Portfolio

The Vanguard Group is doing its part in bringing down the national unemployment rate.

Fidelity Investments is taking inspiration from sale season.

Billionaire investors Warren Buffett and George Soros are calling on Congress to increase the estate tax as lawmakers near a decision on tax policies that expire Dec. 31.

Huntington Asset Services is looking to boost its sales team.

Mutual funds must identify themselves as legal entities involved in swaps and other financial transactions. But how to pay to register?

The end of the year is a time that is dominated by goal setting and making projections. While this is an important process for advisors and clients alike as they head into the New Year, many plan and set goals the wrong way.

Active exchange-traded fund purveyor AdvisorShares is launching the AdvisorShares Pring Turner Dow Jones Business Cycle (DBIZ) ETF on Dec. 19.

Gen Y clients may have high standards and a different way of doing business, but they may also very well become the clients who will sustain an advisor’s company. For one, these younger consumers have more capital invested in the stock market through retirement savings plans than any prior generation did at the same age, according to Vanguard Investment Counseling & Research Group.

Guinness Atkinson Asset Management has re-launched its mutual funds website, streamlining the presentation of its investor resources such as each fund’s investment philosophy and approach, investment management team, portfolio details and fund literature.

US ETF assets totaled $1.3 trillion as of November 30, 2012 – up 24.2% year-to-date, according to State Street Global Advisors’ latest ETF Snapshot.