Portfolio

Willie Keeler and Robert Frost knew the importance of “hitting ‘em where they ain’t and A Road Not Taken—Will your clients embrace the same ideas?

There's a new world order coming in mutual funds. And a new form of wholesaler - colloquially called a "schmeek" - will be helping financial advisers understand its new complexity and sell a constantly evolving kaleidoscope of new products to individual investors.

The Hartford is waging an educational campaign emphasizing tax-saving tips for retirement plan participants.

The next several years will be a challenging period for investment advisors as investors, mindful of projections of low market returns, seek managers who can deliver results while protecting them from excessive risk.

The Securities and Exchange Commission is set to meet next week to address how to prevent runs on money market funds that could disrupt the $2.7 trillion market and the nation's financial system as a whole.

WASHINGTON—The U.S. debt, $9.5 trillion in 2010, could reach $25.9 trillion by 2021 if not kept in check. This was the warning of Erskine B. Bowles, former White House chief of staff, and Alan K. Simpson, former Senator from Wyoming, who are co-chairs of the National Commission on Fiscal Responsibility and Reform, speaking at the Investment Company Institute’s General Membership Meeting here Friday.

I hate mixed messages but it seems there is finally some good news on the employment front. According to the Department of Labor this morning, non-farm payroll employment added 244,000 jobs in April, with the private sector seeing job growth of 268,000. While that figure exceeded expectations, the unemployment rate rose to 9%. Some experts explained that increase to the people who weren’t looking for jobs now resuming their job-hunt. …

WASHINGTON, D.C. -- Regulation of mutual fund distribution practices "can't be left to stand'' as it is, Securities and Exchange Commission chairman Mary L. Schapiro said Friday.