Portfolio

Mutual funds may not be on a hiring spree right now, but Longboard Asset Management Portfolio Manager Cole Wilcox is seeing demand increase elsewhere.

Almost half of CPAs indicated that they offer some kind of financial planning services, but a far smaller number have a formally structured practice with their own Registered Investment Advisor or an affiliation with an outside broker/dealer or RIA, according to a new study.

Mutual fund companies are facing ongoing challenges in overseeing their financial intermediary relationships as omnibus processing and the reliance on FIs continue to increase, according to a new survey by Boston Financial Data Services.

The muni market, reeling from one of the worst selloffs in 25 years this week, witnessed record-breaking outflows to muni bond funds of $4.53 billion for the week of June 26.

Those popular annuities and their guarantees became too expensive for the so-called manufacturers to offer. Some got out of the game and those that remain have cut back on features. What can an advisor do?

The San Francisco-based regional bank extended portfolio management and asset allocation services to clients with $50,000 in investable assets.

An aging population has forged new partnerships between wealth advisors and health care planners.

A majority of wealthy clients say they are holding onto cash even as confidence improves.

Judd Gregg, the Securities Industry and Financial Markets Association's CEO, discusses what still needs to be done to restore investor confidence in the financial markets.

Investors yearning for income and fearing rising interest rates are clamoring for loan funds.