Portfolio

BlackRock remains the behemoth in ETF/ETP assets under management, with a global market share of over 38% and a U.S. market share of more than 40%.

Investors poured $7.2 billion into bond funds last week, while pulling $3.6 billion from funds that invest in U.S. stocks.

Advisors who move aggressively into fee-based business end up doing much better than their transaction-based colleagues, with more assets, a higher return on those assets and more revenues, according to a new report.

Victory Capital Management has selected Citi Transaction Services for a range of middle office outsourced services.

Newfleet Asset Management has named Frank Ossino a senior portfolio manager of the Virtus Senior Floating Rate Fund.

RIA in a Box's registration maintenance service focuses on turning down an RIA's panic level from surprise regulatory visits.

U.S. bond fund investors have been more reliant on government bonds and corporates than their European counterparts but that will change if rates stay low.

JonesTrading Institutional JonesTrading to Acquire Conifer SecuritiesServices said it signed a letter of intent to acquire Conifer Securities from the Conifer Group.

Equity fund investors appear to be exiting from mutual funds and investing in ETFs instead. The ICI reported net redemptions of $64.673 billion for U.S. equity funds and $42.887 billion for all equity funds for the year to date.

Standard & Poor's downgrade of the United States government a year ago has had a wide but shallow impact on municipal bonds.