Portfolio

Investors withdrew money last month from Vanguard Group's emerging markets exchange-traded fund, the industry's largest, after the firm said it would replace the fund's index.

Yet another private equity giant shop is looking to make it even bigger in the mutual fund space. Money Management Executive previously reported on KKR & Co.’s ’40 Act initiative in July.

Fidelity Investments is dipping its toes into hedge fund waters via a multi-manager mutual fund launched in partnership with hedge fund shop Arden Asset Management.

Expect reinforcements to Sentinel Investments' defined contribution team.

Getting introductions from current clients is the most important way to generate new clients, but too many advisors do not regularly reach out to their clients to ask for these crucial introductions. How can you make it happen.

My favorite lobbying move of the year came in early May, in, of course, Washington, D.C.

Some planners offer all of their clients concierge services, while others help only top clients with special projects. No matter the details, concierge services help advisors strengthen existing client relationships and attract new ones.

The holidays have been good for money market funds.

Five years ago, only about 15% of new clients came in over the transom, says the chief executive of one leading RIA. Today, that number has grown to 25% to 35% -- with many of those prospects specifically looking for independent advice.

Municipal bond mutual funds recorded their fifth straight week of inflows, and their 62nd week of positive flows in the past 66 weeks.