Portfolio

Securities America announced Thursday that managing partner of Kelley & Mullis Wealth Management, Michael Mullis, has become a registered representative with the independent broker-dealer firm.

Managing a team is an important part of an advisor’s growing practice. As an individual advisor’s practice becomes more successful and complex, eventually a team structure becomes necessary.

Expect significant technological advancements from Charles Schwab & Co., Inc. in 2013.

Jeffrey Gundlach, Chief Executive Officer and Chief Investment Officer of DoubleLine Capital, has 50 billion reasons to smile this week.

Total money market mutual fund assets decreased by $2.54 billion to $2.575 trillion for the week ended Wednesday, according to data from the Investment Company Institute.

The Board of Trustees of Henderson Global Funds has agreed to liquid the Henderson Money Market Fund on December 28, according to a Securities and Exchange Commission filing.

Despite negative market sentiment due to concerns over the looming Fiscal Cliff, many investors are unprepared for it, according to a recent survey by Nationwide Financial.

Investors are lowering their expectations for their retirement lifestyles, but is that enough? Not according to a new survey from BlackRock.

In part one of our two-part series on long term care planning, we looked at reasons behind long term care avoidance among Americans, according to Genworth’s “2012 State of Planning” survey. In part two, Pyschologist and Money Coach Dr. Barbara Nusbaum provides suggestions on how to put these difficult emotions of fear and anxiety to good use.

According to the 2012 State of Planning Survey commissioned by Genworth, Americans aged 35 and over have many excuses for why they don’t have a plan in place for their future long term care needs. In this first part of our two-part series on long term care planning, we look at reasons behind long term care avoidance among Americans.