Portfolio

Lipper has revised its weekly municipal bond fund flows lower for the week ending Nov. 21 after an error with Goldman Sachs led the company to report higher flows.

Investor confidence remained weak in November, with an unchanged Global Investor Index reading of 81.2, according to the State Street Investor Confidence Index released Tuesday.

The Nationwide Funds Group is taking two tacks to drive growth of assets.

Snowden Capital Advisors has added two advisor teams, the DiCiaccio Group and the LaMothe-Gonzalez Group.

Direxion has merged its websites for Direxion Funds and Direxion Shares to give its advisors and investors a one-stop online shopping destination.

Sure, investors still feel nervous, companies are hesitating to spend cash, and all attention is on fixed income and bond funds.

Loomis, Sayles & Company has added Peter Frick as an emerging markets debt portfolio manager alongside co-managers Edgardo Sternberg and Dave Rolley.

Symmetry Partners, a registered investment advisory based in Glastonbury, Conn., announced the release of a new mobile application for its financial advisor clients on Tuesday.

Bond investors holding significant amounts of U.S. treasuries and other high-quality credit should consider diversifying to less interest-rate-sensitive securities.

New research from Cerulli Associates finds that passive mutual fund assets have increased 95% since 2008, jumping from $572 billion in 2008 to $1.1 trillion through the first half of this year.