Portfolio

The company announced Thursday that Schwab Investment Management would be introducing six new ETFs, weighted by fundamental factors instead of by traditional market capitalization.

Finding ways to reach shareholders with an appropriate message and choosing the medium to do so consumes the resources of many a fund company. Firms need to communicate bad news to shareholders in a gentle manner, trumpet the good news and economize the delivery of mandated disclosure information.

When using hashtags for business and thought leadership purposes, there are three best practices to keep in mind.

Institutional investors' allocations to dollar-denominated bonds have dropped to the lowest level since 2007 as strategists at Morgan Stanley and JPMorgan Chase & Co. see a shift away from the debt that may fuel higher borrowing costs.

First came the big airline mergers. Now two Dallas RIAs that focus on airline pilots have combined as well.

Our attention spans are growing shorter and competing with multiple devices – often simultaneously. So in order to express an idea that gets noticed and shared, you need to trim your critical points into sound bites.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what independent advisors say about some of the most popular overseas retirement destinations among their clients.

State Street Corporation named Roger M. Stein chief analytics officer for State Street Global Exchange.

Bank of America Corp.’s traders fought off efforts by the firm in 2007 to include risky Alt-A mortgages in a securitization. That wasn’t enough to spare investors from being cheated, according to th

For the third year in a row, Financial Planning and the Foundation for Financial Planning jointly present the Pro Bono Awards to recognize both individual advisors and teams of planners who provide exceptional free planning help to those who could not afford it.