Portfolio

BlackRock this week finalized its buy of Credit Suisse's exchange traded funds business, in a move that makes BlackRock's iShares platform the largest in the region.

Update -- Andrew McMenigall and Toby Wallace, two executives at Aberdeen Asset Management Plc, were killed in a traffic accident while taking part in a charity bicycle ride across Britain.

Global exchange-traded funds and exchange-traded products last month experienced outflows for the first time in two years losing $3.98 billion.

St. Louis-based Buckingham Asset Management has added JWA Financial Group of Dallas in its latest acquisition.

When wirehouse brokers consider shifting to independence, they need to weigh a lot of factors and ask a lot of questions. John Stuart and Mag Black-Scott of Beverly Hills Wealth Management provide 11 questions that should be top of mind before making the move.

With choices like Salesforce, Junxure, Redtail and more available in the marketplace, selecting the right CRM can be difficult. Dave Grant weighed a lot of options and considered many factors when he made his decision.

If federal regulators move ahead with a plan to impose a uniform fiduciary standard of care on investment advisors and broker-dealers, financial professionals anticipate that the cost of doing business will increase, with a result of higher client fees and more limited services, according to a new survey.

Nearly 70% of Millennials have no retirement plan, according to a new survey.

Sen. Pat Roberts, R-Kan., and Rep. Tom Price, R-Ga., have introduced legislation in the Senate and the House to block foreign governments from collecting taxes on securities transactions.

In investors' epic search for yield, one strategy in particular has risen to the top this year: loan participation mutual funds and ETFs.