Portfolio

Fidelity Investments, the mutual- fund firm best known for its star stock pickers since it was started almost seven decades ago, named former bond manager Charles Morrison to run its asset-management unit.

The company reports asset and revenue growth but "regrettable" advisor attrition.

The world’s biggest bond dealers are showing almost no confidence in the best annual start for Treasuries since 2008.

Don't be fooled by its sparkle; gold is more risk than reward.

Moving ahead on priorities announced in January, the SEC says it will conduct examinations of a "significant percentage" of advisors that have not been examined since registering with the SEC.

Cambridge's Amy Webber says promotion is next step in complex internal succession plan.

Without viable succession plans, wealth managers are at risk of slowly drifting off into oblivion -- willing partners in their own firms' demise. It's negligent behavior, and anything but benign.

Mutual and exchange-traded funds are well-positioned for rising interest rates because most of their fixed income holdings are in short-term government bonds, according to Morningstar Inc.

Firm's partners say they wanted 'control of our destiny -- we wanted to own our own equity.'

Gold held losses after a two-day drop on expectations that the Federal Reserve will continue to taper stimulus in the U.S. and as holdings in the largest exchange-traded fund shrank by the most in two months.