Portfolio

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Fund administrator Gemini Fund Services has launched its third shared mutual fund trust, the Northern Lights Fund Trust III (NLFT III).

Don’t be surprised to see a Vanguard coffee truck at a corner near you.

The uncertainty is ‘unbelievably disruptive’ for advisors at a time when clients are beginning to have more confidence in the markets and investing. Likely candidates to buy could include Cetera and Lincoln Financial, observers say.

Realizing that advisors needed help in the current low-yield environment, Schwab decided to offer an automatic bond ladder investment composed entirely of PIMCO municipal bonds.

Greg Francfort, who most recently served as director of Neuberger Berman’s global equity research team, will be joining the firm’s MLG Group, which manages approximately $7 billion in assets for individuals, institutions and mutual funds.

When Moody’s Investors Service put the short-term credit rating of Bank of America under review for a downgrade back in February, that stirred up the water for tax-exempt money market funds.

Quantitative hedge fund manager Hagin Investment Management has launched an equities market-neutral product aimed for mutual fund investors.

Alternative investment manager Direxion has launched an exchange-traded fund that provides investors with equal weighted exposure to the constituents of the NASDAQ-100 index.

Paul Fenner, president and founder of DreamWorks Capital Management, LLC, has launched a new investment management firm to provide investment advisory services to individuals, institutions and small- and medium-sized businesses.