Portfolio

Today we say that to be a canary in a coal mine is to be a warning to others. I couldn’t imagine a more fitting analogy then to say Japan is the canary for the U.S. And, fellow coalminers, Japan has stopped chirping.

As financial planning becomes a more important element of advisors' practice, fee revenues are ticking up across the board. Click through to see which firms are capitalizing the most on this movement.

Santa Fe, N.M.-based Thornburg Investment Management, a $87 billion asset manager, has established an office in London, first overseas office opened by U.S.-based TIM.

In 2012, 36% of all participants in Vanguard retirement plans invested their assets in a professionally managed investment option, more than double that did so in 2007.

Athens, Ga.-based Stadion Money Management’s family of actively managed risk-based and target date retirement funds have found a new home on the Mid Atlantic Trust Company’s platform.

Prudential Real Estate Investors has added Michael Gallagher as a director and portfolio manager to its global real estate securities team.

When you launch your own RIA everything matters. Even the color pink.

ETF flows topped $17 billion in May with the large cap category leading the way taking in $5.4 billion in flows, according to State Street Global Advisors’ latest ETF Shapshot.

Beijing, China-Harvest Fund Management is taking a stab at the U.S. market with the launch of New York-based Harvest Krane, which will distribute China and Asia-focused mutual funds to institutional and retail investors in the U.S.

BTS Asset Management announced today the conversion of the BTS Tactical Fixed Income Fund (BTFAX, BTFCX) from a hedge fund to a 1940 Act mutual fund. The Tactical Fixed Income Fund.