Portfolio

Charles Schwab has launched the Schwab Advisor Center app for the iPad available for download. Advisors will now be able to access key client data such as balances, positions, and transactions from their iPads.

Your website should tell prospective customers a number of things: services and philosophy, investment methodology, financial planning expertise ... and technological savvy.

Perhaps Matthew Lemieux, research analyst at Lipper, sums up best the damage Superstorm Sandy has wrought on the mutual fund and ETF space.

ProShares is readying a merger arbitrage exchange-traded fund to launch sometime in January, according to a Securities and Exchange Commission filing.

Franklin Templeton Investments' parent Franklin Resources has effectively expanded its alternatives offerings.

Look for more flexible offerings from MFS Investment Management thanks to new funds in its target date suite.

Going into November with elections right around the corner, millionaire households listed what was worrying them most in planning for their financial futures.

The Epiphany Funds Trust has appointed Mutual Shareholder Services as its transfer agent, administrator and fund accounting firm effective November 1, according to a Securities and Exchange Commission filing.

All wealth management firms have generally the same commission structure: bigger producers keep more—and it works. Yet, this is the opposite of our tax structure.

Henderson Global Investors is liquidating two international equity funds in December.