Portfolio

Kitces is co-author of The Annuity Advisor, and is a contributor to Financial Planning magazine, as well as a string of major consumer publications.

PIMCO and the Vanguard Group received the highest favorable ratings from prospective institutional investors among leading asset managers, according to a new study released by Cogent Research.

The two mutual funds, Emerald Growth Fund and Emerald Banking & Finance Fund, are being transferred from the Forward Funds to Leola, PA-based Emerald Mutual Fund Advisers Trust. The Trust is a wholly-owned subsidiary of Emerald Advisers, Inc.

A growing number of U.S. cities are choosing to fund essential services like public safety and garbage collection over making payments on their outstanding debt, as rising costs and falling revenue deplete their budgets.

Researchers have developed a model that uses data from Twitter to help predict the volume and value of a stock in an upcoming trading session.

Deutsche Bank’s Management Board is expanding the Group Executive Committee from 12 to 18 members, effective June 1.

The Emerald Mutual Funds have made their way home to the investment advisory firm that founded the fund family in 1992.

Third-party administrator CPI Qualified Plan Consultants, Inc. today revealed it added the Alta Trust Tactical Advantage collective investment trust funds to its retirement plan platform.

It might sound elementary but legal eagles from some of the country’s biggest law firms convened today at the ICI Mutual Fund conference in Phoenix, A.Z. to drive home the importance of disclosure when it comes to mutual fund registration.

Omnibus accounts consolidate the trade activity of multiple shareholders in an investment vehicle into a handful of trades, making it difficult to identify individual shareholder activity. How do in-house counsel and mutual fund boards make sure that their omnibus accounts are on the up and up with regulators?