Portfolio

Worried about high fees and complicated features? Here's a better approach to talking with clients about variable annuities.

The 30-year rally for Treasury bonds appears to be over.

According to a FINRA study, brokers paid 1,310 fines valued at $45 million last year. But what were the most frequent categories of fines? What type of activity should you avoid to avoid the wrath of regulators? Check out the FINRA countdown

National Advisors Trust launched a program on Monday to put a dedicated trust officer in registered investment advisor offices in order to create opportunities for more long-term trust business with high net worth clients.

Goldman Sachs Asset Management has launched the Goldman Sachs N-11 Equity Fund, a long-only U.S. fund that will invest in the “next eleven” countries including Bangladesh, Egypt, Indonesia, Korea, Mexico, Nigeria, Pakistan, Philippines, Turkey and Vietnam.

Rising markets and belt tightening boosted asset managers’ net margins to 23.4% in the fourth quarter, up from 21.1% in the third quarter, kasina reported Monday. This puts margins back to the level they were at before the credit crisis of 2008.

With new ETF, Factor Advisors lowers the cost of taking bull and bear positions in spread exchange products.

Forward Management LLC has just introduced an alternative-strategy mutual fund, and the company's chief executive officer predicts demand for such funds will help fuel a huge leap in the firm's assets.

Financial advisors are turning their backs on traditional wirehouses, bank brokerages and independent broker-dealers at rapid pace, according to a new report from Charles Schwab, opting instead for a hybrid model that allows them to serve as both an RIA and a registered rep and expand their pool of potential clients.

The Boston fund company named D. William Kohli, Michael V. Salm and Paul D. Scanlon co-heads of fixed income.