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Oaks, Pa.-based SEI, a provider of investment processing, fund processing, and investment management business outsourcing services, has appointed Stephen Beinhacker as Global Head of Equities for SEI's Investment Management Unit.

Higher hurdles advisors must clear to break into the advisory business are contributing to the aging of the workforce. Here are tips to help rookie advisors get into the field and thrive.

Stewart Capital Advisors, LLC, the investment advisor for Stewart Capital Mutual Funds, said that it has made the Stewart Capital Mid Cap Fund available as a no-load mutual fund effective April 1.

Investment advisor Matthew Tuttle spends a lot of time moving the money of newly-acquired clients out of mutual funds and into exchanged-traded instruments.

BlackRock Investments Canada Inc., an indirect, wholly-owned subsidiary of BlackRock, Inc. today said that it will liquidate the Claymore Inverse 10 Yr Government Bond ETF and distribute to shareholders the proceeds from the liquidation of the assets by June 22.

New issuance of long-term municipal bonds continued to rebound in March from last year’s relatively anemic figures, surging 82.5%.

Lazard Asset Management LLC has launched the Lazard Global Fixed Income Portfolio targeting both institutional and individual investors.

The Hartford is relocating the headquarters of its mutual funds business to Radnor, Pa., in a complex where Wellington also has an office. It also plans to hire as many as 50 new sales people to this office.

Wells Fargo & Co. has opened its new Abbot Downing business, officially merging two of its wealth management units under a new brand it hopes will expand its market share of America's richest families.

Discount brokerage Charles Schwab Corp is reviewing whether to add a warning when a customer is about to trade certain exchange-traded products, in one of the strongest warnings yet for retail investors about these esoteric securities.

Expanding its relationship with Wellington Management, The Hartford is relocating the headquarters of its mutual funds business to Radnor, Pennsylvania, in a complex where Wellington also has an office. It also plans to hire as many as 50 new sales people to this office, adding to the already existing 100 person force nationwide, to support sales of its funds in the advisor-sold and defined contribution investment only (DCIO) channels. .

Despite wildly different 10-year returns, international stock funds all have similar impact in a 12-asset portfolio.

Wealthy clients are more likely to be sued, but excess personal liability insurance doesn't have to cost a fortune.

Your clients can make or break you-here's how to grow your business by focusing on those who can improve your bottom line.

The Federal Reserve's stress tests and capital decisions help clarify who can afford to buy, how much they can pay and who might need to sell.

Even though investors of all wealth brackets want more online capabilities, they still value advice traditional financial advisors are able to provide.

Advisors share their insights about the blurred line between personal and corporate finances for the entrepreneurial client.

One reader took exception to a line in the article, "The Rich Rush To REITs," which appeared in the March 2012 issue of On Wall Street. The reader writes:

On Wall Street takes a close-up look at the leaders in five categories

Wells Fargo promoted Dean Junkans to the new role of chief investment officer of both Wells Fargo Advisors and Wells Fargo Private Bank. Junkans previously served as chief investment officer of the private bank.