Portfolio

Lynette DeWitt, former Research Director - Financial Product Development, Marketing, & Distribution, at Boston Financial Data Services, has left the firm.

After working under one of the most successful advisors in the financial planning industry, Matthew Halloran took time, studied, read, and reviewed all of the top financial advisors he worked with over the years and found ten things are the keys to being a top advisor.

For a startup firm, attracting $150 million in assets under management within nine months is impressive. The entire story, though, of PWM Advisory Group goes back more than a decade.

After rallying 16% this year, the S&P 500 Index closed last year at its highest point since 2007, as investors celebrated news that central bankers were riding to the world's rescue with yet more stimulus. But is it too far too fast?

Traditional mutual funds may have recovered the ground they lost in the market turmoil of 2008, but even so, investors are not convinced that active management gives the best bang for their buck.

The U.S. Department of Labor's new regulations on 401(k) fee disclosures will serve as a wake-up call to plan sponsors and participants alike, once they stop hitting the snooze alarm, that is.

The husband and wife team had lots of experience. They had worked at large mutual fund shops, then struck out on their own .They got to $20 million in assets, mostly from friends and family. Then, he died.

Global X Funds, the New York-based provider of exchange-traded funds is liquidating four funds next month.

Federated, which bought more than $4 billion in money fund assets from Fifth Third earlier this month, has folded some $929 million in assets of Performance Funds Trust into its portfolio.

Federated Investors is on a roll.