Portfolio

Vanguard Group Inc., the world’s largest mutual-fund company, said only a minority of high- frequency traders may be hurting other investors.

World's largest mutual fund company pulled in more than 90% of the more than $15 billion that investors poured into U.S.-listed ETFs in Q1, adding to fears that Vanguard is becoming a near monopoly.

Integrating online and in-person advisor experiences to keep up with the competition will be a critical priority for wealth managers, according to the report.

Interest in alternatives is rising among investors as they look to manage volatility in their portfolios - and advisor education is critical to meeting that tidal wave of demand.

The Treasury Department and the IRS said they will treat 19 countries that have reached agreements with the U.S. on the FATCA as having those agreements in effect until the end of 2014.

Transamerica Financial Advisors, one of the nation's largest independent broker-dealers, is reimbursing more than 2,300 accounts in a settlement with the SEC after being charged by the regulator with improperly calculating advisory fees and overcharging clients.

Of the 296 funds that picked up Lipper U.S. Fund Awards this year, only nine were peer-group winners for all of the eligible time periods. See the list here.

'People don't understand it, but it sounds bad,' says one advisor. Here are a few ways to frame the conversation.

Pimco's Bill Gross recommends staying in bonds maturing in five years and less even after comments last month from Federal Reserve Chair Janet Yellen sent shorter-maturity yields surging.

The U.S. Securities and Exchange Commission’s authority to regulate mutual funds is being undercut by a panel of regulators assigned to examine threats to the broader economy, Commissioner Luis A. Aguilar said today.