Subject Root Tag

Huntington Asset Services is trumpeting the growth of its Valued Advisers Trust, its second series trust, which recently reached assets under management of $500 million.

Palmer Square Capital Management today officially revealed the hiring of Emily Colella as a managing director, responsible for business development.

The $290 million Janus Global Research Fund is merging into the $1.9 billion Janus Worldwide Fund $1.9 billion in January

For the week ended Sept. 19, investors yanked an estimated $4.8 billion from U.S. stock mutual funds, almost twice the $2.67 billion they withdrew a week earlier.

If you want to attract new clients, spend time talking about the benefits that people will have by working with you. Too many advisors talk mostly about their process. The problem with that is people don't care about your process.

Three-quarters of institutional investors nationally have changed their approach to risk management over the last five years, and say alternative investments are critical to spreading portfolio risk, according to a survey from Natixis Global Asset Management.

Altegris is betting that advisors and investors want fixed income exposure on both the long and short side via its latest offering, the Altegris Fixed Income Long Short Fund.

Pacific Investment Management Co.is opening up its Pimco EqS Long/Short Fund (PMHIX) to include bets on REITs

All indicators are pointing to a slow progress for the U.S. economy following the November election, while the stock market should continue to reap 8% to 9% returns over the course of this decade, one portfolio manager predicted Wednesday.

Northern Trust has launched the Northern Multi-Manager Global Listed Infrastructure Fund (NMFIX) to bet on infrastructure companies listed on a domestic or foreign exchanges, including emerging and frontier markets.

More than four in 10 investors (41%) view themselves as "very inexperienced" with investing, up from 27% last year.

Mutual fund shareholders are paying their managers less today in fees than they were 20 years ago or even last year.

With all the buzz about building a social media presence, it's still all about getting in front of a prospect. The Linked-In introduction process outlined by Kevin Nichols of the North Carolina-based Oechsli Insitute prescribes six steps to identify a potential client through LinkedIn and then score that face-to-face meeting.

Kweku Adoboli's co-workers knew he was making fictitious trades, the former UBS AG banker told an attorney who interviewed him on the night of his arrest in September 2011.

Credit Suisse Group AG, Switzerland's second-biggest bank, is considering combining its asset-management unit with the private and investment banking divisions, a person familiar with the matter said.

Jeffrey Gundlach, the chief executive officer of DoubleLine Capital whose home was burglarized earlier this month, has offered some $1.7 million for information leading to the recovery of stolen artwork.

The Securities and Exchange Commission has filed civil and criminal charges against a Pennsylvania man accused of defrauding elderly investors by issuing phony account statements inflating the value of his clients' accounts, and then pilfering funds from another client in a repayment scheme.

When it comes to practice management, experienced advisors want to learn more about three subjects: engaging centers of influence, pricing, and measuring and building client loyalty. At least, that's what Genworth Financial Wealth Management has heard from advisors attending its Mastery practice management workshops for independent advisors

Investors are less aggressive than their advisors' risk profile assumes them to be, according to Cerulli. In fact, "many investors simply have no desire to endure ongoing market volatility," the report said.

Members of Generation Y are fundamentally less trusting, more inclined to do their own research and more insistent on mobile technologies for everything - including their financial planning and investing. This is according to a new white paper that urges planners to get to know Gen Y better by comparing it to the two generations that preceded it: Generation X and the Baby Boomers.