Danielle Reed

PIMCO is continuing to build out its active equities platform with the launch of two new funds: the Dividend and Income Builder fund and the EqS Dividend fund.

When it comes to bond funds — or any mutual funds — past performance is not the best way to analyze them. Instead, S&P Capital IQ analyst Todd Rosenbluth suggests investors should consider the credit risk of the underlying bonds, as well as a fund’s duration.

William Polk Carey, founder of investment management firm W.P. Carey & Co., died on Jan. 2 at age 81, the company announced.

How a tiny, focused portfolio can outperform funds' benchmark indexes over time.

With Ladenburg Thalmann the latest firm to offer subsidized Financial Services Institute memberships to its advisors, FSI’s membership ranks have grown to more than 33,000 advisors.

U.S. Pensions’ funded status dropped 12.7 percentage points over the full year 2011 to 72.4%, thanks to a sharp increase in liabilities that outpaced any rise in plan assets, according to BNY Mellon.

Granite Investment Advisors is set to launch its first retail mutual fund this week, the Granite Value Fund.

Three mutual funds that might do well next year all have one thing in common: they weren’t chosen because they were the absolute top performers in 2011. Instead, they were chosen on the basis of diversification, strong performance, level of risk and cost basis.

Modera Wealth Management has hired a former academic, CEO and credit union industry executive to join its ranks.

There are plenty of ETF choices out there for investors. Some might make more sense than others, according to S&P Capital IQ.

Retail sales are likely to rise this holiday season over last year — and that could mean a boost for some retail-oriented mutual funds.

The population may be aging, but that hasn’t gotten a lot of Americans to plan for retirement. About 71% of Americans lack a formal investment plan to help them reach their retirement goals, according to one study.

The Financial Services Institute has appointed the CEO of a large broker-dealer holding company to its 2012 Board of Directors.

Investment management firm Matthews it will re-open two of its funds to new investors. The Matthews Asian Growth and Income and the Matthews Asia Small Companies funds will both reopen on Jan. 4, 2012.

For once, it’s the whippersnappers who are behaving more wisely. At least when it comes to saving, Generation X and Generation Y workers are more diligent than their peers.

Most couples disagree on a lot of important points when it comes to retirement planning. That lack of agreement can translate into lost financial planning business, making it important for advisors to get couples to work together, according to Fidelity Investments.

Invesco has launched the Invesco Premium Income Fund, aimed at investors looking for current income streams, the investment management firm announced. The strategy is designed “to provide protection during periods of economic stress” while still meeting income goals, the firm said in a statement.

Advisors agree almost unanimously that volatility will be a force to reckon with in the next two years, but 38% are not using managed volatility strategies in client portfolios, according to an SEI poll of 200 financial advisors.

More than 80% of investment advisors would prefer to pay user fees to fund greater SEC oversight than to be overseen by a self-regulatory organization, a major new study found.

Before the Department of Labor rewrites its proposal to redefine fiduciary responsibility — a new proposal is expected in the first half of 2012 — there are three changes SIFMA would like to see in the rulemaking process.