Portfolio

Alternative mutual funds are making their way into the market via mutual fund firms, hedge funds, private equity shops and now banks.

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.

Financial Planning unveils its annual list of the largest independent broker-dealers in June. As a sneak peek, here's a list of the 10 top IBDs including networks.

Financial Planning unveils its annual list of the largest independent broker-dealers in June. As a sneak peek, here's a list of the 10 top IBDs ranked by revenue growth - also including their overall industry position.

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

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.

U.S. Wealth Management, an independent network of wealth managers, has added two financial advisory practices to its platform, expanding its total recruited advisory and brokerage client assets.

T. Rowe Price is expanding its lineup of target-date funds.

Assets held in exchange-traded funds rose in April by $22.39 billion to $1.469 trillion, according to the Investment Company Institute.

Endurance Series Trust, a newly-formed multi-series trust, is launching its first mutual fund via Tampa-based Gator Capital Management, the fund’s advisor.