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The online supplier of financial information said it is beginning to market a variety of analytical services for valuing and determining the risks of particular bonds that are derived from the Aladdin platform built by BlackRock.

The Retirement Income Industry Association recognized the best marketing and thought-leadership in the industry during its annual conference

Scott & Stringfellow has brought on three former Wells Fargo advisors to join its Charlotte office.

The result of the upcoming Presidential election will have little impact on investors, according to Andrew Mehalko, President of AM Wealth Management.

A little more than a decade ago, when Deloitte put together its first fair valuation survey, our goal was to help mutual funds benchmark their valuation policies and procedures against others in the industry, as well as to highlight the different approaches we saw. Based on the initial flurry of responses we received, we realized we had hit on something unique.

"To float or not to float? That is the question."

Securities and Exchange Commission member Daniel Gallagher said Thursday the stable net asset value of shares in money funds is again under review.

Sure, it slows down decisions. Sure, it's difficult to do.

Rising interest in hedge fund-like mutual funds among advisors and investors have driven service providers and fund managers alike to adjust their businesses to account for legal and tax ramifications of serving and operating alternative mutual funds.

Well, that didn't take long.

This week, two funds that are “on fire” and “peer shellacking” garner Gold ratings from Morningstar while another fund snags a bagel and a Negative rating for failing to deliver on its mandate.

An agreement reached in the Lehman Brothers liquidation proceedings could pave the way for customers of the failed brokerage to see 100% recovery without using any fund advances from the U.S. Securities Investor Protection Corp.

U.S. mutual fund investors spurred equity funds for the eighth consecutive week, withdrawing $2.4 billion from the funds for the week ended Oct. 4.

RBC has pulled an industry veteran from UBS to fill the position of branch director of its Burlington offices.

Fewer people are making a clear transition into retirement and the trend is creating unique challenges for advisors.

Abigail Johnson, the president of Fidelity Financial Services, the parent company of mutual fund giant Fidelity Investments, is on a roll.

About 15% of affluent investors are considering a move within the next month. The most likely landing spot is Vanguard, followed by Fidelity and USAA, according to a new monthly survey by Phoenix Marketing International.

In spite of all the worries about investor sentiment amidst a sluggish recovery, assets in mutual funds and ETFs both hit record highs in August, with $8.8 trillion and $1.2 trillion, respectively., according to Cerulli.

Total money market mutual fund assets dropped by $11.64 billion to $2.564 trillion for the week ended Wednesday, October 3, according to the Investment Company Institute.

The idea of an advisory council leaves many advisors apprehensive, but to generate new ideas, it is critical to speak with a group of clients and prospects on a regular basis to find out what's wrong (and what's right) about your practice.