Portfolio

Folio Institutional, a division of FOLIOfn, has teamed up with Alliance Benefit Group Carolinas to offer a turn-key, web-based 401(k) platform that offers transparency, simplicity, low cost and is customizable. It includes custody, trading, recordkeeping and administration, and is available to advisers for just 95 basis points.

How can advisors broach this touchy subject with Boomers?

Eagle Asset Management has launched the Eagle Investment Grade Bond Fund, a mutual fund modeled on its High Quality Taxable fixed income separately managed accounts portfolio.

Prospects and clients might say they're feeling upbeat about the economy, but their money isn't talking.

The company increased sales by 14% last year, surpassing $1 billion for the first time in its history.

The reasons to buy long-term care insurance aren’t new. What is new, though, is who boomer clients are buying such insurance for: their parents.

The Michigan-based wealth management, CPA and business consulting firm is moving custody of its $2 billion-plus in assets under management.

The Municipal Securities Rulemaking Board is expected to file long-awaited rule changes with the Securities and Exchange Commission that would implement the final phase of its transparency system for auction-rate securities and variable-rate demand obligations.

Muni Provisions Could Cost $20 billion

Money market funds are welcoming the Federal Reserve’s offer to buy an estimated $1 trillion in reverse repos, as the economy continues to rebound and the government looks to reduce the $2 trillion it pumped into the capital markets.