Portfolio

Exchange-traded funds saw inflows of $15.6 billion in November to bring year-to-date inflows to $154.0 billion, putting them on track to match or exceed 2008’s record-setting inflows, according to data from Morningstar.

Financial advisors and investors now see value of investing in managed futures, particularly in times of market stress.

Financial advisors and investors now see value of investing in managed futures, particularly in times of market stress.

Looks like eight Tennessee-based mutual fund directors bent the rules too far.

Starting Dec. 31, U.K. advisors will be required to make changes in their practice based on new regulations. These rules, which deal with the advice given and the way advisors charge, have not been implemented in the U.S. yet, but leading advisors should consider applying the changes to their own businesses.

Exchange-traded funds saw inflows of $15.6 billion in November bring year-to-date inflows to $154.0 billion, putting them on track to match or exceed 2008’s record-setting inflows of $168.3 billion, according to data from Morningstar.

Baird's director of estate planning reminds clients that just because they can make large tax-free gifts this year, doesn’t mean they should.

PIMCO's scored a patent.

It looks like Carlyle Group's planned acquisition of TCW Group from Societe Generale will not be sidetracked by an arbitration case filed by former TCW unit, EIG Global Energy Partners, had sought to block the sale.

Mutual funds may have tough times ahead, in remaining the investment of choice for a new generation of Americans. Their bread and butter: Older investors. Their weak spot: Investors under 35.