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Married Baby Boomers are much more likely to have retirement savings and a retirement goal than their single friends.

The Net Asset Value of … Stocks

With the rise of omnibus accounting, the details of trades and positions can get buried. The ‘next frontier’: Determining how much to disclose to funds and their boards and how to disclose it.

Who's got the best mutual fund family of 2012?

Dynasty Financial Partners announced Monday it hired Michael Moriarty as director of investment platforms.

Brown Advisory, an independent investment management firm with $33 billion in assets under management, announced the appointment of Porter Schutt and Bill Dugdale as partners in the firm’s Wilmington, Del., office.

Fund distributors are seeing the ‘best flows in years,’’ according to Sandy Motusesky, director of investment solutions at Pershing.

Forward Management has added two investment analysts to their global healthcare investment team. 

As RIA firms grow and attract larger customers, $2 million in client AUM is the cut-off above which pricing rises favorably for RIAs, according to a new study.

Vanguard Group’s chief executive, Bill McNabb, twice has taken to the keyboard to respond to customers on Twitter and Facebook.

Only 11% of households cite referrals as the reason for beginning relationships with advisors, according to Cerulli Associates.

You can train people in your organization to think about you in the way you want, if you define yourself in three adjectives and consistently back it up, said Carla Harris of Morgan Stanley Investment Management at NICSAyou can train people to think about you the wayyou want people to think about you.

Merrill Lynch financial advisor Kevin Scott, number 8 on the Top 40 Under 40 list, took his cues to become an advisor from his father. Now, they work together as a team.

The fund services unit of Citigroup said it will begin testing a custody program that it says will shave a day off the time it takes to settle trades or process notices of corporate actions.

Money market mutual fund assets dropped by $3.67 billion to $2.691 trillion for the week ended Wednesday, February 6, according to the Investment Company Institute.

Municipal coffers are recovering, but many bond investors still favor revenue bonds, particularly the essential purpose variety, over their general obligation brethren.

Mary Jo White, President Barack Obama’s nominee to lead the U.S. Securities and Exchange Commission, said she will avoid some matters involving firms including JPMorgan Chase & Co., General Electric Co. and Deloitte & Touche LLP if confirmed by the Senate.

Unlike the soon-to-be-discontinued Facebook Credits, the new Amazon Coins have a ready marketplace with consumers and merchants.

Total HSA accounts rose by 22% last year, to more than 8.2 million, while assets picked up by 27%, to $15.5 billion.

As an increasing number of fee-based advisors leave wirehouses to go independent, some custodians are experiencing some of the strongest growth in the financial industry. Here are the top 15 custodians as ranked by RIA assets.