Portfolio

A trio of new bond fund products on offer by Fidelity, iShares and PIMCO provide smaller investors with the opportunity get more of the benefits of a bond ladder without the usual bond fund downsides.

Brinker Capital this week became the latest independent investment management firm to add a suite of exchange-traded funds (ETFs) to its defined contribution retirement plan offering, adding seven new ETFs that range from defensive fixed-income funds to aggressive equity-based funds.

Zsa Zsa Gabor, who appeared in dozens of movies and television shows throughout a career that spanned five decades, is approaching the end. Sadly, her final days are surrounding by fighting between her husband of 25 years and her only daughter.

Money and time are both precious commodities at family offices, and Fidelity Investments’ 140 single-family office clients were looking for ways to help their clients get on top of the administrative tasks involved in doing good.

Dalbar has introduced a registered fiduciary designation for 401(k) advisers, the 401(k) RF Designation, who have obtained the skills and training to perform at that level of care. Training for the designation is provided by qualified training organizations or through a self-study program.

Investors are interested in innovative investments that meet specific principals, according to a study by CREATE Research, commissioned by Citi’s global transaction services and Principal Global Investors.

Retirement as we know it is getting hit with two enormous threats.

Research Affiliates sees high inflation, low growth in the developed world. BlackRock looks for companies with strong cash flow. Gold prices rise.

Canada’s securities commissions have proposed to require transaction data on over-the-counter derivatives to be reported to trade repositories.

The world’s top foreign exchange dealers are working on an industry-wide initiative to reduce the risk of “flash-crash” hitting the global currency markets.