Portfolio

A typical fee-based advisor undercharges clients by about $20,000 each year, according to a presentation on the PriceMetrix site.

Bank of America today released a its own version of a multiple employer plan for small businesses, dubbed Merrill Edge Small Business 401(k), targeting plan sponsors with 401(k) plan assets under $250,000.

Wilshire Associates Inc. has promoted John Hindman to the role of president of the firm.

For bank reps looking to advance their careers, there’s no better news than a promotion or a job offer that’s too good to refuse. Here’s a sampling of bank reps who were either promoted or moved to new organizations to assume roles of greater responsibility in recent weeks.

N.Y. Liberty Development Corp. tops Bond Buyer 100 list of leading muni bond issuers.

The advantages of having both an RIA and broker-dealer relationship include ownership of the business while having the support of a full service broker-dealer.

With muni yields having backed up from lows established earlier in the year, the environment may have shifted to the point where issuers are unsure about the timing for bringing new deals to market.

According to the 2012 Consultant Search Forecast, four major themes are now affecting investor decisions when they shop for asset managers: steady income; globalization; alternative investment and liability-driven investing by corporate pension plans.

Exchange-traded funds are all the craze and new ones are coming out of the woodwork daily. But do investors really know what they’re buying in a hedge replication strategy or an Eastern European index fund?

The people and events that took center stage in Phoenix, starting March 19.