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Officials at State Street Corporation today have a few billion reasons to smile.

San Francisco, Calif.-based Forward Management, advisor to Forward Funds, today said that it will close the Forward Select Income Fund to most new investors beginning March 30.

BlackRock’s Canadian investment arm, BlackRock Investments Canada, Inc., is now rebranding to iShares the names of most of the exchange-traded and closed end funds previously marketed under the Claymore Investments brand.

It's that time of year. This week, IRA expert Ed Slott fields a handful of tax questions about investors’ IRA accounts.

Steve Sanduski, The Prosperous Advisor, says advisors who fall victim to confirmation bias could be doing themselves and their clients a great disservice.

For bank advisors who are serious about improving their businesses, Bank Investment Consultant's editors offer this compilation of slide shows on best practices. You’ll find advice on topics such as boosting revenue, closing more sales, getting your clients to open up, maximizing social media and more.

“Women look at their money and ask, ‘How much money do I have and what do I need to survive on?’” says BMO Retirement Institute head Tina Di Vito, “whereas men look at market volatility and ask, ‘What will my portfolio produce?’”

Raymond James managed to straddle both the RIA and employee channels, placing second in both.

Raymond James manages to straddle both the independent and employee channels and places second in both.

Millionaire as well as mass-affluent households in the U.S. are markedly more optimistic about the economy than they were just two months ago.