Portfolio

A new social media research report from kasina places iShares, Vanguard, Putnam, Russell Investments, and OppenheimerFunds as the Top 5 social media leaders in asset management.

There are a growing number of advisor-focused "value-added programs" that fund firms are using to attract top producing and other advisors to sell their wares to investors.

On May 17, 2012, Denver-based UAT Inc., a financial services technology firm specializing in the externally managed and sub-advised industry, has hired Ken Paieski as a partner.

There are a growing number of advisor-focused "value-added programs" that fund firms are using to lure top producing and other advisors to sell their wares to investors.

Bank of the West Wealth Management has hired Scott Cripps to oversee the group’s fiduciary responsibilities to affluent and high-net-worth clients.

The Dow Jones Industrial Average shed another 33.45 points to finish at 12,598.55 Wednesday while the Nasdaq and S&P 500 lost 19.72 points and 5.86 points, respectively.

On May 16, 2012, a new study reveals that financial advisors are shunning traditional diversification and portfolio construction for sexier alternative investment strategies.

On May 16, 2012, institutional investors say they're increasingly turning to exchange-traded funds for their investment needs, according to a new Greenwich Associates study.

On May 16, 2012, State Street Global Advisors appointed Michael Spellman as regional sales director, global cash, reporting to Barry F.X. Smith, senior managing director and global head of SSgA’s cash business.

On May 16, 2012, a social media research report from kasina places iShares, Vanguard, Putnam, Russell Investments, and OppenheimerFunds as the Top 5 social media leaders in asset management.