Portfolio

Paul de Sousa, executive vice president for Bullion Management Group, says that while gold continues to be a popular investment for investors looking to protect themselves from inflation, advisors need to make sure their clients are actually getting what they think they’ve paid for.

On may 22, 2012, Value Line Funds’ shareholders approved combining the Value Line New York Tax Exempt Trust (VLNYX) into the Value Line Tax Exempt Fund (VLHYX).

There’s a familiar face rejoining the sales team at Emerald Asset Management, Inc.

Advisors should encourage their clients to take advantage of current gifting opportunities, now that individuals can give others cash gifts up to $13,000 tax-free.

Mutual funds nowadays are between a rock and hard place when it comes to distribution.

Despite some early trading fluctuation, many clients have probably inquired about buying shares of Facebook one way or another. Here’s how and when you can oblige.

MetLife noted as top seller of annuities, while Prudential leads variable annuity sales; overall, annuity sales decline markedly.

State Street Global Markets today said that its broker dealer omnibus trading capabilities have been added to its Fund Connect money market fund trading platform.

Morningstar, Inc. recently filed a comment letter with the Securities and Exchange Commission urging the regulator to require target-date series to provide more details on how the investments are managed and structured.

iShares has filed paperwork with the Securities and Exchange Commission to launch the iShares Latin America Bond Fund, which is benchmarked to the Barclays Latin America Bond Index.