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Patrick Dorsey, formerly director of equity research at Morningstar, is joining Sanibel Captiva Trust as vice chairman, director of research and strategy. He will also serve as chairman of the company’s asset management committee.

Van Eck has launched the Market Vectors Colombia ETF in response to investors’ growing interest in emerging markets outside the BRIC nations (Brazil, Russia, India and China).

The unexpected death of a husband or a recent divorce may mean that a woman is suddenly making all financial decisions.

Millionaires are a complex bunch. Although a vast majority of them say they remain unshaken by the market downturn, according to a recent Fidelity Investments survey, a significant portion also have a negative outlook for the U.S. economy, currently.

Bank sales of total annuities regressed slightly in January, according to the latest Kehrer-Jackson Monthly Bank Annuity Sales Survey, but overall investor interest still remains much higher for both than it was at this time last year.

Two top Obama administration officials said Tuesday that the government-sponsored enterprises would not be exempted from a pending proposal to help standardize mortgages sold into the secondary market.

Consumers crave more ease in their experiences with banks, and they claim it's worth $2.6 billion to them.

TD Bank's redesigned checking lineup is widely varied but has a common thread — for five of its six new accounts, paper statements can cost a dollar a month.

Americans are not very confident at all that they will be able to retire, a Country Financial survey of 3,000 Americans finds.

Despite all the dire warnings from financial advisors, relatives and the federal government, most Americans still aren't saving anywhere near enough money to afford the dignified retirement they all claim is so important to them and, worse, most don't even have any idea exactly how much they'll need even if they were to begin saving today for their golden years.

PIMCO will begin building new headquarters in Newport Beach, Calif., in late summer, with completion scheduled for the end of 2013. Architect Henry Cobb is designing the office, and Irvine Co. is building it.

Global X Funds has launched two new exchange-traded funds, the Global X Pure Gold Miners ETF and the Global X Oil Equities ETF.

After two years of solid market gains, you may be wondering what comes next. Historically, the market drops 10% about once a year, so don’t be surprised if we see a 1,200-point drop in the Dow, says Kate Warne, investment strategist at Edward Jones.

Americans are not very confident at all that they will be able to retire, a Country Financial survey of 3,000 Americans finds.

Advisors hate it when ancillary tasks eat up too much of their time, because it robs them of the most enjoyable part of doing their jobs—working directly with clients!

LPL announced on Monday that it will move all Uvest bank brokers from Pershing to LPL’s self-clearing platform.

Fixed and variable annuities each changed course, the former rising and the latter falling in January of this year, according to the Kehrer-Jackson Monthly Bank Annuity Sales Survey.

Munis Are Muted; Analysts Weigh In

Mutual fund sales, brokerage business drive growth.

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