Portfolio

Recent tax changes mean that planners may have to rethink the ways they invest clients' assets.

Adhering to Shariah principles, Amana Growth is also attractive to many non-Muslims.

As carriers move to adjust risk, sales taper off after three straight years of growth.

Ex-Morgan Keegan Mutual Fund Directors to Settle SEC ClaimsEight former Morgan Keegan & Co. mutual-fund directors agreed to settle U.S. regulatory claims that they allowed assets backed by subprime mortgages to be overvalued as the housing market collapsed in 2007.

Total money market mutual fund assets increased by $3.68 billion to $2.629 trillion for the week ended Wednesday, March 27, according to the Investment Company Institute.

Mutual funds and exchange-traded funds, excluding money market funds, recorded net inflows of $4.5 billion for the week ended March 27, according to Lipper.

Today, mutual fund firms are not only facing heightened regulatory scrutiny, they are navigating a highly digital media world moving at breakneck speed. Combustion between the two can be devastating to a brand.

Manulife Asset Management has expanded its equity investing capabilities.

With a team approach focused on transparency and employee development, Truepoint continues to succeed not just on financial marks but also on the two metrics it tracks: client and employee satisfaction.

Advizent, the would-be marketing and branding consortium for independent advisors, closed down Thursday, one year after its ambitious launch by industry heavyweights Steve Lockshin and Charles Goldman.