Portfolio

Legacy expert attorneys Andy and Danielle Mayoras – along with everyone else – have now had a chance to take a look at Whitney Houston’s will. That the deceased music superstar opted for a will rather a living trust points to some shortcomings in her overall estate planning strategy.

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

The March survey of fund managers found that 23% of investors expect a stronger global economy during the next 12 months.

Most investment fund clients have no idea how much their investments are costing them in terms of management fees, commissions and other hidden costs, according to money manager Greg Phelps of Redrock Wealth Management.

Mutual fund research companies Access Data and Strategic Insight have entered into a partnership pooling together their resources for financial data gathering.

What exactly makes an alternative mutual fund “alternative”? According to Cindy Erickson Zarker, director at research firm Cerulli Associates, the definition of what constitutes an alternative investment fund has changed markedly since 2008.

Mutual funds may have been an American innovation, but asset managers will now go to China, Brazil, India or wherever returns can be found, said Alan Reid, founder of Forward Fund Management, at the Investment Company Institute’s Mutual Funds and Investment Management Conference.

The Altman Group, an affiliate of American Stock Transfer & Trust Company, LLC, has rebranded to AST Fund Solutions, LLC and formally launched its new brand at the 2012 Mutual Funds and Investment Management Conference held this week in Scottsdale, Arizona.

What exactly makes an alternative mutual fund “alternative”?

Mutual funds may have been an American innovation. But asset managers will now go to China, Brazil, India or wherever returns can be found, said Alan Reid, founder of Forward Fund Management, at the Investment Company Institute’s Mutual Funds and Investment Management Conference.