Portfolio

Even with a long-term shift to passive investing, "managed solutions" packaging exchange-traded funds should also grow rapidly, said Scott Burns, Morningstar's ETF expert.

Equity funds net $5.12 billion of inflows, following $4.96 billion of inflows the week before.

The risk-management and trade analytics service announced the launch Tuesday of a service evaluating the illiquidity of municipal bond mutual fund holdings.

Global assets under management in exchange traded funds and exchange traded products should grow 20% to 30% annually over the next three years, BlackRock projects.

Assets held in exchange-traded funds crossed $1 trillion for the first time, at the end of January, according to statistics kept by the National Stock Exchange.

Advisors need to consider a Net Unrealized Appreciation calculation, according to C. James Johnson, a presenter of retirement planning and tax strategies for Allianz Life Financial Services.

The fund will concentrate on opportunities in consumer products and goods throughout the world.

With Black Friday upon us, advisors will have a chance to add to their technology arsenal without having to blow a hole in their pockets. Here are 11 essential tech tools advisors should consider.

Goldman Sachs Group said Tuesday that its electronic trading business is introducing an order type that automates the process of placing binding orders of large blocks of stock in dark pools.

Alpine Woods Capital, advisor to the Alpine Mutual Funds, has launched the Alpine Global Consumer Growth Fund, which will concentrate on opportunities in consumer products and services throughout the world.