Portfolio

BMO Global Asset Management has named John Boritzke, managing director, as head of fixed income.

RIA firms can learn from the smart decisions and big mistakes made by Sierra Investment Management of Los Angeles.

For our ranking, we used a weighted average with five different variables (growth in team assets, growth in team production, average production per advisor, number of FAs manager oversees, and number of LBEs manager oversees).

Multistrategy alternative mutual funds experienced strong asset growth of 37.4% in 2012 compared to single strategy at 17%, according to Cerulli’s latest U.S. Monthly Product Trends.

Financial advisors underestimate their clients’ interests in philanthropy, and consequently miss out on opportunities to tap into those passions and expand those relationships.

Henderson Global Investors has added a new fund to its repertoire utilizing the credit portfolio team it lifted out from Delaware Investments in February.

Now that the S&P 500 is back in the news for hitting a new high, investors appear to be ready to start putting money back into stocks again. Still, Gary Stroik wonders if the timing of this new-found enthusiasm isn’t a bit instructive.

Vanguard said Monday that it cut the expense ratios on several of its bond mutual funds and ETFs in April. These include three of its popular bond ETFs: the Long-Term Bond Index Fund (BLV), the Intermediate-Term Bond Index Fund (BIV) and the Short Term Bond Index Fund (BSV). Each fund saw its price tag change from 11 bps to 10 bps.

The Securities and Exchange Commission's new leader, Mary Jo White, will bring her years of experience as a federal litigator before the fund industry this week as its members try to judge whether she will propose reforms that could cripple the marketplace.

The wealth management industry is poised to become more concentrated and consolidated, or is it?