Portfolio

The most successful advisors intentionally create a brand that is distinct, stands for something, and creates an emotional connection with clients.

Pacific Investment Management Co., the world’s largest active bond manager, plans to open a fixed- income fund today that will allocate money across a range of emerging-market debt, according to a person briefed on the plan.

Hedge fund assets worldwide may increase 11% to $2.5 trillion by year-end, according to the survey by the Germany’s largest bank.

The IRS has issued a warning to taxpayers who receive emails claiming to be from the agency.

Money market mutual fund assets continued its steady decline the week ended Feb. 20.

Mutual funds overall continued to enjoy flows the week ended Feb. 20, reported Jeff Tjornehoj of Lipper.

Vanguard has made five key investment management appointments as part of what it says is its long-standing practice of periodically rotating members of its investment management teams to broaden their experience and provide them with new responsibilities.

After the municipal market struggled to get through a heavy new-issue calendar last week, another slate of sizable new deals will test the market this week, anchored by a $1.3 billion California higher education deal.

Clients who hold valuable land may receive generous tax breaks in return for a conservation easement, but the IRS has made an effort to keep the tax breaks from becoming too generous.

Vanguard has made five key investment management appointments as part of what it says is its long-standing practice of periodically rotating members of its investment management teams to broaden their experience and provide them with new responsibilities.