Steve Garmhausen

The market crash was painful for investment firms and their clients, but it has been a boon for a boutique investment administration business in North Carolina.

Umpqua Bank wanted to offer trust services, but like many banks, it was wary of the expense of a major new initiative.

There are several reasons for the long-term performance success of Vanguard Group’s GNMA Fund Investor Shares, but one of the simplest is this: It doesn’t have high fees weighing down its returns.

DWS Investments has had a turbulent history. But its executives say the business is on course to notch its first year of positive net flows in several years.

The opportunity for smaller banks to position their wealth management businesses as alternatives to those of big, wounded banks and brokerage houses is quickly disappearing.

MFS Investment Management has historically been best known for its equity funds — but it’s the firm’s Municipal High-Income Fund (MMHYX) that stands out as a gem of consistency.

The guessing game that characterized 2010 centered around tax cuts from the Bush era, including the estate tax. The income tax cuts enacted under Bush had been slated to expire at the end of 2010, and the estate tax figured to rise as high as 55% at the beginning of 2011. What’s more, the uncertain fate of the generation-skipping transfer tax further muddied the waters.

It wants to double its assets under management, currently about $6 billion, over the next five years, according to Wietlisbach. Haverford is seeking to bolster its name recognition beyond the Philadelphia area through an advertising campaign and event sponsorship in cities such as Chicago, Boston, Dallas and Los Angeles.

PrimeVest Financial Services, Inc. has tapped into a substantial demand for third-party marketing services among banks and credit unions that want temporary solutions or want to limit their level of commitment.

A London-based pioneer in commodity exchange-traded funds has quickly made a splash in the United States, and plans to become a force here.

Franklin Templeton’s 2020 Vision campaign makes the case for investing in equities in the decade ahead.

With the U.S. Department of Labor poised to toughen rules for consultants and advisers to retirement plans, industry practices are under a new spotlight. Some like SEI may exit the business all together.

As it readies for a massive pruning of its mutual fund family, Columbia Management Investment Advisers is promising a stronger, more affordable lineup.

Many active fund managers get paid to predict where the market is headed—and to get there a step or two ahead of their rivals.But the management of Allianz Global Investors’ Global Investment Solutions Conservative Allocation mutual fund has shunned that approach, and in doing so achieved remarkable success.

Dan Martino, manager of the T. Rowe Price Media and Telecommunications Fund, has two big advantages over competing fund managers.

Glenmede Trust's office in New York has helped provide a quick asset boost in the wake of the market crash. The Philadelphia firm has added about $2 billion to its assets under management since the end of 2008, for a total of $18 billion.

With close to $2.16 billion of assets, the fixed-income fund can be managed in a nimble style — increasing and decreasing positions without moving the market to its detriment.

For the managers of the Thornburg International Value Fund, troubles across the Atlantic are just weak spots in what is, overall, a solid market for overseas investments.

First Federal Lakewood in Ohio is like a lot of banks these days: It wants more fee income but doesn't have a lot of extra capital to invest to get it.

Center State Bank of Florida in Winter Haven seems to have entered the correspondent banking business at the perfect time.