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Jerry W. Miller has been named head of asset and wealth management, Americas at Deutsche Bank, a newly created position.

The United States is the best market for fund investors based on criteria such as investor protection, transparency, fees, taxation, and investment distribution, according to Morningstar’s Global Fund Investor Experience report.

Same-sex and divorced couples can be a profitable niche for advisors, if they know how to market.

There is nothing simple about taxes. Combining taxation in dozens of countries with that of the United States brings even greater complexity.

Investors are reminded almost daily that the world is changing—that the post-war era of U.S.-led economic growth is becoming a thing of the past. While the U.S. economy remains one of the most dynamic and resilient in the world, the collective economic might of the developing nations—with China at the forefront—continues to grow and expand on both an absolute and a relative basis.

Mass affluent investors are beginning to regain confidence following the economic downturn, according to the Spring 2013 Merrill Edge Report.

Most IRA owners limit withdrawals to required minimum distributions, according to a new report from the Employee Research Benefit Institute. Nevertheless, a substantial number of higher-income retirees take withdrawals before age 70-1/2 and those non-required distributions may be relatively large, in relation to their IRA balances.

Pacific Investment Management Co., whose co-founder Bill Gross said last week the 30-year bull market in bonds is probably over, attracted the most client deposits ever in the first quarter.

New rules being considered for U.S. money-market mutual funds will make them safer for investors while forcing some smaller providers out of the business, Moody’s Investors Service analysts said this week in a research report.

Sallie Krawcheck, the former senior executive at Bank of America Corp. and Citigroup Inc., agreed to buy 85 Broads, the global network with 30,000 members that promotes women as business leaders.

What impression do your clients get when they enter your office before even saying word? Are they comfortable and receptive or turned off? Ron Carson says little things can go a long way when it comes to attracting and retaining clients.

The Financial Services Institute gained traction with a new round of advisors from Capital Investment Companies.

The average high-net-worth investor is changing and that spells a significant opportunity for advisors.

The United States is the best market for fund investors based on criteria such as investor protection, transparency, fees, taxation, and investment distribution, according to Morningstar’s Global Fund Investor Experience report.

China’s first cross-border exchange-traded fund (ETF), based on the NASDAQ-100 Index, has begun trading on the Shanghai Stock Exchange.

Read any number of studies, or just glance around most industry conferences and you'll see it: Women make up a noticeable minority of the financial advisory community. The CFP Board is trying to do something about it.

“If corporate America does not achieve parity in boardrooms as other countries are actively implementing, we will fall further behind,” Eve Ellis warned at the Women Advisors Forum.

John Hancock Investment Management Services has filed with the SEC to launch the Global Equity Fund.

Roberto Sanchez-Dahl, and Paolo Valle, formerly managers of the Federated Emerging Market Debt Fund, have joined Manulife.

Women advisors are more risk averse than their male counterparts, and in the wake of the financial crisis, that has proven to be a good thing.