Portfolio

Investors pulled more than $125 billion from mutual funds that invest long-term in stocks last year, according to the latest data released by the Investment Company Institute. Of that, $5.2 billion got pulled in the week leading up to New Year's Eve.

Morningstar is no longer just looking backwards-focusing on three-, five- and 10-year returns. The fund ratings giant is now looking ahead to the future, as well.

Did you have the foresight to invest heavily for your clients in Pacific Investment Management Co.'s 25-year zero-coupon U.S. Treasury exchange-traded bond fund, one year ago?

Standard & Poor’s Capital IQ research unit said it has developed a method of forecasting negative and positive earnings surprises of a magnitude of 5% or larger.

Know what to pay attention to and what to ignore.

It took years for the great civil right activist’s final wishes to finally be honored, something that legacy expert attorneys Andy and Danielle Mayoras say could have been resolved much sooner had she done a better job – or had better advice and professional assistance – with her estate planning.

Service providers are always looking for ways to serve RIAs, including managing client assets, even if it means buying other firms to gain the expertise.

Web Exclusive: The woman who runs the nation's largest RIA firm, Maria Elena Lagomasino, doesn't have much faith in the non-fiduciary side of her industry. In fact, she says an unfortunate number of planners at large banks and brokerage houses run their businesses to benefit themselves as much – or more than – their clients.

Amidst the worried debate over whether the United States will tumble into recession this year, market watchers agree on one thing: volatility is here to stay and advisors and their clients will have to be on their toes.

Amidst the worried debate over whether the United States will tumble into recession this year, market watchers agree on one thing: volatility is here to stay.