Portfolio

Does religion play a key part in the way investors and managers place bets on their mutual funds?

Boston Trust Investment Management has selected BHIL Distributors, Inc., the affiliated broker-dealer of Beacon Hill Fund Services, to provide principal underwriter and distribution services to The Boston Trust & Walden Funds.

The Internal Revenue Service's list of the most common errors it sees from taxpayers and paid preparers on tax returns is a sobering reminder that nobody is perfect. Here's what the IRS had to do to fix the most prevalent mistakes.

William "Bill" Scriba, a former T. Rowe Price treasurer and vice president, died on Aug. 28 at his residence in an assisted-living community in Sunnyvale, Calif., of undetermined causes, the Baltimore Sun reports.

Who would've thunk it?

Vincent Leon has joined 3D Asset Management as a National Sales Manager, responsible for overseeing the firm’s sales and marketing efforts to the wirehouse, RIA, retirement/DCIO and sub-advisory channels.

Many Wall Street experts think that the JOBS Act will fundamentally change the hedge fund industry. But will it lead to the consolidation of existing funds and the creation of others?

The ASTON/River Road Independent Value Fund is reopening to new investors starting Sept. 4.

More brokerage firms and RIAs move to shore up their wealth management platforms while trust companies languish. Bryn Mawr Trust has followed suit and reaped the rewards.

With a laid-back style and team spirit, Gonzalo Echevarria, a financial advisor with AMTrust Bank, finds a home and builds a community in the Sunshine State.