Portfolio

According to The Global Survey of Investment and Economic Expectations, fund managers are "more optimistic" about the prospect for equity returns. However, they continue to view world growth and medium-term government bonds with hesitation, as they still expect a sovereign debt default in the Eurozone and fear weak fiscal situations in the U.S., U.K. and Japan.

Last week was a busy one for both active and passive exchange-traded fund providers with five fund launches and one updated filing of an actively managed fund from a mutual fund stalwart.

Yes, mutual funds have been outshining exchange-traded funds, so far this year.

"Guarded optimism" is how a new survey from Towers Watson characterizes fund managers' views on investing in 2013.

Men and women 35 – 64 with income of $150,000 - $249,000 may represent the ripest sales opportunities for advisors, according to poll by Nationwide Financial.

Bill Gross’ bank account may be $2 million lighter but it’s going to a good cause.

Forward Management welcomes a macro strategist and portfolio manager to its investment team.

MIAMI - Does your CEO tweet?

The organization announced Tuesday that Linda Leitz, a fee-only planner based in Colorado Springs, Col., is set to become its chairwoman in September, and will serve as chair-elect until that time.

Rye Brook, NY-based IndexIQ is currently prepping a pair of index funds to add to its growing list of index exchange-traded funds.