Portfolio

Advisors have increased their recommendations of variable annuities since 2008, regardless of whether they were annuity supporters or skeptics.

“All stockholders receive the special cash dividend, and many are financial advisors and management, so this is a bit of a bonus,” says Chip Roame, managing partner at Tiburon Strategic Partners.

By any measure, the first quarter of 2012 was a very good one for investors. Here’s an interactive slide show featuring the 5 best-performing Dow stocks so far this year.

Real estate may be cyclical, but having exposure to real estate — especially commercial real estate — in a portfolio as an alternative source of income can be beneficial. What’s the best way to evaluate whether it makes sense for a client?

Oaks, Pa.-based SEI, a provider of investment processing, fund processing, and investment management business outsourcing services, has appointed Stephen Beinhacker as Global Head of Equities for SEI's Investment Management Unit.

Stewart Capital Advisors, LLC, the investment advisor for Stewart Capital Mutual Funds, said that it has made the Stewart Capital Mid Cap Fund available as a no-load mutual fund effective April 1.

Investment advisor Matthew Tuttle spends a lot of time moving the money of newly-acquired clients out of mutual funds and into exchanged-traded instruments.

BlackRock Investments Canada Inc., an indirect, wholly-owned subsidiary of BlackRock, Inc. today said that it will liquidate the Claymore Inverse 10 Yr Government Bond ETF and distribute to shareholders the proceeds from the liquidation of the assets by June 22.

New issuance of long-term municipal bonds continued to rebound in March from last year’s relatively anemic figures, surging 82.5%.

Lazard Asset Management LLC has launched the Lazard Global Fixed Income Portfolio targeting both institutional and individual investors.