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Genworth Financial Wealth Management has added 20-year industry veteran Rico Casares to its practice management consulting team.

Zions Bancorp is ramping up its wealth management business with the support of third-party marketing firm PrimeVest Financial Services.

Financial advisors Robert Powell, Walter Urban and Tyler Mercer of Alpha Capital Partners have announced a partnership with Raymond James & Associates.

Advisors clearly need to change how their practices are staffed up in order to meet the challenge of running clean, client-focused businesses.

On June 12, 2012 Sentinel Investmentsfs CEO Christian W. Thwaites joined the board of directors of The Borgen Project, a national nonprofit organization committed to improving conditions for people living in severe poverty.

On June 12, 2012, new research by a pair of academics say that it's all about luck for managers after the first three years,

If personal financial planning is complex, then advising entrepreneurial clients is orders of magnitude more so. Planner Karl Frank in Englewood, Colo., who specializes in clients who are small business owners, relies on a guiding principle for himself and for this class of clients.

Neuberger Berman Group this week launched the Neuberger Berman Absolute Return Multi-Manager Fund (NABAX), which bets on a slate of hedge fund managers.

S&P Capital IQ this week unveiled its Global Markets Intelligence group, a new advisory business that provides risk-based non-discretionary equity, fixed income portfolio strategies, asset allocation, and fund review services to asset managers.

USAA Investments is adding six target-risk mutual funds to its portfolio.

U.S. exchnage-traded funds assets totaled $1.12 trillion as of May 31 – up 7% year-to-date, according to the ETF Snapshot May 2012 released by State Street Global Advisors.

Mutual funds that invest in alternative types of securities, ranging from commodities to private equity investments, have been hot. But the heat appears to be cooling off.

Mutual funds that invest in alternative types of securities, ranging from commodities to private equity investments, have been hot. But the heat appears to be cooling off.

Securities America is previewing changes to its advisor dashboard, and SA Mobile, a new mobile phone application that allows advisors to operate CRM programs and apprise clients of certain aspects of their accounts, the firm announced.

Over the course of a 30-year career, Steven Stahlberg worked for Wachovia, R.W. Baird and Morgan Stanley.

The Dow Jones Industrial Average fell 143 points to finish at 12,411.23 Monday as investors reacted to more uncertainty in Europe and signs that overall global economic growth continues to slow.

Snapshots from the 2012 Pershing Insite Conference in Hollywood, Fla.

On June 11, 2012, United States ETF assets totaled $1.12 trillion as of May 31 – up 7 percent year-to-date, according to the ETF Snapshot May 2012 released by State Street Global Advisors.

On June 11, 2012, USAA Investments added six target-risk mutual funds to its portfolio.

On June 11, 2012, S&P Capital IQ today unveiled its Global Markets Intelligence group, a new advisory business that provides risk-based non-discretionary equity, fixed income portfolio strategies, asset allocation, and fund review services to asset managers.