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Bank of America has added a new investment offering to its Merrill Edge program for mass-affluent investors.

Independent advisory firm French, Wolf and Farr has increased its AUM after taking on Piedmont Asset Management.

Portfolio management and accounting software supplier Tradar said it is working with financial data aggregation and reporting software supplier Nedelma to launch a mobile portfolio reporting app that can be accessed via the iPad and other tablets.

Bill Gross and his team of bond specialists at Pacific Investment Management Company built the Total Return Fund into the world’s largest mutual fund, with more than a quarter-billion dollars in assets. Can he (and they) repeat the trick, with a Total Return exchange-traded fund?

The shares finished trading on their first day worth $99.96. Altogether, 550,375 shares changed hands on the NYSE Arca electronic exchange.

For some companies, there was a lot to love about February. Here’s an interactive slide show highlighting the 5 best-performing Dow component stocks for February 2012.

Bill Gross and his team of bond specialists at Pacific Investment Management Company built the Total Return Fund into the world’s largest mutual fund, with more than a quarter-billion dollars in assets. Can he (and they) repeat the trick, with a Total Return exchange-traded fund?

Finance graduates don't always make the best financial planners.

It can be challenging - but enjoyable - advising those who are used to giving advice themselves.

Regions Financial Corp.'s deal to sell its Morgan Keegan brokerage and investment banking arm are leaving industry observers to wonder what the Birmingham, Ala. bank's plans are going forward.

We applaud diversifying into different asset classes, but memories of recent losses are keeping too many people out of the equity markets.

The onslaught of retirement business over the next 20 years has been the big story-but beyond that, demographics paint an uncertain picture.

Stocks are beating bonds, small caps are outperforming large caps and high beta is leading low beta.

Our annual compensation ranking examines team remuneration along with the best payout plans

Barclays Wealth has hired eight financial advisors in the latest bid of its Americas expansion strategy. In Los Angeles, Barclays has hired Lisa Amster from Goldman Sachs, Audra Lalley from Morgan Stanley Private Wealth Management, Mark T. Lindee from Wells Fargo, and Kevin Monaco and David Garfin from Credit Suisse Private Banking. In Chicago, three-member team Stuart Buck, William Scherr and David Yaccino join from Goldman Sachs.

Even better, REITs may be on an acquisition streak this year

Helping clients identify and separate sources of income to face the challenges of getting older.

It's often more beneficial in the wealth creation process to go against the grain and do what is uncomfortable

The managing director, global head of manager due diligence, private bank, at J.P. Morgan discusses her 17 years in the securities business.

Our legal expert discusses a new calculation by the SEC.