Portfolio

With new ETF, Factor Advisors lowers the cost of taking bull and bear positions in spread exchange products.

Forward Management LLC has just introduced an alternative-strategy mutual fund, and the company's chief executive officer predicts demand for such funds will help fuel a huge leap in the firm's assets.

Financial advisors are turning their backs on traditional wirehouses, bank brokerages and independent broker-dealers at rapid pace, according to a new report from Charles Schwab, opting instead for a hybrid model that allows them to serve as both an RIA and a registered rep and expand their pool of potential clients.

The Boston fund company named D. William Kohli, Michael V. Salm and Paul D. Scanlon co-heads of fixed income.

Rather than select companies based on market capitalization, the indexes select listings by company size.

The pressure on municipal bond mutual funds is fading rapidly as a much less panicked tone in the state and local government debt market has stemmed the exodus of cash from the industry.

With tax season upon us, most advisors are looking for ways to help clients maximize their tax savings. But with some converting to Roth IRAs, the folks at Allianz offered some cautions to help navigate rocky conditions.

Bill Dwyer, the independent giant’s president of sales and national marketing, talks about his firm’s progress.

Russell Investments and Research Affiliates have launched a new index series based on Research Affiliates’ fundamental index methodology, whereby components of the index are selected by fundamental measures of company size rather than market capitalization.

The stock market has been compensating small companies handsomely during the past three years, and may keep up the pace, but large caps have been lagging for the last decade.