Portfolio

Some of financial advisors' biggest preconceptions about switching to the RIA space -- from worries about insufficient AUM to fears about lower earnings and complex technology requirements -- were highlighted in a new report from TD Ameritrade. But the biggest myth, say advisors, is one that didn't even make the list.

Liquid alternative provider IndexIQ, is celebrating a milestone.

Vanguard is preparing to launch several international exchange-traded funds based on FTSE indices.

VTL Associates, an independent investment advisory and consulting firm based in Philadelphia, has received an infusion of capital from Chinese venture capital firm, Suzhou Industrial Park Kaida Venture Capital.

There is a way to be invested in stocks that can help mitigate volatility: Employ an investment strategy that seeks to take advantage of global stock market inefficiencies to profit in both up and down markets.

Building your own business, even with a team of experts behind you, requires making tough decisions regarding resources, clients and employees. But most of all it requires leadership. Dynasty's CEO Shirl Penney offers a few lessons his firm has learned as it continue to build a business.

Stock market volatility since the global credit crisis has scared many investors away, leaving some struggling to generate growth and returns.

The Tilson Mutual Funds is saying goodbye to one of its own.

The Harbor Funds Board of Trustees has replaced Marsico Capital Management as the sub-adviser to the Harbor International Growth Fund (HAIGX) with Baillie Gifford Overseas Limited, effective May 21.

After LPL Financial agrees to pay FINRA case, compliance expert says there’s ‘no legitimate excuse’ for email missteps.