Portfolio

The Securities and Exchange Commission announced Monday that investors can for the first time access detailed information that money market funds file with the SEC under changes to Rule 2a-7 that it implemented last year.

The new tax law has opened a substantial window of opportunity for wealth transfer. Help your clients take advantage of it.

As mutual funds lose steam, exchange-traded funds continue to gain popularity and proportional share of retail investor assets, according to a study by Cogent Research.

Indexed annuities and CDs are growing in popularity as alternatives to CDs and fixed annuities. They give investors some upside with downside protection.

REITs staged a major comeback in 2010 after two bad years. What's in store for the sector this year?

High-net-worth families can leverage the $5 million exemption.

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.