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The Pimco Total Return Fund, the world’s largest bond fund, produced the worst risk- adjusted return over the past year among 16 U.S. intermediate- term funds with at least $5 billion in assets, according to the BLOOMBERG RISKLESS RETURN RANKING

The future of the branch is anyone's guess, but one thing is for sure: RIP teller lines. The new teller-line free branch concepts require staff members to better deliver a brand experience that includes demoing new mobile app features to signing a customer up on a new product.

Clients can use social media to effortlessly endorse and recommend their investment advisors. Here's what advisors must understand about client testimonials on social media.

How do I balance my personal and professional life online? This is a common social media strategy question among advisors, but it's time to remove the divide.

Adding to the information services Morningstar offers to financial advisors, the company has acquired ByAllAccounts, a firm that provides data aggregation technology for financial applications.

As regulatory scrutiny intensifies, advisors must design and support policies and processes to avoid compliance missteps. New technology tools can help.

Lawyers and clients are considering legal action to obtain new arbitration cases or revisit decisions amid allegations that a former FINRA arbitrator lied about being an attorney during his 15-year tenure.

Jim McNeil moves to Information Inc., another group within SmithBucklin, as his career comes full circle.

There are a number of social media mistakes that can trip advisors up. Get these details right to boost your social presence and see your content shared further.

An organization calling itself Anonymous Ukraine has boasted of a huge theft of American debit and credit cards. Many of the card records are old, and some appear to be from earlier breaches. However, the claims have to be taken seriously, investigators say.

In the March issue, columnist Bob Veres cited seven "dirty words" that were hurting RIAs.

Vanguard Group Inc., the third- biggest provider of exchange-traded funds, gained ground on larger competitors this year after gathering ten times as much money into its ETFs than the rest of the U.S. industry combined.

The biggest rally in two years for Brazil’s Ibovespa benchmark signals to long-time bear Michael Shaoul from Marketfield Asset Management LLC that stocks might have bottomed out.

There are a number of social media mistakes that can trip advisors up. Get these details right to boost your social presence and see your content shared further.

Across two generational groups, women say they plan to stick with their current planner.

Advisors buoyed by retirement activity, rising risk tolerance.

For RCS Capital's expanding empire of advisors and broker-dealers, the sweet spot will be $300,000 to $3M accounts.

Attorney, author and financial fraud expert Kathy Phelps offers advice on how to protect clients from falling victim to a Ponzi scheme.

As a young congressional intern, RBC branch manager Amy Sturtevant wanted to make a difference. A career as a financial advisor afforded her the way to do that.

Beset by a graying workforce, an aging clientele and a shortage of young talent, the wealth management industry is at long last changing course.