Portfolio

The SEC should rein in the ABA's CUSIP Service Bureau and prevent it from charging financial market participants unreasonable and unwarranted fees, say three trade groups.

Surprisingly, most Americas (88%) showed understanding of diversification and asset allocation (79%) while flunking basic questions about other financial concepts in a survey for Northwestern Mutual.

Investors poured over $26.8 billion into long-term mutual funds in October, nearly twice the assets added in September, Morningstar reported on Wednesday.

Socially responsible investments topped $3 trillion, accounting for one of every eight professionally-managed dollars.

Pre-retirees who continuously held a 401(k) plan with Fidelity Investments for the past 10 years more than doubled their account balances, according to data released by the Boston fund company on Thursday.

A couple of interesting surveys were released this week—and when mixed with some anecdotal evidence, they offer advisors some food for thought.

Kip Meadows, the CEO of Nottingham Investment Administration, talks about some of the trends expected for the fund industry.

E Fund Management, the second-largest asset management company in China, is planning to offer the nation’s first registered hedge fund. Along with a long-only mutual fund, the two will invest in emerging markets securities. They will be run out of E Fund’s Hong Kong office.

What will it take for Americans to think of the words “women” and philanthropy” in the same sentence?

Investors are displaying renewed faith in mutual funds, Strategic Insight says.