Portfolio

Investing in a fund holding mining stocks is not the same as investing in a bullion fund. Advisors should know which mining companies are included in precious metals funds, and where they operate.

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.

Chalk this one up to bad PR.

Arrow Funds has hired an ex-Direxion exec as its new national sales director. John Cadigan joins the firm in the title role.

Total money market mutual fund assets increased by $19.53 billion to $2.601 trillion for the week ended Wednesday, May 22, according to the Investment Company Institute.

Investors continue to pour dollars into 40 Act products, looking for returns outside of U.S. borders and income from taxable fixed income funds.

The Board of Trustees of the Tatro Tactical Appreciation Fund (TCTNX), a series of the Northern Lights Fund Trust, has decided to shut down the fund “in the best interests of its shareholders,” according to a filing.

Flows into municipal bond mutual funds scraped and clawed into positive territory the week of May 22, at $63 million.

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

As investors seek greater global exposure, advisors must be aware of the impact of currency fluctuations on the underlying investment as well as the overall health of the client’s portfolio.