Subject Root Tag

Mergers and acquisitions in the U.S. financial services industry took a dip last year but potential sell-offs in Europe could pave the way for a better M&A market for 2012 and beyond, according to a new PwC report.

ProShares has launched the ProShares UltraPro Short 20+ Year Treasury. The ETF lists on NYSE Arca today.

New York-based Clear Alternatives is ready to make a name for itself in the asset management space.

Officials at State Street Corporation today have a few billion reasons to smile.

San Francisco, Calif.-based Forward Management, advisor to Forward Funds, today said that it will close the Forward Select Income Fund to most new investors beginning March 30.

BlackRock’s Canadian investment arm, BlackRock Investments Canada, Inc., is now rebranding to iShares the names of most of the exchange-traded and closed end funds previously marketed under the Claymore Investments brand.

It's that time of year. This week, IRA expert Ed Slott fields a handful of tax questions about investors’ IRA accounts.

Steve Sanduski, The Prosperous Advisor, says advisors who fall victim to confirmation bias could be doing themselves and their clients a great disservice.

For bank advisors who are serious about improving their businesses, Bank Investment Consultant's editors offer this compilation of slide shows on best practices. You’ll find advice on topics such as boosting revenue, closing more sales, getting your clients to open up, maximizing social media and more.

“Women look at their money and ask, ‘How much money do I have and what do I need to survive on?’” says BMO Retirement Institute head Tina Di Vito, “whereas men look at market volatility and ask, ‘What will my portfolio produce?’”

Raymond James managed to straddle both the RIA and employee channels, placing second in both.

Raymond James manages to straddle both the independent and employee channels and places second in both.

Millionaire as well as mass-affluent households in the U.S. are markedly more optimistic about the economy than they were just two months ago.

Mutual fund families routinely, and on purpose, use the capital in affiliated funds as “insurance pools” to offset or prevent cash shortfalls in other funds within family, according to research released by the Kelley School of Business at Indiana University.

Wilmington Trust has opened its first Washington, D.C., office targeting high-net-worth clients with $3 million or more in net worth.

You don’t have to act like Alec Baldwin in Glengarry Glen Ross to close a sale. But you do have to know a little something about human nature and psychology. Here’s a preview of an upcoming story in our April issue called “The Art of the Close” by Rick Rummage.

Guinness Atkinson Asset Management, advisor to the Guinness Atkinson Funds, has launched a new equity fund aimed at providing investors with current income and consistent dividend that will exceed inflation.

Multi-asset manager Virtus Investment Partners has launched a mobile app designed to give users access to what the firm has to say about the latest developments in the financial markets.

Retirement plan provider ShareBuilder 401k has expanded its All-ETF 401(k) platform with five new funds.

T. Rowe Price has unveiled the iPad edition of T. Rowe Price Investor, the company’s quarterly magazine for mutual fund shareholders.