Portfolio

Robert Doll has been named portfolio manager of Nuveen Santa Barbara Long/Short Equity Fund, according to a regulatory filing.

The Depository Trust & Clearing Corporation has added new capabilities to one of its payment systems.

Time for a role call at BlackRock, which announced changes to its executive ranks today.

How many people would jump at the chance to trade places with 15-year-old twins who stand to inherit one billion dollars in six years? Andy and Danielle Mayoras warn: be careful what you wish for.

Starts Proceed Investment Co., a Tokyo-based real estate investment trust, plans to acquire about 10 billion yen ($107 million) of apartments as early as May, the most since 2008.

Experts are banking on continued strong performance and cash flows from real estate investment trusts.

In January Financial Planning featured tips from industry experts on how to improve your practice. Now, advisors sound off with their own tips for colleagues and competitors.

How can you build a better advisory practice? Check out some tips from the experts.

Blue Bell, PA-based wealth management shop Persimmon Capital Management has launched its first mutual fund, Persimmon Long/Short Fund (LSEAX), a multi-advisor mutual fund that employs long/short equity strategies. The fund started trading with $25 million of assets under management.

The US mutual fund industry is set to surpass $15 trillion in assets in February (open- and closed-end funds, and including exchange-traded funds), according to data from Strategic Insight.