Special Program Root Tag

Don’t wait for journalists to come to you -- use social media to go to them.

FUSE Research is getting wise on Europe.

Financial advisors vary greatly in their approach and use of written investment policy statements with their clients, including some who don’t use these statements at all, according to Russell Investments’ latest quarterly survey of U.S. advisors.

Sentinel Investments has promoted three of its portfolio managers.

Charles Schwab deepens its dedication to technology with a new agreement with DST Output.

The ongoing collaboration between the division of the SEC that examines fund adviser and broker operations and the division that enforces violations of investment regulations is now “very seamless,’’ according to heads of those units.

Institutional investors held around half of total equity exchang-traded fund assets in 2012, according to a new report from Strategic Insight.

WisdomTree Asset Management is prepping the WisdomTree Brazil Bond Fund (BBF) to launch within the next few months.

“Social media networks and your website should work seamlessly to promote your brand online,” says Maggie Crowley, digital marketing coordinator of Advisor Websites. “Working together, these two channels drive an unlimited amount of interactions, impressions and ultimately sales to help grow your firm.”

New findings from Boston-based global analytics firm Cerulli Associates show that clients feel their advisors often recommend products that do not fit their risk profiles.

The investment management industry is undergoing a transformation.

Now, innovation is an imperative. You have to get ahead of the field, to get ahead at all.

Mutual funds, especially of the equity variety, enjoyed the affections of investors in February, celebrating net inflows for the month.

Los Angeles-based Aspiriant is launching a new equity fund dubbed the Aspiriant Risk Managed Global Equity Fund, which will bet on a diverse group of common stocks of companies in developed and emerging markets with an emphasis on small capitalization and value companies.

Grandeur Peak Global Advisors is growing.

AdvisorShares is launching a new actively managed exchange traded fund tomorrow.

Nuveen Investments has launched two new dividend-focused funds.

Sentinel Investments has hired Jason Ronovech, as lead portfolio manager of both the Sentinel Small Company Fund (SAGWX) and Sentinel Mid Cap Fund (SNTNX).

If you’re outsourcing record-keeping around the world, you still have to oversee it, for compliance purposes, experts and asset managers say.

PALM DESERT, Calif.—Developing products to meet intermediary demands is one challenge but a whole new can of worms is opened once that product hits the market.