Portfolio

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.

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

WisdomTree is betting that its latest exchange-traded fund, WisdomTree China Dividend ex-Financials ETF (CHXF), will satisfy investors’ appetite for Chinese dividend-paying stocks outside of the financial sector.

No, not that Bush.

RBC Global Asset Management has added Tom Heflin and Christina Cryer to further drive the expansion of the firm’s distribution team.

Putnam Investments is looking help shorten the learning curve for advisors when it comes to social media.

INDIANAPOLIS-The husband and wife team had lots of experience. They had worked at large mutual fund shops, then struck out on their own.

Growth is essential to the advisory industry, but not all growth is good. Rather than letting growth take advantage of you, it is time to strive for sustainability.

The total assets held by money market mutual funds slipped to $2.568 trillion, falling by $10.3 billion, for the week ended Sept. 19, according to data from the Investment Company Institute.