Portfolio

The secrets proxy statements can tell you.

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

The Board of Trustees of Touchstone Funds Group Trust has decided to appoint Forum Securities Limited as sub-advisor to the Touchstone Global Real Estate Fund (TGACX), replacing current interim sub-advisor Russell Implementation Services, a subsidiary of Russell Investment, effective May 24.

Fresh off of its announced partnership with a Chinese venture capital shop, Philadelphia-based VTL Associates is looking to add two exchange-traded funds to its roster: RevenueShares Emerging Market Fund and RevenueShares Ultra Dividend Fund.

Vanguard today reports that expense ratios have dropped for several of its mutual funds and the Dividend Appreciation ETF.

Investing in a fund holding mining stocks is not the same as investing in a bullion fund. Advisors should know which mining companies are included in precious metals funds, and where they operate.

Advisors are expected to up the exchange traded fund allocations in their clients’ portfolios in 2013, according to Cerulli's Exchange Traded Fund Markets 2013 report.

Chalk this one up to bad PR.

Arrow Funds has hired an ex-Direxion exec as its new national sales director. John Cadigan joins the firm in the title role.

Total money market mutual fund assets increased by $19.53 billion to $2.601 trillion for the week ended Wednesday, May 22, according to the Investment Company Institute.