Portfolio

The tax-exempt market finished on a busier tone than it started as the Federal Open Market Committee's announcement on Quantitative Easing 3 spurred activity.

Advisors who stay stuck in their comfort zone may have a neat and tidy life, but, it will simply be a fraction of what it could be had they continued to evolve and max out their God-given lifetime capability. Best-selling author Steve Sanduski shares 9 ways advisors can continue to evolve and reap great benefits, both personally and professionally.

A managed futures stalwart is making its way into the mutual fund world via a trust.

ALPS Advisors this week revealed that it is teaming up with Goldman, Sachs & Co. to collaborate on exchange-traded products. ALPS will license Goldman Sachs’ proprietary indices, which will be used as benchmarks to create exchange traded funds.

Like beauty, "risk" is often in the eye of the beholder. What might seem "risky" to one person (such as traveling to an exotic destination) might be an exciting adventure for someone else.

SAN FRANCISCO-Mutual funds had no idea in 2008 of what to do in a major bear market, according to W.H.C. Bassetti.

Fund administrator Gemini Fund Services has new leadership in place, new headquarters in New York, and is making strides in the alternative mutual fund and exchange-traded fund arenas.

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

Two firms—Legg Mason (LM) and American Century Investments—both reported assets under management that showed assets growing, and in one case, reaching an all-time high.

Investment advisory firm Segal Rogerscasey has hired David Pappalardo as head of the firm's Advisors Solutions Group, a unit that provides access to Segal Rogerscasey’s institutional-quality research through financial intermediaries.