Portfolio

The new offering extends beyond Fidelity’s investment-grade offerings to offer access to some of the ‘largest and most successful companies in America.’

Managers see plenty of opportunities ahead from new regulations and disconnects in the capital markets.

Some municipal bonds have rallied significantly since Moody’s Investors Service and Fitch Ratings last month overhauled their systems for assigning ratings to state and local government credits — effectively upgrading almost the entire universe of muni bonds.

Hedge funds’ take on the wide array of new regulations being proposed for collateralized debt obligations, credit default swaps and derivatives, in addition to taxes on risk retention, is simple: Bring it on.

Fidelity Investments has launched a corporate bond fund with retail and adviser shares.

Nearly 58% of asset management firms are using hybrid wholesalers as they increase in scale and opportunity, according to a new study from the New York research firm kasina.

T. Rowe Price is gaining new market share as banks and other intermediaries move to a fees-and-advice model, and as the mutual fund company makes a concentrated push overseas to rebuild its assets under management.

Wealth management veteran, Lawrence E. Gore, joined Wilmington Trust as the newest managing director and senior private client advisor for the company’s wealth advisory services business in the Northeast. He will work out of the firm’s New York office.

In an effort to develop its wealth management arm, Toronto insurance giant Sun Life Financial Inc. announced Thursday it is established a proprietary mutual fund company in Canada.

A Heisman Trophy winner and former vice chairman of Citigroup Private Bank, has been named to Wilmington’s advisory board.