Portfolio

The wealth management industry is poised to become more concentrated and consolidated, or is it?

With tax season having passed, muni industry watchers anticipate the outflows to fade soon and interest beyond the front end of the yield curve to rise.

Even when the long-term market trend is defined by falling inflation-adjusted prices, despite short-term ups and downs, there may be opportunities to root out profits.

The Securities and Exchange Commission's new leader, Mary Jo White, will bring her years of experience as a federal litigator before the fund industry this week as its members try to judge whether she will propose reforms that could cripple the marketplace.

Oppenheimer Funds is set to roll out a new look on May 1. The new imaging reveals a modernized retail brand, which will continue to be known as OppenheimerFunds, and a new institutional brand, OFI Global Asset Management.

iShares has registered a U.S. equities factor-based ETF called the MSCI USA Quality Factor ETF. The fund will add to the company’s lineup of factor-based ETFs that track MSCI Indexes rolled out earlier this month.

46% of investors chose the U.S. as the country they believed offered the best potential for asset price growth over the next 12 months. Only 42% chose China.

Invesco has made some changes to the portfolio management teams of Invesco Dynamic Credit Opportunities Fund (VTA) and Invesco Senior Income Trust (VVR).

Registered investment advisor assets continue to ascend rapidly, according to Cerulli Associates.

Nasdaq OMX Group said it expects the re-launch of its PSX exchange as an exchange-traded fund marketplace to take place in May.