Portfolio

MidAtlantic Trust Company said it had resolved record-keeping problems that have kept exchange-traded funds from being part of holdings in 401(k) and other retirement plans.

MidAtlantic Trust Company said it had resolved record-keeping problems that have kept exchange-traded funds from being part of holdings in 401(k) and other retirement plans.

Principal has filed to launch the Capital Securities Fund in Class S shares.

Daniel Needham has been appointed global chief investment officer for Morningstar Investment Management and managing director for Morningstar Investment Management Europe.

Principal Life Insurance Co. plans to roll out a variable annuity called Principal Lifetime Income SolutionsSM on Aug. 1.

As advisors work to diversify client portfolios, they may need to pay more attention to the percentage devoted to emerging market equities versus emerging market debt.

The active versus passive debate extends beyond the U.S. market to international investing as well, says advisor and Financial Planning contributor, Allan Roth.

When it comes to passive investing, there’s a better way than indexing, according to blogger Steve Atkinson.

Jeff Vinik, in a move that echoes his departure 17 years ago from the Fidelity Magellan Fund, is shutting his hedge fund after making ill-timed bets on gold and the direction of stocks.

Principal Life Insurance Co. plans to roll out a variable annuity called Principal Lifetime Income Solutions on Aug. 1.