Portfolio

Thomson Reuters announced the launch of a powerful new tool that supports investment professionals’ need for tighter integration between macroeconomic research and fundamental analysis.

The Money Management Institute (MMI) has hired data management vendor Coates Analytics to help the Institute in an initiative to compile the sales, distribution and other information of its broker-dealer sponsors and money managers—all on one system.

Raymond James is being more diligent about highlighting its RIA business as an attractive place for the industry’s best advisors.

Advisors who make investment decisions on behalf of their clients in rep-driven managed accounts are very likely to see their business grow, according to projections by Cerulli Associates.

Should the stock market turn solidly bullish, small-cap stocks could be poised for good returns. But small caps are generally more volatile and less widely analyzed than large-cap stocks, making some planners and their clients leery of the sector. Craig Hodges, portfolio manager of the Hodges Small Cap Fund, talked to Financial Planning about his views on where small caps are going and how advisors might approach investing in them.

ProShares Trust has expanded Citigroup’s regulatory administration services contract to include the alternative investment manager’s exchange traded funds.

Following ProShare Advisors' roll out last month of the first 30-year breakeven inflation exchange-traded funds, the company now offers a 10-year version.

Floating Ideas on Where the Buck Stops

Twenty-five-year financial planning veteran Bruce Laning will oversee individual and corporate retirement accounts at Baker Tilly Investment Advisors.

The Dow Jones Industrial Average shed 89.23 points Friday to close out the week at 12,801.23 – a rare losing session through the first six weeks of the year.