Portfolio

Wealthy clients are more likely to be sued, but excess personal liability insurance doesn't have to cost a fortune.

One reader took exception to a line in the article, "The Rich Rush To REITs," which appeared in the March 2012 issue of On Wall Street. The reader writes:

As it turns out, losing to the S&P 500 last year wasn't quite as shameful as we thought.

A three-part plan that enables advisors to go beyond basic financial planning.

The chief executive officer of Foundation Source discusses the advantages of a knowledge of philanthropy.

The Dow Jones Industrial Average picked up another 66.22 points to close at 13,212.04 Friday while the S&P 500 added 5.19 points to finish at 1,208.47.

Tradewinds Global Investors, a subsidiary of Nuveen Investments, is throwing in the towel on its Global All-Cap Plus Fund.

Henderson Global Investors Inc. has launched an all asset fund aiming at long-term growth of capital with lower volatility through flexible allocation across a wide range of asset classes around the world.

Peter Dorsey has been named the new managing director of institutional sales for TD Ameritrade Institutional, a division of TD Ameritrade, Inc.

Mutual funds come in every shape, size and color imaginable. How else are newcomers and smaller fund firms supposed to contend against 8,500 of their peers, already extant?