Portfolio

Intra-family loans are gaining traction to finance start-ups and help out in many other ways.

Long-term mutual funds took in $1.4 billion in the week ended Nov. 22, according to the Investment Company Institute.

Principal Funds has launched the Principal Global Multi-Strategy Fund, which will invest in alternative strategies through specialist sub-advisors to provide income, while combating inflation and market volatility.

Principal Funds has launched the Principal Global Multi-Strategy Fund, which will invest in alternative strategies through specialist sub-advisors to provide income, while combating inflation and market volatility.

The Pension Protection Act of 2006 is having a positive effect on 401(k) plans, Fidelity Investments said Wednesday.

The average price tag for a data breach now is $7.2 million. How are you supposed to value the loss when your crown jewels – trading algorithms – get put on data sticks or uploaded to remote servers, as happened to Goldman Sachs? Or you have to face down billions in verified losses, because you couldn’t control “unauthorized trading,” as occurred to UBS? And if you're a financial advisor or smaller advisory firm, how do you safeguard data while also taking advantage of social media and mobile devices to service your clients? The National Security Agency has begun providing Wall Street banks with intelligence on foreign hackers, a sign that financial sabotage from abroad is imminent, if not already in progress, in the estimation of Booz Allen Hamilton. Here are the Top 10 Financial Services Cyber Security Trends to act on in 2012 and recommendations on what to do about them, from senior vice president Bill Wansley.

Most people never do the type of research required to get into the right career in the first place. So we’re here to help with a package of articles to help you determine your own profile.

Legacy expert attorneys Andy and Danielle Mayoras say the intrigue and legal wrangling surrounding the copper heiress’s $400 million estate serve as a stark reminder that everyone -- wealthy or not -- needs to get proper estate planning advice from their financial advisor before it’s too late.

Nearly two-thirds, 63.8%, of plan sponsors have changed the investment lineup in their 401(k) plan in the past year, up markedly from a mere 20% in 2008, according to the Profit Sharing/401(k) Council of America.

The Conference Board Consumer Confidence Index surged 15.1 points in November to 56.0, up from 40.9.