Portfolio

Discounted mutual fund investing platform provider SaveDaily is now offering open-end mutual fund and exchange-traded fund data from Morningstar.

Multi-manager shop Virtus Investment Partners has unveiled a new manager, Newfound Investments, which will expand Virtus' offerings to include rules-based strategies to manage a variety of asset classes.

Exchange-traded funds may be “here to stay” but the need for education continues, according to the 2012 ETF Investor Study by Charles Schwab.

"In five years," Brian Holmes of Los Angeles-based Signature Estate and Investment Advisors predicted, "I expect that we'll manage more than $5 billion, with revenues over $30 million."

A sign of confidence in the economy and charitable values, more than three-fourths expect to continue or increase giving by 2017.

SEC member Dan Gallagher said Thursday “we’re going to see’’ whether there is now a majority of commissioners ready to vote in favor of a floating net asset value for shares of money market mutual funds.

iShares has launched the first ETF to offer exposure to global AAA- and AA-rated government bonds.

Touchstone Investments has hired BNY Mellon as its accounting and administration, transfer agency and blue sky service provider for four additional Touchstone funds.

Before embarking on first or next dance with the regulators, Jennifer Woods Burke, President of CompliGuide provides her thoughts on the top 7 ways that firms sabotage themselves.

Investors have stepped up their flight from mutual funds that invest in stocks.