Portfolio

With RIA balance sheets healthier, banks once again are taking an interest in RIAs, which are growing as much as 50% more rapidly than wirehouses.

BlackRock’s latest November 2012 ETP Landscape Report paints a rosy picture for exchange-traded products heading into the New Year.

Compass EMP Funds is moving its three multi-asset class funds to a new trust.

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

Huntington Bank has named Gregory Forbes as Senior Vice President for business development for Huntington Asset Services. Forbes will focus on expanding market share in servicing larger fund companies and institutional clients.

Cambiar Investors, LLC is giving investors early Christmas gifts this year.

The Litman Gregory Masters Smaller Companies Fund has made a roster change.

IndexIQ has announced today that it plans to close the IQ Emerging Markets Mid Cap ETF.

BlackRock’s latest November 2012 ETP Landscape Report paints a rosy picture for exchange-traded products heading into the New Year.

OppenheimerFunds today officially closed the book on its acquisition of SteelPath Capital Management and SteelPath Fund Advisors.