Portfolio

Tim Purcell and the former JPMorgan Partners Latin American team will likely attempt to top its $200 million debut fund.

Major Wall Street, business, political and consumer finance magazines are warning investors about hidden 12b-1 and 401(k) fees, various share classes and the loads ascribed to them.

While quantitative analysts may feel they are no longer taking the blame for the financial crisis, they believe their work is still “misunderstood” by top executives.

The majority of advisors believe market structure issues were the primary reason for the “Flash Crash” on May 6, according to new research by BlackRock that was released on Monday. And despite new guidelines proposed by the SEC, advisors believe a similar event will likely happen again.

Major Wall Street, business, political and consumer finance magazines are warning investors about hidden 12b-1 and 401(k) fees, various share classes and the loads ascribed to them.

Securities lending, once considered a mundane middle and back office operational chore, is quickly becoming the target of scrutiny from savvier plan sponsors who want a far better understanding of the financial benefits and pitfalls.

Cathe Tocher has excelled as a portfolio manager through very good times and bad. She is senior vice president of investments at Great-West Life & Annuity Insurance Co., whose five- and four-star Morningstar-rated stable-value portfolios continue to be embraced by the 401(k) marketplace.

As the State of Wisconsin Investment Board continues a push toward risk aversion, its staff laid out new goals for the fixed-income portfolio that would look to find additional alpha minus any apparent investment hazard.

Charles Schwab announced on Thursday three new, low-cost bond exchange-traded funds with no online trading commissions for Schwab clients. This is in addition to the eight equity ETFs that Schwab already offers.

Not even the “flash crash” could dent the popularity of exchange-traded funds.