Portfolio

Just when financial advisers were starting to feel comfortable again, comes news that some key indicators are heading south again.

On Friday, Fidelity Charitable Gift Fund announced an expanded consultation service and series of seminars on strategic giving of C- and S-Corp stock, restricted stock, limited partnership interests, real estate and other privately held assets.

Not only have investors lost faith in the stock market, but a substantial number say they will never invest in the stock market again, according to a survey released on Friday by Prudential Financial.

Vision2020 is the second iteration of Advisor Group’s platform for fee-based advisors.

High gas prices, the federal deficit and high unemployment are depressing investor confidence, an investor survey conducted by Gallup for Wells Fargo shows.

Could another dotcom bubble be on the horizon? Less than a month after social networking site LinkedIn blew up in its blockbuster initial public offering, online coupon seller Groupon filed its S-1 form with the SEC.

Gabelli SRI Green Fund looks to gain from shortages of commodities and resources and for clients who want an actively managed, environmentally conscious fund, this very small but fast-growing firm's portfolio may be a perfect fit.

Analysts who turned their back on Ultra Petroleum over the past year may be about to change their tune as the independent oil and natural gas company appears to be primed for some breakout growth and could very well be an acquisition target by a larger competitor.

For the first time in two years fixed annuity sales rose, according to the Beacon Research Fixed Annuity Premium Study released on Thursday.

linkedFA, a social networking web site designed specifically for financial professionals, announced a strategic relationship with Thomson Reuters, the New York-based business information service, to provide financial data to advisors using the social network.