Portfolio

Thinking of integrating video into your website? Or maybe you're curious about starting a YouTube channel? Or maybe the idea of foraying into video makes you terrified. Whatever your stance, video is undoubtedly becoming a popular trend among advisors. It's a trend that is helping advisors communicate with clients in new ways, while expanding their reach to prospects.

kasina has released its list of Online Leaders in Asset Management, and two firms from Beantown have come out on top as the choice du jour for advisors.

The three practices, which have a combined $673 million in assets under management, are now among the more than 540 practices nationally with the independent brokerage arm of Wells Fargo & Co.

Nationwide Funds has launched a new inflation-protected mutual fund, the Nationwide Inflation-Protected Securities Fund (NIFAX/NIFIX), which will primarily bets on U.S. Treasury-issued Inflation Protected Securities.

Investors poured $26.4 billion into taxable-bond funds and another $5.6 billion into municipal-bond funds last month, according to data from Morningstar.

ING U.S., the holding company for ING U.S.'s core Retirement, Investment Management and Insurance businesses, has expanded the roles and responsibilities for some members of its executive team.

When 2008 began, a record $12.0 trillion was held in mutual funds by individuals and institutions. Then came the credit crisis, which erupted exactly four years ago. By the end of 2008, holdings in mutual funds were down to $9.6 trillion, a drop of 20.0%.

The threat that federal subsidy payments for Build America Bonds could be slashed under the sequestration process after administration officials assured issuers those payments were safe could permanently sour the muni market on BABs and other direct pay bonds, market participants said Monday.

When 2008 began, a record $12.0 trillion was held in mutual funds by individuals and institutions.

The Board of Directors of the Valley Forge Fund last month terminated the fund’s investment advisory agreement with Valley Forge Management Corporation, effective as of October 31.