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  Top Portfolio Products: Putnam Launches 6 New Funds

  By Marlene Y. Satter, AdvisorOne  |  March 22, 2013

  Other new products include new retirement share classes for seven of Neuberger Berman’s funds and an Islamic index series from Russell.

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  SEC Enforcement Roundup: CR Intrinsic Slapped With Record Insider Trading Fine

  By Marlene Y. Satter, AdvisorOne  |  March 21, 2013

  The SEC settlement by CR Intrinsic was for $600 million, the largest ever in an insider trading case; meanwhile, a financier was charged in a scam involving pre-IPO Facebook stock.

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  Outsourcing Is Up as Tech Crunch Hits IBDs

  By Janet Levaux, AdvisorOne  |  March 14, 2013

  Likewise, greater social media technology is coming to independent reps and their firms, say experts at TechLeaders 2013.

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  Use Technology to Protect Clients' Personal Information

  By Dan Skiles  |  February 25, 2013

  Clients may tell you how important it is for their personal information to be protected. What a lot of them don’t realize is that much of their information—some very personal and specific—is readily available on the Internet, usually free of charge.

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  Facebook? LinkedIn? Here’s the Ultimate Web Marketing Tool

  By Gil Weinreich, AdvisorOne  |  February 22, 2013

  While meeting Wikipedia's editorial standards can be challenging, the market advantage a page might convey for an advisor is hard to argue with.

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  Apple CEO: Shareholder Suit a ‘Silly Sideshow’

  By Peter Svensson  |  February 12, 2013

  Apple CEO Tim Cook is calling a shareholder lawsuit against the company a "silly sideshow," even as he said he was open to looking at the shareholder's proposals for sharing more cash with investors.

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  Top 10 Mega-Wealthy Donors in 2012

  By Michael S. Fischer  |  February 11, 2013

  The donors on The Chronicle of Philanthropy’s 2013 Philanthropy 50 committed a total of $7.4 billion to charity in 2012. Three of the top five philanthropists were couples under 40.

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  5 Must-Have ETFs for Today’s Market

  By Ronald Delegge, ETFguide.com  |  February 3, 2013

  As investors look for ways to address inflation concerns and diversify, these ETFs hold distinct advantages.

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  Condoleezza Rice: Russia Really Just a Large Oil, Gas Syndicate

  By John Sullivan, AdvisorOne  |  January 31, 2013

  Former Secretary of State Condoleezza Rice received a warm welcome from a receptive audience at TD Ameritrade Institutional’s annual conference.

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  The Middle Class Is Leaving the (Stock) Market

  By Alexei Bayer  |  January 23, 2013

  Many measures show that previously middle class families are jumping off the upward mobility ladder. The danger for advisors: they're shunning stocks.