Investment insights

From bank tellers to senior management and bank owners, Fremont Bank's Susan Lyle and Adam Nieto make the elusive idea of cross-selling a reality.

In less than 20 years, exchange-traded products have amassed more than $1.3 trillion and more than a few complications—here is what you need to know.

A new online tool launched by Bank of America's Merrill Edge program is designed to motivate investors to change their financial behavior.

Don't raise the sails just yet. But as 2013 brightens, many financial pundits foresee potentially bluer skies for investors and advisors alike.

What advisors can still do to protect business owners' assets even though last year is gone.

The U.S. economy has turned the corner and experts see a better year for Wall Street.

Luz Padilla, the senior portfolio manager at DoubleLine Funds discusses emerging markets and opportunities for global investing.

Preparing your clients for the tax plan ultimately agreed upon in Washington.

One analyst says it's time to separate bond fund classification strategies into distinct groups.

Pacific Investment Management Co.’s Bill Gross, manager of the world’s biggest bond fund, expects stocks and bonds to return less than 5 percent in 2013 as high unemployment persists, he wrote in a Twitter post.

If there is one sentiment that fiscal policy debates in Washington have taught investors not to expect over the years, it’s optimism, according to the chief market strategist at LPL. Time and again, we have seen our politicians respond to serious questions on the future of our nation’s economy by kicking the can down the road, or worse. Could it be different this time around for 2013?

Base salaries for hedge fund and mutual fund managers are projected to increase 3.5% and incentive pay is projected to rise by 0-10% from 2011 to 2012, according to a new study from Greenwich Associates and Johnson Associates.

Hedge funds are packing up and heading south. Is this a continuing trend or a brief part of the financial sector's ongoing evolution?

Only two weeks remain in 2012 and the fiscal cliff is still cause for alarm among many investors. And yet, it may not be that bad. One equities expert expects a short term deal to blunt the fiscal pain, coupled with an agreement to come back next year to deal with tax and entitlement reform.

The good news for the merger and acquisitions market in 2012? Corporate profit margins have soared.

Fiscal cliff? What fiscal cliff?

More than 100 women advisors are gathering Monday in downtown Boston for SourceMedia's Women Advisors Forum to network with successful peers and learn leading strategies for attracting female clients, practice management, rethinking retirement and more.

While the overwhelming majority of advisors are bullish about 2013, they say their clients aren’t so positive.

Chief executive officers' opinions of the economic outlook are virtually unchanged from the third quarter, according to the fourth quarter Business Roundtable CEO survey, released Wednesday.

“The findings are eye-opening for financial advisors because investors are clearly saying they are worried about the economic situation,” said Joe Ready, director of Institutional Retirement and Trust at Wells Fargo.