Portfolio

Denver-based GaveKal Capital renamed its fund company the GaveKal Knowledge Leaders Fund.

Vanguard Funds' Chief Investment Officer George "Gus" Sauter is finishing up a quarter century with the giant investment company.

CharlesSchwab is letting its pricing do the talking in selling exchange-traded funds.

David Rubenstein, co-founder of the buyout firm Carlyle Group LP, said ordinary savers may someday be able to invest with firms like his, a business that so far has been limited to wealthy individuals and institutions.

Two suspects, Jay Jeffrey Nieto and Wilmer Cadiz, were arrested after a tip led investigators to the $10 million booty stolen from the home of Jeffrey Gundlach, chief executive officer of DoubleLine Capital, the Los Angeles Times reports.

After 28 years in the Social Security Administration, Jack Butler, an advisor with HTLF Investment Services, takes his knowledge to the bank channel to educate clients on what they can expect from the program.

Increasing stability and high levels of per-capita growth in far-flung global economies have created investment opportunities for intrepid investors.

Hindsight isn't really 20/20 because there's a good chance one could misinterpret what happened. And if we connect the dots incorrectly and claim a pattern that isn't there, then we've gone through the pain without learning anything. And we're bound to repeat the same mistakes someday.

The search for global investments has become at once more far-reaching and fundamental. Expanding the search geographically can glean opportunities in essentials like food, water and energy. Population growth and higher labor costs also play a part in global investing. But be warned: Your clients will need nerves of steel.

As the global markets limp slowly toward stability, the natural resources sector will be an area of opportunity for clients.