Portfolio

On July 9, 2012, Executive Briefs

On July 9, 2012, Fund managers and financial advisors are looking to the cloud to reduce costs, enhance performance, and improve accessibility.

On July 6, 2012, Money Management Executive recently spoke to Jim Jessee, president at MFS Fund Distributors, Inc., the distribution arm of the firm's U.S. fund business, and co-Head, Global Distribution, about the firm's "Building Better Insights" branding initiative and other trends he sees within and outside of the firm.

On July 6, 2012, With interest rates near zero, housing prices in a six-year decline and the Federal Reserve seemingly running out of options to stimulate the nation's fiscal condition, what if you burn houses down?

On July 6, 2012, BlackRock, Inc. has entered into a definitive agreement to acquire Swiss Re Private Equity Partners AG (SRPEP), which is the European private equity and infrastructure fund of funds franchise of Swiss Re.

Here are five tips to help financial advisors make optimal use of their time during their first sit-downs with retirement plan participants.

When advising clients, advisors normally operate with the "family first" mentality. But what about social responsibility and charitable giving? In a Scorpio Partnership and Kaiser Partner special report on wealth and social responsibility of 250 multi-millionaires with an average wealth of $3.5 million, findings show the majority of clients want to do more to be effective, responsible wealth creators.

The Board of Trustees of the JPMorgan Asia Equity Fund has approved the liquidation of the fund, effective July 20, according to an SEC filing.

The holiday week slowed the tax-exempt market down to a crawl, but investors still invested in municipal bond mutual funds. Those funds that report their flows weekly saw $317 million of inflows for the week ended July 4.

The Dow Jones Industrial Average fell 47.15 points Thursday to end at 12,896.67 while the S&P 500 shed 6.44 points to finish at 1,367.58.