Portfolio

U.S. Bancorp Fund Services has launched its first multiple series trust focused on exchange-traded funds in a partnership with Exchange Traded Concepts, an advisor that helps money managers launch their own private label ETF-products.

Legacy expert attorneys Andy and Danielle Mayoras say it won’t be long before the recently deceased pop star’s estate planning efforts – or lack thereof – will come to light.

Thomson Reuters has introduced a model that can determine which stocks are likely to be bought and sold from a fund manager’s portfolio.

Prompted by a delay in a big trade at a popular ETF, the SEC is taking a closer look at a possible connection between high-frequency traders and hedge funds jumping in and out of ETFs, and instances where ETF trades fail to settle on time.

A new study by is looking to answer the age-old question: Do active investment managers (e.g., mutual funds and hedge funds) add value above and beyond simply investing in an index?

U.S. securities regulators have widened their inquiry into the trillion-dollar market for exchange-traded funds, according to a person familiar with the matter.

A new study by is looking to answer the age-old question: Do active investment managers (e.g., mutual funds and hedge funds) add value above and beyond simply investing in an index?

Sam Kiefer built his career serving high-net-worth families in Boston’s non-profit, philanthropic, healthcare and sports industry circles.

Thomson Reuters has introduced a model that can determine which stocks are likely to be bought and sold from a fund manager’s portfolio.

Financial planner Ed Guanill is joining author and RIA Keith Springer at his Sacramento, Calif.-based firm, Springer Financial Advisors.