Portfolio

As technology has become more advanced financial advisors have turned their attention to unified managed accounts to oversee all of their affluent clients’ assets, a trend that many in the industry think is here to stay.

The Securities and Exchange Commission is concerned that some mutual funds and actively managed and leveraged ETFs, in particular, may be investing too heavily in swaps and derivatives.

Institutional investors are warming to a market many now see as priced right, and an economy that they believe will be revived by corporate spending, even if unemployment fears keep consumers from opening their wallets.

Local budget cuts over the next couple of years will be drastic enough that the role of government in our lives will be re-examined.

The SEC doesn’t yet require insurers to register indexed annuities, but wirehouse reps prefer it, ING CEO Ford said.

WASHINGTON — A federal judge in Manhattan has refused to dismiss class action claims filed by local governments alleging that Wells Fargo & Co. and 15 other banks, broker-dealers and investment brokers conspired to rig bids and fix prices of guaranteed investment and derivatives contracts in the municipal market.

Ambac postponed the release of its 4Q and year-end earnings last week due to ongoing discussions with counterparties

T. Rowe Price was named the Best Overall Fund Group for large companies at the 2010 U.S. Lipper Fund Awards ceremony held March 24 in New York.

Because Apple hasn’t even launched the iPad tablet yet and most publishers and marketing firms still don’t have completed apps, which Apple must first approve, there are many unanswered questions about how it works for readers and advertisers alike.

NEW YORK—ING Solutions Funds Portfolio Manager Paul Zemsky has been bullish about the economy since the second quarter of last year and he expects strong growth to continue.