Portfolio

American Funds insists they were years in the making. Others see them as a tactic to stem outflows.

Registered investment advisors became slightly more optimistic about the economy in November, as measured by Rydex/SGI’s Advsor Confidence Index.

It may be too late to capture the sector's rebound, but these real estate vehicles still offer an uncorrelated combination of income and appreciation.

Some mutual fund industry analysts are questioning the timing of three new bond funds from American Funds, the Los Angeles Times reports.

Most variable annuity buyers pay extra for guaranteed living benefit riders despite weaker features and higher costs.

James Hertz, a former vice president and marketer in JPMorgan’s municipal derivatives group, pleaded guilty Tuesday to three criminal counts for engaging in bid-rigging and fraud conspiracies connected with guaranteed investment contracts and other municipal finance agreements, the Justice Department announced.

Bank Investment Consultant magazine honored the industry's best bank-based financial advisors for 2010. Take a closer look at what makes them so great.

According to a Schwab survey, active traders are more optimistic than they were six months ago, but few think they’ve done enough to protect their portfolios.

The formula employers use for their matching contributions in their 401(k) plans serves as a strong cue to workers for how much to contribute, analysis by The Principal finds.

Equity funds finally stem the bleeding after months of outflows, ICI finds.