Portfolio

WisdomTree Investments has dodged a legal bullet.

Retirement accounts and contributions are growing bigger, according to Fidelity Investments.

Nottingham, an investment administration firm providing turnkey accounting and portfolio record keeping services for hedge funds and mutual funds, has added 10 r new mutual funds from three fund families to its platform.

Broadridge Financial Solutions has made two executive appointments to fill out its management team.

Total estimated outflows from long-term mutual funds were $488 million for the week ended Wednesday, October 31, according to data from the Investment Company Institute.

If there is a constant in the investment advisory landscape, it’s change. And few things are changing faster than the independent sphere.

With Obama in office for a second term, the markets are likely to do well, the fiscal cliff will probably be resolved and Dodd-Frank and Obama's healthcare legislation are here to stay, said current and former MFS investment experts during the firm’s post-election webcast for financial advisors.

Liberty Street Advisors has launched the Capital Innovations Global Agri, Timber and Infrastructure Fund (INNAX, INNCX, INNNX), to bet on global stocks in agribusiness, timber and infrastructure.

Evercore Partners Inc., the advisory firm founded by Roger Altman, agreed to purchase Mt. Eden Investment Advisors LLC, a San Francisco-based wealth manager with $645 million in client assets.

Heading into 2013, check out some topical tax management strategies from Envestnet.