Portfolio

It took four years of dreaming, and nine months of late nights and hard planning, but now it’s real. Dave Grant is running his own RIA and he's taking us along for the journey.

Advisors are expected to up the exchange traded fund allocations in their clients’ portfolios in 2013, according to Cerulli's Exchange Traded Fund Markets 2013 report.

Vanguard today reports that expense ratios have dropped for several of its mutual funds and the Dividend Appreciation ETF.

As new issuance of municipal bonds has been muted and interest rate risk remains low, the fees that bankers are paid to underwrite deals has been steadily declining.

Vanguard has swapped indexes for a $15.7 billion fund. The Vanguard Tax-Managed International Fund traded the MSCI EAFE Index for the FTSE Developed ex North America Index, effective today.

The secrets proxy statements can tell you.

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

The Board of Trustees of Touchstone Funds Group Trust has decided to appoint Forum Securities Limited as sub-advisor to the Touchstone Global Real Estate Fund (TGACX), replacing current interim sub-advisor Russell Implementation Services, a subsidiary of Russell Investment, effective May 24.

Fresh off of its announced partnership with a Chinese venture capital shop, Philadelphia-based VTL Associates is looking to add two exchange-traded funds to its roster: RevenueShares Emerging Market Fund and RevenueShares Ultra Dividend Fund.

Vanguard today reports that expense ratios have dropped for several of its mutual funds and the Dividend Appreciation ETF.