Portfolio

While traditional active management is likely to continue to be "the core" of asset management, passive and alternative strategies are on track for faster growth, according to PwC's new report.

Over the past few years, one of the fastest-growing segments of the registered mutual fund industry has been in the alternatives space, with "alternatives" being something of a catch-all term for funds focusing on non-traditional asset classes or strategies that had previously been the domain of institutional investors and hedge funds. The number of these funds has skyrocketed, driven in large part by strong demand from retail investors and advisors for investment strategies that offer less correlation to the broad equity and bond markets.

To find qualified prospects, get out and speak at local organizations. Here's how to get started.

A well-planned event can help you reach high-level prospects—here's how to turn them into clients.

New “article” pins allow users to share more than just photos and advisors should pay attention.

The transformation of fee and distribution models that asset managers must address to compete are some of the primary game-changers impacting mutual fund and ETFs.

John Lindsey, who left Edward Jones in 2012 and won a FINRA arbitration case against his former firm last summer, has launched The Bold Advisor to provide support, guidance and information to breakaway advisors.

For a high-income individual taking an unexpected hit, a Roth IRA conversion can be a smart solution.

A Missouri agency plans to offer municipal bonds to fund renovations around St. Louis’s Gateway Arch and the courthouse that held the Dred Scott trial.

Investors may almost triple the amount of capital they put into hedge funds this year, boosting industry assets to a record, an annual survey by Deutsche Bank showed.