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Investors, still high on the muni market, continue to allocate money to municipal bond mutual funds, to the tune of $545 million.

Treasury Secretary Timothy Geithner offered Republican House Speaker John Boehner a proposal to avert an end-of-the-year fiscal cliff that would trade $1.6 trillion in tax increases for $400 billion in unspecified entitlement program cuts, a Republican aide said.

Christmas came early for the FPA Perennial fund this year in the form of a Gold rating from Morningstar.

Fidelity Investments is fast becoming the mutual fund provider choice du jour among advisors north of the border.

Will FINRA’s announcement that it will consider new disclosure guidelines for recruitment incentives be a boon or bane?

Perhaps it's time to ditch the thinking that money market and stable value funds are the only major cash preservation vehicles.

BMO Global Asset Management as added the BMO Short Tax-Free Fund (MTFYX, MTFIX) to its lineup.

Merrill Lynch has snapped up 10 financial advisors from rival wirehouse firms who managed a total of $1.07 billion in assets and had $7.7 million in fees and commissions.

While most companies seem hesitant to spend their cash, at least one company is eager to take advantage of sluggish market activity to grow.

Many advisory firms are suffering capacity constraints at a time where macro forces, like Boomer retirement, are driving growth their way. Advisors can take advantage of this growth curve by implementing the “Starbucks Experience," which will allow them to scale businesses for growth and provide a better client service experience.

Mark A. Ritter will lead the growth and development of Susquehanna Trust and Investment Company.

These record levels are expected to continue through the end of the year as individuals and their advisors seek to meet charitable giving priorities while also navigating the uncertain outlook for taxes given the expiration of the Bush-era tax cuts at year’s end, according to Schwab.

Exchange-traded funds hit a speed bump last month after coasting through much of the year in the black.

Strong networking is critical if advisors want to attract defined contribution plans, according to a white paper from Franklin Templeton.

As compliance costs rise, more banks are looking to get out of the investment advisory business, though some observer believe the trend could lead to more oversight of the actual vendor relationships.

Married millionaire women are more risk averse, more interested in holistic financial planning and they may be better candidates for financial advice than their male counterparts according to research released by Fidelity on Thursday.

“What we ... know is that there are a lot of advisors who think their entire value is wrapped around they’re delivering advice to clients and telling them how it’s going to work out,," Joe Duran, the CEO of United Capital said. "But the reality is that we don’t believe that’s the future."

Compass EMP Funds may have just launched 13 new mutual funds, but the Nashville, Tenn., firm isn't finished just yet.

Kayne Anderson Rudnick, a boutique investment adviser and affiliated manager of Virtus Investment Partners, has promoted Doug Foreman to co-chief investment officer, effective January 1, 2013.

For the week ended Nov. 20, investors yanked an estimated $7.51 billion from U.S. stock funds, bringing total outflows to more than $131 billion for the year.