Portfolio

Investors may be gloomy about an economic recovery, but senior executives remain confident in U.S. corporate growth.

Despite flat second-quarter results, Charles Schwab Corp.’s top executive remained upbeat about the remainder of 2010.

Has Citigroup Inc. finally found a strategy to hang its hat on - and is globalization, once again, the key to growth for the largest U.S. asset management firms?

If you have clients who still have a healthy dose of outrage at the big banks, now there is a fund just for them.

The trend towards younger target-date fund participants is due to the fact that new employees are more likely to be automatically enrolled in their employer’s 401(k) plan, where target-date funds are often the default option, the study said.

Despite the fact small-cap stocks have tumbled recently as greater economic uncertainty increased, the average domestic small cap mutual fund continues to outperform. So how come some observerrs are skeptical?

The growing investor acceptance of taxable municipal bonds over the past year appears to have hit a stumbling block.

The Department of Labor issued an interim final rule on fee disclosure in 401(k) plans Thursday morning. The final Rule 408(b)2 relieves plan sponsors and their fund providers and consultants from having to share and store written documentation on disclosure obligations.

Schwab Charitable reported Thursday it received record annual contributions to its donor-advised fund in fiscal year 2010, driven by the surge in the stock market last year and the conversion of private foundations to donor-advised funds that were less costly and time consuming.

Morningstar says that Hartford needs to cut fees more to truly compete.