Portfolio

The Vanguard Group giveth and also taketh away. The firm last week slashed expense ratios for three funds while upping expenses for two others.

Chatham, NY-based Aviemore Asset Management is prepping a merger of its ETF Market Opportunity Fund, a fund of funds, into a new separate series of the Stadion Investment Trust.

For years, accountants have heard they should include financial services among their tax or accounting practice’s service offerings, but is that a realistic goal?

Milwaukee, WI-based Artisan Partners Asset Management today revealed in a regulatory filing that it expects the initial price of its Class A shares to be between $27 and $29.

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

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.