Portfolio

Kevin Batterton will run business development and portfolio management

Take a fresh look at your clients' life insurance planning to see if changes are necessary in light of the 2010 Tax Act.

Annuities sold through banks hit a rough patch last year, but 2011 looks brighter, as interest rates begin to rise and the Dow Jones Industrial Average continues to improve.

Many of your clients are still shaking on the sidelines, which is typical behavior for small investors in prior post-recession bull markets. One investment manager has a possible solution for getting them back into the market.

Worried about high fees and complicated features? Here's a better approach to talking with clients about variable annuities.

The 30-year rally for Treasury bonds appears to be over.

According to a FINRA study, brokers paid 1,310 fines valued at $45 million last year. But what were the most frequent categories of fines? What type of activity should you avoid to avoid the wrath of regulators? Check out the FINRA countdown

National Advisors Trust launched a program on Monday to put a dedicated trust officer in registered investment advisor offices in order to create opportunities for more long-term trust business with high net worth clients.

Goldman Sachs Asset Management has launched the Goldman Sachs N-11 Equity Fund, a long-only U.S. fund that will invest in the “next eleven” countries including Bangladesh, Egypt, Indonesia, Korea, Mexico, Nigeria, Pakistan, Philippines, Turkey and Vietnam.

Rising markets and belt tightening boosted asset managers’ net margins to 23.4% in the fourth quarter, up from 21.1% in the third quarter, kasina reported Monday. This puts margins back to the level they were at before the credit crisis of 2008.