Portfolio

All of a sudden, everyone wants to give the retail investor a break.

Asset managers are largely using social media to promote their brands, according to the latest research from Cerulli Associates.

Cornerstone Advisors has selected SEI to launch a series of multi-manager mutual funds through SEI's Advisors' Inner Circle (AIC) Fund series trust offering.

Municipal experts say 2012 turned out to be a banner year for municipal bonds — as both demand and mutual fund inflows were strong and the market hit record levels.

Cornerstone Advisors has selected SEI to launch a series of multi-manager mutual funds through SEI's Advisors' Inner Circle (AIC) Fund series trust offering.

State Street Global Advisors is prepping three new SPDR exchange-traded funds to launch early next year.

Regardless of gender, advisors are always looking for ways to find new clients, manage their pratice, improve their technology, meet special sets of client needs, and more. On Monday, more than 100 advisors descended on the Women Advisors Forum in Boston Monday to hear speakers from throughout the profession offer important advice. Check out six smart things we heard.

Asset managers are largely using social media to promote their brands, according to the latest research from Cerulli Associates.

Investors wanting in on one Eaton Vance Management fund better buy up now. 

The Board of Trustees of the Direxion Shares ETF Trust has decided to liquidate and shutter three exchange-traded funds because of their “inability to attract sufficient investment assets.”