Portfolio

If you want to avoid personal liability in, for instance, properly valuing the assets in funds you manage, involve other persons in the process is the “simple answer,’’ legal analysts say.

Long-term mutual funds experienced inflows of $7.04 billion for the week ended Wednesday, October 10, according to the Investment Company Institute.

EGShares, the ETF arm of Emerging Global Advisors, launched a new emerging market ETF that—in a twist—will track an investment index rather than a benchmark index.

Investors have self-insured themselves well for a repeat of 2008, said the chief economist of Oppenheimer. But they're not ready for 2013.

A team of six financial advisors have left Prudential to form Capstone Affluent Strategies, an independent wealth manager that has partnered with LPL Financial.

NICSA Wednesday presented Jan Clifford, former president of the MFS Service Center, with its Lifetime Achievement Award, at its general membership meeting in Boston.

Kansas City, Mo.-based Scout Investments has launched the Scout Emerging Markets Fund (SEMFX), becoming one of the latest new funds seeking to capitalize on growing investor interest in emerging market plays.

Vanguard is offering investors a way to hedge against future inflation with today’s launch of the Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP), in four share classes, including ETF Shares.

As exchange-traded funds become more popular with advisors and clients, allocations to ETFs in fee-based portfolios are quickly increasing, according to a Cerulli report.

For bank advisors looking to advance their careers, there’s no better news than a promotion or a new job offer. Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.