Portfolio

With Obama in office for a second term, the markets are likely to do well, the fiscal cliff will probably be resolved and Dodd-Frank and Obama's healthcare legislation are here to stay, said current and former MFS investment experts during the firm’s post-election webcast for financial advisors.

Liberty Street Advisors has launched the Capital Innovations Global Agri, Timber and Infrastructure Fund (INNAX, INNCX, INNNX), to bet on global stocks in agribusiness, timber and infrastructure.

Evercore Partners Inc., the advisory firm founded by Roger Altman, agreed to purchase Mt. Eden Investment Advisors LLC, a San Francisco-based wealth manager with $645 million in client assets.

Heading into 2013, check out some topical tax management strategies from Envestnet.

Tim Ryan says focus should be on moving forward with Dodd-Frank and addressing the fiscal cliff.

In the wake of Obama's re-election, there is much that won’t change said MFS experts in a post-election webcast. Historically markets have done better under Democratic Presidents, but even more important is the business cycle and the shape the of U.S. economy.

As social media increasingly becomes the preferred medium of communication for clients, it is in the best interest of advisors to develop a successful blogging strategy to keep existing clients close (and prospective clients coming.)

While many finance firms have developed their own applications, technology expert Bill Winterberg analyzes and ranks at the top eight asset and investment manager apps for advisors.

“Last night’s speech showed that he knows that he needs the whole country engaged and to work with him,” BNY Mellon Investment Management CEO Curtis Arledge said of President Obama.

Legacy Wealth Planning announced Wednesday that it hired Mark Elston and his team of financial advisors.