Portfolio

Forward has revamped its suite of asset allocation funds, renaming them the Forward Global Asset Allocation Series.

“Advisors have been told that it’s the name of the firm on the business card that’s important to clients,” he said, “so their clients won’t follow them if they go independent. We have found that it’s the advisor-client relationship that’s important, not necessarily the name of the firm.

The Board of Directors of Kinetics Mutual Funds last month approved an overhaul of the Water Infrastructure Fund(KWINX).

The legal challenges raised by clients who are beginning to lose their cognitive acuity or are suffering from dementia-related diseases, such as Alzheimer’s, can be significant for advisors. Here are some of the top tips for advisors working with clients with dementia.

Look for Calvert Investments in emerging markets investing, with the launch today of its latest socially responsible investment fund.

The 20th anniversary is fast approaching of the launch by State Street Global Advisors in 1993 of the first investment fund that could be traded throughout the day like a stock.

Hedge funds cut bullish wagers on commodities by the most since June as prices retreated to a three-month low on mounting concern that Europe’s debt crisis will worsen and U.S. growth slow.

TD Ameritrade Institutional drew a record 441 breakaway brokers to its platform for independent registered investment advisors in fiscal 2012, a 27% increase from a year earlier.

Research tells us that 90% of heirs will reject their parents’ advisors, and 70% of widows will change advisors after their husband’s death. Can you afford that level of loss?

Perhaps Matthew Lemieux, research analyst at Lipper, sums up best the damage Superstorm Sandy has wrought on the mutual fund and ETF space.