Portfolio

Kathleen Gaffney, a member of Loomis, Sayles & Company’s multisector “full discretion” fixed income portfolio management team, has left the firm to join Eaton Vance as co-director of Investment Grade Fixed Income.

The rapid growth in exchange-traded funds is making the landscape a treacherous one for investors and advisors alike.

BlackRock Inc., the world’s largest exchange-traded fund provider, has an “edge” over State Street Corp. in buying Credit Suisse Group AG’s ETF business, according to Citigroup Inc. analysts.

Mitt Romney “has the momentum and nothing last night happened to change that,” said Charles Black, a Romney campaign advisor at the SIFMA annual meeting in New York.

Advisors all desire employees who know what you want even before you speak. While these type of people are typically a needle in a haystack, there are ways to optimize the staff you have already.

Wall Street may still be in love with complex financial instruments, but more and more investors are choosing a simpler, more prudent way to invest, and Steve Atkinson explain that that is why the assets under management with independent wealth advisors continues to grow.

The Investment Company Institute is touting its more user-friendly website, which includes a new overall look and improved navigation.

When it comes to revenue and expense management, the investment management industry is fragmented and in need of an overhaul, according to a recent survey of EMEA investment managers by Bonaire Software Solutions.

RiverNorth Capital Management has launched a new options/volatility mutual fund: the RiverNorth Dynamic Buy-Write Fund (RNBWX), which sells what the firm believes to be the “most attractive covered equity options”.

Sector ETFs have grown 49% at Charles Schwab over the past year—the firm’s fastest growing asset category, according to a 3Q ETF snapshot Schwab officials discussed on a conference call on Friday.