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A new Franklin Templeton survey found that globally investors are optimistic about 2013, but are still wary of the potential for risk.

There were a dozen critically undercapitalized banks at the end of the first quarter, according to Trepp, a data analysis firm in New York. Regulators are compelled to close banks when their capital gets that low. Several have failed in recent weeks, while one found a buyer.

First the good news about the wealth management fever that's sweeping the U.S. banking industry: there are real opportunities for banks that can adapt quickly. The bad news? Competition is fierce.

China’s transition from relying on exports to drive its economy to developing demand to fuel more domestic consumption is one trend worth keeping an eye on.

As the global economy becomes more correlated, advisors are helping clients deal with increased portfolio volatility.

From vetting their finances to selling a different set of products, these clients come with their own set of demands.

Daniel Martino will replace Joseph M. Milano as portfolio manager of the T. Rowe Price New America Growth Fund (PRWAX) effective May 13, according to a May 10 filing with the Securities and Exchange Commission.

Targeting investors looking for higher returns but lower risk, USAA is planning to roll out the USAA Global Managed Volatility Fund on July 12, according to a registration filing.

Four emerging nations could be the next BRICs: Turkey, Indonesia, Mexico and the Philippines, which we dub the TIMPs.

ETFs Can Now Be Placed in Retirement Plans

Institutional strategies are a wellspring of inspiration for retail product developers. One such idea that is making its way into the retail market is the supply of alternative investments.

The Securities and Exchange Commission under chairman Mary Jo White will take a global perspective in the reforms and rules it lays down.

The firm scored particularly well in clients’ feelings of their investment advisors, account information and investment performance, according to a J.D Power study.

ALPS is launching what it says is the first of its kind variable annuity product. The ALPS|Alerian Energy Infrastructure Portfolio delivers energy infrastructure and MLP-focused investments to the variable annuity market.

A new Franklin Templeton survey found that globally investors are optimistic about 2013, but are still wary of the potential for risk.

U.S. securities regulators are reviewing a proposal that would require the riskiest money-market mutual funds to adopt a floating share price, according to a person familiar with the matter.

Fidelity Investments has rolled out a target volatility strategy, the Fidelity VIP Target Volatility Portfolio. The portfolio seeks to manage total return volatility within a target range.

Municipal bond mutual funds saw inflows into weekly-reporting funds, at $22 million, for the first time in 10 weeks.

A former loan officer at Wilmington Trust in Delaware is facing jail time after pleading guilty this week to bank fraud.

Reports that aging clients may not be able to make sound financial decisions because of declining cognitive skills may be overstated, said Laura Carstensen, professor of psychology and head of Stanford University’s Center on Longevity.