Portfolio

It turns out that Jasen Snelling, the Cincinnati man who was sentenced Tuesday to 131 months in prison for running a Ponzi scheme, also ran a ‘successful” mutual fund back in the day.

This week, four funds earned Morningstar’s highest Gold ratings.

Strict new reporting rules on global assets and earnings is prompting blowback from financial institutions.

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Almost seven in 10 mass-affluent couples (69%) discuss their finances at least a few times a month. That’s more than what many spend talking about other topics, such as the election, work, sex, and even their kids.

The Mutual Fund Education Alliance yesterday unveiled the winners of the 2012 STAR Awards for excellence in mutual fund marketing and communications at the Fairmont Chicago Millennium Park.

3D Asset Management today officially unveiled Vincent Leon as vice president and National Sales Manager overseeing all sales, marketing, and distribution for its Intermediary and Retirement channels.

T. Rowe Price Group finished the third quarter up with about $574.4 billion in assets under management, marking a $32.7 billion increase over the period.

Mutual funds saw inflows of $7.95 billion for the week ended Wednesday, October 17, according to the Investment Company Institute.

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