Portfolio

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.

Market Vectors, the exchange-traded product arm of Van Eck Global, is tapping into the resilience of Indonesia’s economy by launching a fund focusing on the country’s small cap equity sector.

Despite promising signs of a recovering market, a new survey finds that nearly six in 10 investors are waiting for conditions to improve before making investment decisions.

Here's how advisors, brokers and firms can measure their return on investment in social media.

Here is a succinct list of ingredients for advisors and brokers who want to get seriously involved in social media.