Portfolio

Consolidated U.S. equity volumes are at four-plus year lows, according to Raymond James Research. Volume in July was 11% down from June and 13% from a year ago.

The Dow Jones Industrial Average gained 42.76 points Friday to end at 13,207.95 while the Nasdaq and S&P 500 added 2.22 points and 3.07 points, respectively.

On August 13, 2012, Executive Briefings.

On August 13, 2012, The last decade has been rough for the mutual fund industry. This means boards of directors must have the tools for overseeing compliance and take on the oversight.

On August 13, 2012, Setting up a mutual fund in China or India may be appealing to U.S. fund companies because of the growing affluence and high savings rates in those countries. But it is a long and multi-faceted process.

On August 10, 2012, U.S. debt yields put you asleep. But you better be on your toes, with the adventure involved in emerging market bonds.

On August 10, 2012, On August 30, the Department of Labor's Employee Benefits Security Administration participant fee disclosure rule, dubbed ERISA 404(a)(5), will go into effect.

On August 10, 2012, Equity mutual funds and exchange-traded funds reported net redemptions of $4.1 billion, continuing their roller coaster ride over the past eight weeks, according to data provided by Lipper analyst Matthew Lemieux.

On August 10, 2012, Custom target-date strategies will hold 22% of 401(k) target-date assets by 2016, or $218 billion, according to research from Cerulli Associates. That will be a nearly four-fold increase from the 2011 asset level of $46.4 billion.

UPDATE: Who are the most influential people in our industry? Financial Planning is now accepting nominations for our annual Influencer Awards. We are seeking the most impactful individuals in multiple categories who are leading -- and sometimes pushing -- the industry to higher levels. The awards will recognize practitioners and thought leaders who have made significant contributions to the financial planning profession, from developing innovative portfolio and practice-management solutions to providing leadership for the advisory community.