Portfolio

The increasing popularity of electronic brokerage has led the MSRB to examine whether retail investors who trade municipal securities through broker-dealers' online systems have adequate protection under its rules.

Are you ready to tell your employees to "bring your own device" to work?

The Dow Jones Industrial Average rallied up 125.86 points to end at 12,580.69 Tuesday as investors returned from the Memorial Day weekend with their minds set on buying.

On May 30, 2012, J.P. Morgan Asset Management has introduced a new tool for retirement plan advisors to facilitate 401(k) plan design conversations and enhance plan sponsor decisions.

On May 29, 2012, Charles Schwab launched a new video series to help investors curtail impulse spending.

Anticipated demand for personal trust services has prompted National Financial — the clearing and custody business of Fidelity Investments — to incorporate personal trust services into its broker workstation used by nearly 280 broker-dealer firms.

On May 29, 2012, Morningstar, Inc. released some sobering news about the alternative mutual fund space.

On May 29, 2012, HSBC added a fourth EM fund to its portfolio.

The new services will include organizational tools to help family members organize vital information, paper files, electronic records and digital passwords.

On May 29, 2012, Fort Worth TX-based American Beacon Advisors launched the American Beacon The London Company Income Equity Fund (ABCAX), which is sub-advised by The London Company of Richmond, Virginia.