Portfolio

As digital strategies move to the forefront, asset management firms are changing the way they think about their brands, how they communicate their offerings to potential clients - and the teams building that marketing outreach.

New legislation is needed that would include provisions to curb number of fund beneficiaries and enable more of them to return to work; Plus, Calpers not cutting its private equity allocations, but is reducing the managers it works with.

BlackRock’s chief executive officer has warned the retreat of banks as counterparties in credit will create severe volatility. Regulators are preparing new rules for mutual funds to ensure that a sudden stampede out of funds won’t result in a downward price spiral that threatens the financial system.

In the digital age, advisors are prime victims for attackers seeking pertinent information. Here are some preventative tips to fend off cyber-attacks.

Gearing up for tax season? Here are two things to consider when planning for your wealthy clients.

Founder Ric Edelman says he decided to split the roles rather than hire a single executive to replace him.

Customer alleged that broker made unsuitable recommendations of mutual funds, structured products and equities that set him back more than $125,000.

Where should advisors look for dividends in the stock market? Here's a closer look at what S&P 500 sectors yield, how dividends have been growing (or shrinking) in relation to the overall market, and what percentage of stocks in the sector provide a dividend.

“Everybody should be concerned about cybersecurity,” says John Taft, CEO of RBC Wealth Management-U.S.

The additional revenue from President Obama's expected proposed tax increase would be used to fund programs to assist the middle-class; Plus, how to help a client who missed employer's matching 401(k) funds.