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The firm hit $19.9 billion in AUM in the third quarter of 2012, an 18% jump from $16.8 billion in the third quarter last year. Most of the increase came from new client inflows.

In addition to the launch of its latest SRI fund, Bethesda, Md.-based Calvert Investments has also announced today the hiring of Amy Mathis as its new director of relationship management.

Forward has revamped its suite of asset allocation funds, renaming them the Forward Global Asset Allocation Series.

“Advisors have been told that it’s the name of the firm on the business card that’s important to clients,” he said, “so their clients won’t follow them if they go independent. We have found that it’s the advisor-client relationship that’s important, not necessarily the name of the firm.

Approximately 300 advisors affiliated with independent broker-dealer Symetra Investment Services, based in Bellevue, Wash., now have access to a Envestnet's online tools, including aggregated reporting capabilities.

The Board of Directors of Kinetics Mutual Funds last month approved an overhaul of the Water Infrastructure Fund(KWINX).

Net income in Stifel’s wealth management division rose almost a quarter from last year as the firm announced it had purchased KBW for $575 million.

The new hires join eight of Barclays’ offices in the U.S. from firms including Bank of America Merrill Lynch, Credit Suisse, J.P. Morgan Private Bank, Morgan Stanley Wealth Management, SunTrust Investment Services and UBS Financial Services.

The legal challenges raised by clients who are beginning to lose their cognitive acuity or are suffering from dementia-related diseases, such as Alzheimer’s, can be significant for advisors. Here are some of the top tips for advisors working with clients with dementia.

Look for Calvert Investments in emerging markets investing, with the launch today of its latest socially responsible investment fund.