Portfolio

Employees are willing and able to save more money for retirement through their workplace retirement plans. They just don’t know the best way to do it.

The Dow Jones Industrial Average moved up 103.16 points Wednesday to finish at 12,908.70 while the Nasdaq and S&P 500 tacked on 32.56 points and 9.11 points, respectively.

For the week ended July 11, bond funds took in $6.39 billion, the most of any fund category. Long-term equity funds, meanwhile, lost $1.47 billion in outflows.

On July 18, 2012, PIMCO has filed with the Securities and Exchange Commission to launch the PIMCO Mortgage Opportunities Fund.

BlackRock Inc.’s Laurence D. Fink, who heads the world’s largest asset manager, said his firm needs to capture a larger share of the deposits that are going into U.S. equity exchange-traded funds.

A new portfolio management strategy steers away from bonds and seeks to grow capital in non-traditional areas.

If a potential breakaway broker of a larger firm were to sit down and think of all the negative considerations in starting his own RIA firm, it would be hard to imagine that any sensible person would venture into that type of quagmire. However, with all these potential risks facing a prospective breakaway broker, there exists an opportunity for the established RIA firm.

OppenheimerFunds has signed an agreement to buy SteelPath Capital Management and SteelPath Fund Advisors, an energy infrastructure investments company focused on the Master Limited Partnership sector.

Want exposure to managed futures? Think multi-manager funds, according to a new white paper penned by William Marr and Alexander Rudin, principals of Ramius Trading Strategies.

Interactive Brokers says it now provides a tool that allows financial advisors to create ‘virtual’ mutual funds.