Portfolio

Global exchange-traded fund and exchange-traded product assets reached an all-time high of $1.9 trillion at the end of November 2012, according to figures from ETFGI’s monthly global ETF and ETP industry insights.

Americans 55 and older are far more likely to favor peace of mind over a high-reward/high-risk investment strategy.

A new report from mutual fund research firm Strategic Insight offers non-U.S. asset managers insights designed to help them enter the U.S. market and succeed.

For the week ended Nov. 28, investors pulled an estimated $481 million from U.S. equity funds, a fraction of the $7.5 billion withdrawn a week earlier and the smallest weekly outflow since mid-July.

Montage Investments has added Giralda Advisors and the Giralda Fund to its fund family.

Upon completion of the addition of two West Coast advisories by the end of 2012, hybrid RIA Washington Wealth Management will reach over $1 billion in recruited assets under management, representing a 900% increase since December 2011.

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.