Portfolio

Dynasty Financial announced Monday that Octagon Financial Services, a McLean, Va., registered investment advisor that specializes in working with professional athletes, is now using Dynasty's open-architecture wealth management services and technology platform.

ING Group has announced its new CEO.

The Vanguard Group giveth and also taketh away. The firm last week slashed expense ratios for three funds while upping expenses for two others.

Chatham, NY-based Aviemore Asset Management is prepping a merger of its ETF Market Opportunity Fund, a fund of funds, into a new separate series of the Stadion Investment Trust.

For years, accountants have heard they should include financial services among their tax or accounting practice’s service offerings, but is that a realistic goal?

Milwaukee, WI-based Artisan Partners Asset Management today revealed in a regulatory filing that it expects the initial price of its Class A shares to be between $27 and $29.

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

The most successful advisors intentionally create a brand that is distinct, stands for something, and creates an emotional connection with clients.

Pacific Investment Management Co., the world’s largest active bond manager, plans to open a fixed- income fund today that will allocate money across a range of emerging-market debt, according to a person briefed on the plan.

Hedge fund assets worldwide may increase 11% to $2.5 trillion by year-end, according to the survey by the Germany’s largest bank.