Portfolio

If there was a theme to the opening sessions of the Bank Insurance & Securities Association’s annual conference in Florida on Sunday, it could be characterized as moderation.

What's worse than battling with a loved one over money? Watching another couple argue about money ... right in your conference room.

We know it's there, but in many cases the extent and complexity of manual pricing can be significantly under estimated.

Forbes has compiled its list of the world's billionaires and a few mutual fund executives have made the cut.

Investors injected roughly $10.8 billion into mutual funds and exchange-traded funds (ETFs) for the week.

The debate rages on among fund managers regarding the merits of active versus passive management, especially in light of the growing buzz for low-fee passive funds.

San Francisco-based Shelton Capital Management is launching a “green” fund that will bet on companies that “are leaders in managing environmental risks.”

The dually registered and registered investment advisor channels were the fastest-growing for assets under management from 2010 to 2011, Cerulli Associates reported today -- but the two are still dwarfed by assets in the wirehouse channel.

U.S. exchange-traded fund assets totaled $1.41 trillion as of Feb. 28– up 5.1% year-to-date, according to State Street Global Advisor’s latest ETF Snapshot.

Expect improvements in kasina's productivity benchmarking and advisor insights services with the hire of a new product manager.