Portfolio

Paul Schaeffer, managing director, Strategy & Thought Leadership, at alternative mutual fund shop Forward, is calling it quits after more than two years on the job, Money Management Executive has learned.

Large companies will get larger and smaller firms will be acquired, but consolidation and growth of large RIAs is not necessarily a bad thing.

Continued demand for equity exchange-traded products booted ETP flows $47.1 billion, the strongest two-month total on record, according to BlackRock’s latest ETP Landscape Snapshot.

LPL is launching a new online tool that it says will let its advisors offer offer better visibility to plan sponsors and the millions of LPL clients who are invested in 401(k)s.

Are active exchange-traded funds just a gimmick? And is there a resolution in sight for any potential further reform of the money market mutual fund industry?

Should mutual funds be backing off on holdings in gun and armament makers?

While U.S. investors remained net purchasers of mutual fund assets for the week ended Feb. 27, political uncertainty seems to have shaken them somewhat.

Many LGBT investors have a false sense of security about the issue of gay marriage and do not appreciate its effect on their own financial future, a ccording to a Wells Fargo survey,

The index maven at Standard & Poor’s shies away from predictions, but expects one of two scenarios: one optimistic and the other pessimistic. And he likes index funds.

Another money market fund is making its way toward the recycling bin.