Portfolio

Creating a successful marketing plan is a daunting challenge for any wealth manager. Here are 10 ideas to help get you headed in the right direction.

Citing enhanced technologies and retirement planning support for its advisors, National Planning Holdings announced first quarter 2012 sales and revenue gains of 15.7% and 8% respectively compared to a year earlier.

Requiring money market fund advisers to hold capital to support their money market funds would fundamentally change the nature of these funds, according to a new study by the Investment Company Institute released today.

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.