Portfolio

Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards.

The world of communications in the mutual fund industry is rife with buzzwords and phrases. They come in and out of favor as funds and fund managers seek to gain competitive advantage by repositioning an asset class or investment strategy as "the next big thing."

Sure, investors still feel nervous, companies are hesitating to spend cash, and all attention is on fixed income and bond funds. But Neil Hennessy of Hennessy Funds insists equity mutual funds are the way to go.

Rep. Barney Frank, D-Mass. has introduced a bill that would merge the Securities and Exchange Commission and the Commodity Futures Trading Commission to form the Securities Derivatives Commission.

John Hancock Funds has had a solid 2012, but it's not about to let the good times stop rolling

American Century Investments has renamed its Inflation Protection Bond (APOIX) fund to Short Duration Inflation Protection Bond fund to better reflect the fund’s strategy.

Think you've got your target-date planning down pat? Think again.

Analytic Investors is welcoming back a familiar face. The firm has named George Matthews Head of Consultant Relations and Business Development.

Flexibility with rollovers, investments cited as key advantages of HSAs

Here it is, our annual list of the top advisors in the bank channel.