Portfolio

For the week ended March 6, investors steered an estimated $11.85 billion into mutual funds, up 41% from the previous week.

Here are the top firms according to their basic payout for producers at the $600,000 mark.

Bank Investment Consultant was on the scene at the annual BISA conference. Here we have culled the best bits to bring you the most interesting things we heard.

So how do Americans really feel about retirement saving and investing?

Millions of baby boomers born in 1948 will become eligible for Medicare this year and face the complexities of choosing Medicare plans. As this group navigates the choices in Medicare Enrollment for the first time, financial planners have a chance to share with them advice that will help them make the best decision.

Back officer service provider SEI has scored an exchange-traded fund mandate.

Morningstar today reported that investors added $51.9 billion to long-term open-end mutual funds in February building on inflows of $87.2 billion in January.

Legg Mason's officially got itself a hedge fund.

Among advisory services competing for the wealthiest clients, RIAs and multi-family offices are winning.

The firm's growth spurt has brought Washington Wealth’s total AUM, which was at a modest $100 million in December 2011, to well over $1 billion.