bid-wanted" auctions.

Ask recruiter Michael Castine about the state of mutual fund hiring now, and he brings up the Brad Pitt movie "Moneyball."