Portfolio

The CEO of United Capital plans a nationwide network of planners with a consistent look and feel.

Charitable lead annuity trusts have become even more attractive because of a recent U.S. Tax Court ruling.

The managers of the Brandywine Global Opportunities Bond Fund deal with low U.S. yields by looking all over the world.

Methodology

The annual FP50 finds growth moderating, as well as firms strategizing to retain and build market share

The picks that worked as markets raced higher may not be the best choices going forward. As you look ahead, consider these ideas.

Vanguard today launched the Vanguard Total International Bond Index Fund, which is available in Investor, Admiral, and Institutional shares.

New Orleans-based St. Denis J. Villere & Company is adding another mutual fund to its roster.

Azzad Asset Management is widening the distribution of one of its funds.

Mutual fund assets inched up by $179.6 billion, or 1.3%, to $13.856 trillion in April, according to data from the Investment Company Institute.