Portfolio

Looking at the most probable future reduces uncertainties to a more manageable level while not concealing risks.

Boston Advisors on Monday launched the Broad Allocation Strategy Fund, based on a separately managed account strategy the investment advisor has run for the past two years.

The Municipal Securities Rulemaking Board plans to seek public comment on a series of new rules and interpretive guidance in the next four to six weeks, most of which stem from its new oversight of muni advisors

The Hartford has launched a new marketing campaign,” Two for Tomorrow,” advising Americans to take the 2% reduction in Social Security payroll taxes and use the money to boost their retirement savings.

Investors established a new record for withdrawals from municipal bond mutual funds in the week ended Jan. 19 as headline risk continued to chase people from state and local government debt funds.

Investors in tax-exempt debt should be cautious about heeding recent reports about the possibility of widespread bankruptcy and default in the municipal market, and stop running away from solid, safe investments because of distorted opinions in the media. That was the advice from top portfolio managers and traders at DWS Investments. Phil Condon, head of muni portfolio management. and Ashton Goodfield, head of trading, recognized the financial hurdles faced by local governments, but stressed that because of the fundamental changes in the municipal landscape, the muni market should not be considered as "homogenous" as it once was. But for analysts to "sensationalize the stress that municipalities are under" sends the wrong message to investors.

Municipal bond mutual fund outflows moderated last week as a nervous market seemed better able to absorb the relentless fund selling.

Climbing the wall of expiring bank guarantees on municipal debt in the coming months may not turn out to be as daunting as anticipated.

Financial advisors want to know the most important key to becoming a top producer. Most think the answer must be a magical new product, an innovative new sales idea or a remarkable new marketing strategy. However, their jaws drop when they learn the truth. Nathan Bergeland, the CEO and founder of USAdvisors Network, offered some insights.

T. Rowe Price Group announced better-than-expected fourth-quarter earnings on Friday as assets under management soared on inflows, particularly to target-date retirement portfolios.