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With heavyweights like PIMCO throwing its hat into the managed futures mutual fund ring, interest in this investment vehicle appears to be rising.

Many banks are at a crossroads now on whether to stay independent or sell—but for those banks that raised money to buy others, the pace of consolidation has been a drag.

John Roth, manager of Fidelity Investment's New Millennium Fund, opens up to MME about the tensions between active and passive management, hard lessons learned during the financial crisis of 2008, and the biggest challenges he sees ahead.

Dealing With Cognitively Impaired Clients

Having a computer crash isn't such a far-fetched possibility. Make sure you're prepared for it.

In an effort to help attract a new generation of financial advisors, TD Ameritrade Institutional has awarded $50,000 in scholarships to 10 financial planning undergraduate students from around the country. The goal: attract new talent to the industry as the current generation of older advisors near retirement.

With heavyweights like Pacific Investment Management Company (PIMCO) throwing its hat into the managed futures mutual fund ring, interest from both investors and asset management in this investment vehicle appears to be rising.

(Bloomberg) -- Bank of America Corp.’s Merrill Lynch unit must face a lawsuit filed by two trusts that hold and administer mortgages on behalf of investors who own more than $1 billion worth of securities collateralized by the loans.

S&P Capital IQ, a business line of McGraw Hill Financial, announced the opening of a new office in Mexico City from which it will both provide a variety of investment and credit in-depth information analysis tools and research for local financial professionals as well as increase data coverage of Mexican and Latin American securities,

New York, California and Texas will be ground zero for Fiera Capital, the $71 billion Canadian investment manager that is hoping to crack the top tier of the U.S. private wealth market.

Although average Gen Xers say they want life insurance policies worth more than $700,000, they purchase only $260,000 in coverage.

Advisors who want to work with the next generation of millionaires will need to roll up their sleeves.

In a Q&A with Financial Planning five scholarship winners – and next generation planners – share their views on the industry opportunities and challenges that lie ahead.

With the transfer of wealth from baby boomers to the younger generations already underway, financial advisors need to adjust or risk getting left behind.

Oppenheimer Funds and Putnam Investments have won top honors in the 11th annual NOVA Awards for innovation in the investment management industry.

The RIA channel is set to be a source of headcount growth, while the wirehouses and broker-dealer channels are expected to be the biggest losers, according to Cerulli Associates’ most recent study -- but there’s a silver lining for RIAs.

Members of Generations X and Y - people between 23 and 48 years old - who have $1 million or more in investable asset are more active in the markets, engaged in planning and philanthropy, informed, optimistic and collaborative than their baby boomer counterparts, according to a new survey by Fidelity Investments.

There have been 16 straight weeks of outflows from muni bond funds, to the tune of $26.4 billion, and industry watchers do not expect flows to bounce back anytime soon.

One of the most crucial mistakes wealth managers make in their marketing -- and, even more fundamentally, in their practice -- is targeting clients and prospects solely on the basis of net worth or investable assets.

The IRS is providing guidance on the application of the market reform provisions of the Affordable Care Act to health care arrangements such as health reimbursement arrangements, employer payment plans and flexible spending accounts.