Portfolio

Sam Kiefer built his career serving high-net-worth families in Boston’s non-profit, philanthropic, healthcare and sports industry circles.

Thomson Reuters has introduced a model that can determine which stocks are likely to be bought and sold from a fund manager’s portfolio.

Financial planner Ed Guanill is joining author and RIA Keith Springer at his Sacramento, Calif.-based firm, Springer Financial Advisors.

There are certain questions RIAs should ask before making a transition to a new broker-dealer. Pat McEvoy, President of Woodbury Financial Services, spoke with Financial Planning about his thoughts on what these questions should be.

The Government Accountability Office report on muni bond transactions released in January said that retail investors paid an average 2.5% markup when buying $5,000 worth of municipal securities in the secondary market.

Investment Company Institute President and CEO Paul Schott Stevens argues that the SEC's upcoming proposal to tighten the regulation of money market funds will harm investors, damage financing for businesses and governments and jeopardize the economic recovery.

The Dow Jones Industrial Average added another 45.79 points Friday to close at 12,949.87, pushing the index up 6% so far for the year.

Key Additions at Northern Trust Alternatives; MMI Appoints Lensing and Ledbury as VPs; Stephenson and Klaas Join Heartland Marketing; Eze Castle Promotes Holden to CFO

This is not about your father's index.

Equities Order Flow Drops for Third Straight Year; BNY Mellon Develops Omnibus Platform; Citi to Administer Assets for Credit Suisse