Portfolio

"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.

PIMCO is currentlly crossing the T’s and dotting the I’s on its latest offering, the PIMCO Mortgage Opportunities Fund.

Three ING funds are bidding their subadvisor, Tradewinds Global Investors, adieu.

Investor confidence dropped slightly in the third quarter of 2012, according to the John Hancock Investor Sentiment Index, released Wednesday by John Hancock Financial Services.