Portfolio

As clients get into the holiday spirit, too many are not making smart decisions about the gifts they purchase. Many clients see gift-giving as a chore, and as a result, are hasty in making purchases. While this may be natural in a task-oriented society, clients should consider transforming their giving from just stuff – opened today, forgotten tomorrow – to gifts that benefit the recipients and themselves long after the tinsel and bows have been swept away.

Morningstar today reported that stock mutual funds shed another $14.1 billion in November and are on pace to surpass 2008’s record outflow of $96.7 billion.

Arden Asset Management has expanded its offerings of customized hedge fund solutions.

Putnam Investments has created a new, dedicated Defined Contribution Investment-Only website to further bolster its DCIO business.

AdvisorShares today officially announced that the Pring Turner Business Cycle ETF will open for trading on Wednesday, December 19.

BlackRock is putting the "i" into iShares.

For several months hedge funds have been accused of luring top talent away from banks and other financial institutions. This is partially due to the fact that banks are not what they used to be; the salary, stability and bonus packages have greatly decreased. Hedge funds have been more than welcome to fill the void.

The good news for the merger and acquisitions market in 2012? Corporate profit margins have soared.

Fiscal cliff? What fiscal cliff?

The fiscal cliff negotiations have brought taxes to the forefront of people's minds. What does it all mean for municipal bonds as an asset class?