Portfolio

Although it supports the Securities Exchange Commission’s goal of bringing more disclosure to target-date funds, the proposal to include asset allocation information in the fund’s name will only confuse investors, BackRock said in a letter to the agency this week.

Equity market volatility and investors’ subsequent flight to fixed income seems to be spurring product manufacturers to focus more on an area that currently has seen sparse investor interest: International fixed income.

Independent advisors are still “somewhat conservative” in their outlook, but there are some bright spots in their expectations, according to a survey from Charles Schwab.

Providers are ramping up products to tap into investors’ lust both for global diversification and fixed income. Are you ready?

The vast majority of early Build America Bond subsidy payments were processed in a timely and accurate manner during the first five months of the program, with no evidence of fraud or errors, according to a new report.

Confidence among high-net-worth investors tumbled in August, according to a monthly survey by Spectrem Group.

Long-short strategies are outperforming—or at least underperforming less—than traditional equity plays, according to a white paper by Credit Suisse.

A recent realignment of The Hartford Financial Services Group resulted in a new position for Jim Davey running the company’s mutual fund business.

Long-short investing lost a lot less money than equity investments, Credit Suisse says. But is it right for your clients?

The Securities and Exchange Commission has given money market funds a reprieve from following an amendment to money market fund regulations requiring allowing them to approve of the credit rating agencies they must use to determine whether a security is eligible for investment.