Portfolio

Two of Vanguard largest funds: Vanguard Total International Stock Index Fund (VGTSX) and Vanguard Total Stock Market Index Fund (VTSMX) representing $343 billion in aggregate assets will begin tracking indexes of FTSE and the University of Chicago’s Center for Research in Security Prices (CRSP) on June 3.

Running your own RIA is difficult, but starting a new business is even more difficult. Dave Grant takes us on his journey.

So called “value-add” programs and tools from vendors are getting the attention of financial advisors and influencing their behavior, according to a new study, but still leave much to be desired.

The platform will provide Dynasty’s advisors with a turnkey solution for writing fixed life insurance, annuity, disability, and long-term care contracts.

Henderson Global Investors' foray into the US market began at an inopportune time: It launched its first three funds on August 31, 2001, days before the September 11 attacks.

Issuance numbers for long-term municipal bonds in May continued to underwhelm market expectations, decreasing 28% for the month.

Four iShares exchange-traded funds have new CUSIP numbers for “operational reasons,” according to BlackRock.

Rye, NY-based Teton Advisors has launched the TETON Westwood Mid-Cap Equity Fund (WMCEX) to bet on undervalued companies with market capitalizations between $1 billion to $20 billion.

An investment can have many good entry points but just one good exit. You don't want to leave a party early, but you also don't want to overstay your welcome.

Higher capital gains and portability call for new strategies for trust assets.