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But despite their understandable fear that rising health care costs will erode their retirement savings, more than a third of high-net-worth folks haven’t bothered discussed their well-founded concerns with a financial advisor.

Traveil Crowell, who has worked in the financial services industry for seven years, had worked at Chase Investment Services. Before that, he worked at Mills McCaghren & Associates and Ameriprise Financial.

On May 7, 2012, Morgan Stanley announced that it will reorg its Frontier Markets Fund into an open-end offering.

Marketing expert Marie Swift says social media sites are one of the best places to build and maintain strong relationships with clients and prospective clients. Here are some tips and advice from the recent Women Advisors Forum in New York to build your brand online.

The big guns are now squaring off in one of the tiniest slices of the fund business.

The new platform, introduced by Beverly Hills Wealth Management, enables RIAs and advisors to streamline access and usage of cloud-based service applications and IT security

Launched in October, Cetera’s Mutual Funds/Exchange Traded Funds Advisory program allows advisors to assemble portfolios of investments from three diverse strategists in a single customer account.

BX Options will provide “an inexpensive and easy connection” for retail customers wanting to trade in options at high speed. Nasdaq already operates two high-speed options exchanges, Nasdaq OMX PHLX and Nasdaq Options Market.

The April numbers for stock trading, globally, aren't in yet. The hottest big market? BM&F BOVESPA, up less than 1%, year over year, through the end of March.

Integrity Viking Funds has launched the Integrity Dividend Harvest Fund, designed to offer investors a stable source of income and the potential for capital appreciation via a portfolio focusing on dividend-paying stocks of companies that have a history of raising their dividends.