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This week, four funds earned Morningstar’s highest Gold ratings.

Strict new reporting rules on global assets and earnings is prompting blowback from financial institutions.

Marketing is not a one-shot thing. It is about finding a need and filling it over and over again to generate predictable results. Choose one of these action items and grow your business today.

Almost seven in 10 mass-affluent couples (69%) discuss their finances at least a few times a month. That’s more than what many spend talking about other topics, such as the election, work, sex, and even their kids.

At Raymond James, costs from the Morgan Keegan integration caused profits to decline in the fourth quarter.

The Mutual Fund Education Alliance yesterday unveiled the winners of the 2012 STAR Awards for excellence in mutual fund marketing and communications at the Fairmont Chicago Millennium Park.

As a new advisor, you have the luxury and ability to offer all your clients top notch service. It is easy to make everyone an “A” client when you have a small book to manage. But as the the team at Focus reminds us, as time goes on and your business grows, you start to realize pretty quickly that it is virtually impossible to offer the same type and level of services to every client in your book.

3D Asset Management today officially unveiled Vincent Leon as vice president and National Sales Manager overseeing all sales, marketing, and distribution for its Intermediary and Retirement channels.

T. Rowe Price Group finished the third quarter up with about $574.4 billion in assets under management, marking a $32.7 billion increase over the period.

Mutual funds saw inflows of $7.95 billion for the week ended Wednesday, October 17, according to the Investment Company Institute.