Portfolio

Assets held in domestic exchange-traded funds increased 28% last year to $994.7 billion.

The sub-advisors who will construct the fund’s regional sub-portfolios hail from offices including those in Brazil, India, Japan and South Korea.

Fidelity Investments on Wednesday announced a new unified managed account for high-net-worth investors, the Fidelity Personalized Portfolios, which provides daily tax analysis.

The investment platform is aimed at investors with at least $200,000 in investable assets.

Donors gave to Fidelity’s donor-advised fund in record numbers in 2010 - a sign of the critical role donor-advised funds are playing in charitable giving.

Only 62% of Americans have a basic financial literacy level.

MarketRiders has released a 2010 Portfolio Report Card showing that stock and bond market portfolios returned between 4 to 16 percent.

There are several reasons for the long-term performance success of Vanguard Group’s GNMA Fund Investor Shares, but one of the simplest is this: It doesn’t have high fees weighing down its returns.

In the last two weeks of December, investors placed $507 million into U.S. equity funds, the first positive inflows since just before the Flash Crash in early May.

The Raymond James executive wrote, “the current ‘buying stampede’ is now 90 sessions long, making it the longest one ever recorded in my notes of more than 40 years. Combine that with many other ‘finger to wallet’ indicators suggesting caution and I am currently just sitting.”