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The Board of Trustees of Touchstone Funds Group Trust has decided to appoint Forum Securities Limited as sub-advisor to the Touchstone Global Real Estate Fund (TGACX), replacing current interim sub-advisor Russell Implementation Services, a subsidiary of Russell Investment, effective May 24.
May 28 -
As the baby boom population ages and average life expectancies climb higher, financial advisors must tackle one more topic in their conversations with clients: elder care. Morgan Stanley Wealth Management is now giving its advisors a new tool to help clients who need help caring for loved ones.
May 28 -
Fresh off of its announced partnership with a Chinese venture capital shop, Philadelphia-based VTL Associates is looking to add two exchange-traded funds to its roster: RevenueShares Emerging Market Fund and RevenueShares Ultra Dividend Fund.
May 28 -
Around 200 female financial planners attended the Women Advisors Forum in New York City earlier this month. Sessions covered topics ranging from practice management and acquisition strategies to the benefits of developing a niche and ways to bring more women planners into the industry. Check out some highlights from the event.
May 28 -
Vanguard today reports that expense ratios have dropped for several of its mutual funds and the Dividend Appreciation ETF.
May 28 -
Investing in a fund holding mining stocks is not the same as investing in a bullion fund. Advisors should know which mining companies are included in precious metals funds, and where they operate.
May 28 -
Advisors are expected to up the exchange traded fund allocations in their clients portfolios in 2013, according to Cerulli's Exchange Traded Fund Markets 2013 report.
May 28 -
JPMorgan Chase & Co. hired Travis Machen from Morgan Stanley to run corporate banking for hedge funds, money managers and other mid-sized financial firms.
May 28 -
Baird has snapped up an advisor with $200 million in AUM from William Blair, an employee-owned brokerage in Chicago.
May 28 -
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Arrow Funds has hired an ex-Direxion exec as its new national sales director. John Cadigan joins the firm in the title role.
May 28 -
Could your clients use a life insurance audit? The most common life insurance mistakes involve the amount and type of coverage and beneficiary designations.
May 28
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As more investors manage money with so-called direct providers, many advisors -- whether they're in the RIA or wirehouse spaces -- worry they'll be left in the dust
May 28
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Gathering traction on social media can be difficult, especially on Facebook. But James Maendel of Maendel Wealth has found a strategy that works with a little time and a lot of focus. Check out his strategies for success.
May 28
FMG Suite -
Total money market mutual fund assets increased by $19.53 billion to $2.601 trillion for the week ended Wednesday, May 22, according to the Investment Company Institute.
May 28 -
Investors continue to pour dollars into 40 Act products, looking for returns outside of U.S. borders and income from taxable fixed income funds.
May 28 -
The Board of Trustees of the Tatro Tactical Appreciation Fund (TCTNX), a series of the Northern Lights Fund Trust, has decided to shut down the fund in the best interests of its shareholders, according to a filing.
May 28 -
Flows into municipal bond mutual funds scraped and clawed into positive territory the week of May 22, at $63 million.
May 28 -
For financial advisory firms, branding can be a balancing act between the strength of individual advisors brand and the larger, unified brand of the firm.
May 28
Financial Planning -
Heres a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.
May 24






