Portfolio

As exchange-traded funds have gained in popularity, confusion has grown over how to pick the ETF right for investor portfolios. Now Charles Schwab has stepped up to fill in the gap.

Financial firms are still trying to develop coherent social media strategies. But don’t race into it: the risks are not well understood.

Fixed indexed and income annuity sales shook off a lackluster to start to the year to finish 2010 with some much-needed momentum, according to Beacon Research's latest research.

Fewer hedge funds opened their doors in the fourth quarter, according to HFR Hedge Fund Research.

New advisor growth increased by more than 60% from a year earlier.

Concerns about rising oil prices and an end to the stock market rally once quantitative easing ends has caused 40% of hedge fund managers to be bearish on U.S. equities, up from 26% in January, according to the TrimTabs/BarclayHedge Survey of Hedge Fund Managers. And only 26% are bullish, down from 37%.

Sales rose 18% in the fourth quarter to $37.6 billion.

For three days, 610 bank investment advisors, speakers, sponsors and exhibitors assembled in Hollywood, Fla., for insights and ideas on the industry. Check out some of the images in this photo gallery.

Most of Canada's largest financial services firms have and will continue to invest heavily in IT projects for the foreseeable future to garner more customers and stay ahead of the compliance and regulation curve.

HOLLYWOOD, Fla. -- Nothing that Federal Reserve Bank Chairman Ben Bernanke, Treasury Secretary Timothy Geithner or President Barack Obama can do will prevent the United States economy from coming apart, under the weight of public and private debt.