Portfolio

On July 2, 2012, Think the deadline for nominating your favorite InNOVAtor has come and gone? Well, think again.

On July 2, 2012, Denver-based Janus Capital International has opened an office in Paris, its sixth office in Europe, Investment Europe reports.

Eaton Vance Investment Counsel, a subsidiary of Eaton Vance Corp., has hired William M. Gillen to the position of vice president, Business Development, responsible for enhancing EVIC's presence in the marketplace and overall marketing efforts.

Wealth managers and financial advisors are using the iPad more than professionals in any other industry. Here’s a closer look at how and why. Also see: 11 Essential Tech Tools for Advisors 10 Must-Have Mobile Apps for Financial Advisors 10 Online Tools Advisors Can’t Live Without 10 Critical Social Media Tips for Advisors

On July 2, 2012, PIMCO has teamed up with Source UK Services Ltd. to launch an exchange-traded fund to bet on the German government bond market.

Education and healthcare retirement plans are using more target date funds and Roth features in their plans, according to the latest 403(b) plan sponsor survey from the Plan Sponsor Council of America.

BlackRock Asset Management's Toronto-based arm has crowned Noel Archard, the global asset management firm¹s current head of U.S. iShares, to succeed Bill Chinery as chief executive officer.

How often have sponsors had to intervene to prop up money market funds?

Advisors significantly underestimate how many of their wealthy clients contribute regularly to charities and how much they give. This gap represents a missed opportunity for their clients whose charitable contributions would go much further if they were better integrated into their overall financial planning.

BNY Mellon has named financial services veteran Jeffrey Mortimer director of investment strategy for it wealth management group. He succeeds Chris Sheldon, who moved to Dreyfus in August 2011 to become the firm's chief investment officer.