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Big names in the bond industry have lent their names to actively-managed ETFs, betting their reputations will translate into investor interest. But active management's recent record against index funds makes it a tough sell for some.

Former head of private banking at Macquarie to develop strategy in the Los Angeles area.

Among the wealthiest clients, Fidelity and Vanguard retain their perennial leadership positions in firm perception, but there is room for others to advance their brand, according to a new study on investor sentiment toward insurance and retirement investment product providers.

The total amount of outstanding municipal securities and loans in the market rose 0.6% to $3.65 trillion in the fourth quarter of last year, as U.S. bank muni holdings increased 2.5% and mutual fund muni holdings rose to a record high $658 billion.

Instead of a broad stock index, should advisors consider ETFs weighted by dividend payments?

Even after defaults, high-yield bonds have earned above-market returns.

Leaders at the biggest firms are looking to deferred compensation and other ways to grow shareholder value and control costs.

Handing off responsibility can be scary and challenging. But it's the only way to empower staff and position your firm for growth. Use these tips to be more effective.

Among the wealthiest clients, Fidelity and Vanguard retain their perennial leadership positions in firm perception, but there is room for others to advance their brand, according to a new study on investor sentiment toward insurance and retirement investment product providers.

As the Federal Reserve prepares to raise interest rates, exchange-traded funds designed to protect bond portfolios from the fallout are likely to see big inflows.

The wirehouse lost one of its biggest producers, but pulled in two teams from rivals RBC and UBS. Meanwhile, Baird lured away a $260M team from Morgan Stanley. See these and other moves in our latest recruiting roundup.

Do women investors really care about the gender of their advisor? Conventional wisdom says yes, but a new study offers a different perspective.

Increased longevity and the fact that those belonging to the Greatest Generation married at a young age are two reasons for the increase in dual-generation retirements; Plus, the reason why parents shouldn't be too generous with their children's college education funds.

The Senate Finance Committee heard testimony about the increasing prevalence of tax scams and identity theft, with senior citizens finding themselves especially vulnerable to callers impersonating IRS employees.

Household wealth in the U.S. increased from October through December by the most in a year as stock prices advanced to an all-time high at the end of 2014.

A forced convalescence impels a top wealth management executive to practice some fundamental principles that he was usually too busy to perform.

This week's highlights includes how competition is forcing ETF providers to cut fees on products; research on how corporate bond ETFs can help institutional investors manage investment flows; and Chinese demand for portfolio managers.

WisdomTree Investments has gained 33% this year, driven by the success of two exchange-traded funds that let investors buy European and Japanese stocks while avoiding the decline in the currencies.

This is the beginning of a relationship, so the process should more closely resemble a courtship begun on eHarmony than a purchase made via Craigslist.

Thomas Buck and his daughter, an NFL cheerleader, left the firm for unknown reasons.