Portfolio

In the April issue of Bank Investment Consultant, we detail how financial advisors can boost their business by working with small business clients.

What do former president George W. Bush, country songwriter Pat Green, four days of advisor-focused panels, and a dance party have in common? They are all aspects of Raymond James' 2013 national conference.

Since the 2008 financial crisis, Wall Street pay is down, double-digits. But, over the sweep of the past quarter century, it's a different story. SOURCES: Office of the New York State Comptroller, U.S. Bureau of Labor Statistics

FSI has added Derek Bruton of LPL and Seth Miller of Tranamerica Financial Advisors to its board.

The week ended March 20 was a relatively good one for mutual fund flows. 

The happiness of the independent advisor appears to be slightly overrated. By a slight but significant margin, advisors in RIAs aren’t as happy with their careers as those in wirehouses.

April 1st may be the opening date of a new DoubleLine Capital fund, but rest assured DoubleLine ain't kidding about betting on equities. 

Natixis Global Asset Management has launched the Aurora Horizons Fund (AHFAX), an alternative multi-strategy mutual allocated across multiple hedge fund managers.

Income annuity sales set new quarterly record, increase for fourth-consecutive quarter; fixed annuity sales drop 11 percent compared to 2011.

American Century Investments has named Joseph Schultz head of intermediary sales, responsible for the firm’s field and internal sales businesses, including wirehouses, regional and independent advisors, registered investment advisors, insurance company advisors and broker-dealer key account management.