Portfolio

The Chronicle of Philanthropy announced a drop in donations for its Top 50 philanthropists.

WisdomTree Investments Inc.’s top executives said the company remains focused on adding products, though it isn’t immune to a possible takeover.

Morningstar has acquired Footnoted.org, the terms of the deal undisclosed.

The company said it expects the economy to gradually recover this year.

Bruce Berkowitz, Morningstar’s Domestic-Stock Fund Manager of the Decade, isn’t the kind of manager whose moves make headlines, but they’ve paid off remarkably well for his investors.

Fee-based financial advisers are grappling with the fallout from the crash of 2008 and see tactical asset management as the way to navigate the current market, according to a survey of 750 advisers by Jefferson National.

More Bang Sought For the Same Buck

Reversal in equity markets sends funds lower by 0.50% from previous month

The Conference Board Employment Trends Index (ETI) rose in January by one percent to 93.2, the fifth consecutive month it has risen. However, it is down 0.7% from a year ago.

Many U.S. employers are increasingly losing confidence in their workers’ ability to save for retirement and, as a result, plan to step up efforts to help workers maximize 401(k) savings, starting by reinstating the match, Hewitt Associates found. In fact, 80% of companies that suspended or reduced their company match are planning to restore it this year.