Portfolio

The BNY Mellon unit is beefing up its global research offerings for its registered investment advisor, broker-dealer and hedge fund customers.

March was the third month in a row that retail investors were net buyers of individual municipal bonds, and it also was the fifth consecutive month that mom-and-pop investors sold more shares of muni mutual funds than they purchased, according to the March Transparency Report published by BondDesk Group LLC.

President Obama announced the framework of a plan Wednesday to shrink the deficit $4 trillion over 12 years, and urged House and Senate leaders to appoint teams to negotiate a final bipartisan plan by the end of June.

More than a month following the devastating earthquake and tsunami that hit Japan, more and more institutional investment managers are beginning to label the country’s stock options as undervalued, with many seeing upside in the region.

Long-term mutual funds had $8.9 billion in inflows in the week ended April 6, the Investment Company Institute said Wednesday.

Global X Funds has launched the Global X Waste Management ETF, which will evenly divide its holdings in hazardous and non-hazardous waste and recycling companies.

Whether it's a case of the comparatively small number of "haves" simply socking away a lot more money or a jump in smaller contributions by a larger group of middle class investors, Americans' total retirement investment assets surged to more than $17.5 trillion in the fourth quarter of 2010, up 9.1% for the year.

Seventy percent of 88 institutional investors surveyed by Northern Trust expect inflation to increase over the next six months and 62% are bracing for a spike in market volatility.

It's not exactly cats and dogs living together, but a new white paper from Sanctuary Wealth Services surmises that independent advisors and wirehouse brokers could definitely learn a lot from each other when it comes to attracting and retaining clients and would do well to learn from each other's mistakes in the future.

“Past performance is not necessarily indicative of future results.” Just eight words that have been repeated enough in mutual fund marketing materials for investors to tune out their message; or perhaps they have chosen to ignore the most important of those eight words, the word NOT.