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“All stockholders receive the special cash dividend, and many are financial advisors and management, so this is a bit of a bonus,” says Chip Roame, managing partner at Tiburon Strategic Partners.

J.P. Morgan Retirement Plan Services (RPS), the retirement plan record keeping business of J.P. Morgan Asset Management, hired Carol Waddell as managing director and head of product and marketing.

Raymond James has closed its acquisition of the Morgan Keegan brokerage unit from Regions Financial in a transaction totaling about $1.2 billion in cash.

By any measure, the first quarter of 2012 was a very good one for investors. Here’s an interactive slide show featuring the 5 best-performing Dow stocks so far this year.

Real estate may be cyclical, but having exposure to real estate — especially commercial real estate — in a portfolio as an alternative source of income can be beneficial. What’s the best way to evaluate whether it makes sense for a client?

Oaks, Pa.-based SEI, a provider of investment processing, fund processing, and investment management business outsourcing services, has appointed Stephen Beinhacker as Global Head of Equities for SEI's Investment Management Unit.

Higher hurdles advisors must clear to break into the advisory business are contributing to the aging of the workforce. Here are tips to help rookie advisors get into the field and thrive.

Stewart Capital Advisors, LLC, the investment advisor for Stewart Capital Mutual Funds, said that it has made the Stewart Capital Mid Cap Fund available as a no-load mutual fund effective April 1.

Investment advisor Matthew Tuttle spends a lot of time moving the money of newly-acquired clients out of mutual funds and into exchanged-traded instruments.

BlackRock Investments Canada Inc., an indirect, wholly-owned subsidiary of BlackRock, Inc. today said that it will liquidate the Claymore Inverse 10 Yr Government Bond ETF and distribute to shareholders the proceeds from the liquidation of the assets by June 22.