Portfolio

Building a well-diversified portfolio requires some "real assets," which has some advisors examining investing in unique global commodities.

Most clients enter a financial planner’s office with high expectations so it’s important to discuss their views on risk at an early stage in the relationship.

Investment Company Institute chief public communications officer Mike McNamee is speaking out in anticipation of the Securities and Exchange Commission hearing on money market fund reform.

API Funds is focusing on building advisor tools with a new alliance.

The current run up in equities is indeed producing passionate arguments for both approaches, with advisors, managers and commentators from across the financial spectrum weighing in.

This was one initial public offering that Nasdaq executives sure didn’t “like”.

Mutual funds attracted $7.97 billion for the week ended Wednesday, May 22, according to data from the Investment Company Institute.

Mutual funds attracted estimated inflows of $7.97 billion for the week ended Wednesday, May 22, according to data from the Investment Company.

Decision making is a major part of financial planning and the more advisors understand it, the better off clients will be.

Robeco Investment Management has named Kerry James as head of institutional distribution, effective June 1.