Portfolio

Veteran portfolio manager Jeffrey Knight, who recently left Putnam Investments, has turned up at Columbia Management as Head of Global Asset Allocation.

Karl Dasher, Head of Fixed Income at Schroders, will inherit the role of chief executive officer, North America on July 1, 2013 from Jamie Dorrien-Smith, who will retire from the firm.

The Net Asset Value of … Stocks

With the rise of omnibus accounting, the details of trades and positions can get buried. The ‘next frontier’: Determining how much to disclose to funds and their boards and how to disclose it.

Who's got the best mutual fund family of 2012?

Fund distributors are seeing the ‘best flows in years,’’ according to Sandy Motusesky, director of investment solutions at Pershing.

Forward Management has added two investment analysts to their global healthcare investment team. 

As RIA firms grow and attract larger customers, $2 million in client AUM is the cut-off above which pricing rises favorably for RIAs, according to a new study.

Vanguard Group’s chief executive, Bill McNabb, twice has taken to the keyboard to respond to customers on Twitter and Facebook.

You can train people in your organization to think about you in the way you want, if you define yourself in three adjectives and consistently back it up, said Carla Harris of Morgan Stanley Investment Management at NICSAyou can train people to think about you the wayyou want people to think about you.