Portfolio

On April 11 SSgA revealed ETF flows and assets for March 2012.

What’s scarier than dying? Outliving your savings, say scores of Baby Boomers. The fear is understandable. Today, healthy 65-year-olds have at least a 40% chance of living into their 90s with health-care costs expected to be a significant challenge. Here’s a 10-point checklist from the Women’s Institute for a Secure Retirement, an education and advocacy group, to help Boomers avoid retirement shortfalls.

On Aprill 11, Mirae Asset Management named a new retail sales head.

HAGIN Investment on Apirl 11 HAGIN Investment hired an administrator for its first mutual fund.

Whitebox Advisors is making a concerted push into the RIA channel with the help of a new marketing partner.

Investors continue to turn their back on U.S. stock mutual funds. For the week ended April 4, investors pulled $4.27 billion from the funds, the largest weekly outflow so far this year.

Drawn by the independent business model, Douglas King is leaving a 25-year career at Merrill Lynch in Minnesota to become the Los Angeles-based president of Financial Network Investment Corporation, a Cetera Financial Group company.

Here’s an interactive slide show detailing 5 things you can do to effectively manage client expectations and risk tolerance, enhance relationships and protect your firm's value.

Associated Bank has hired Douglas Lee as senior vice president and trust manager on its investment advisory team in Green Bay, Wis.

Even not-so-wealthy clients now have a chance to participate in alternative investments, courtesy of a new mutual fund with a minimum investment of $1,000 from Wilmington Trust.