Portfolio

On April 25, 2012, Market Vectors new ETF tracks companies with unbeatable 20-year advantages, called moats.

La Jolla, Calif.-based alternative mutual fund provider Altegris will launch a new "R" share class on May 1 to four of its private placement funds.

So what does it take to build a successful franchise in the asset management space?

If you want to ace your examinations by the U.S. Securities and Exchange Commission, remember these three phrases: fund governance, fraudulent activities and performance and advertising.

On April 24, Thomas Schreier, vice chairman, wealth management, Nuveen Investments, delivered a keynote speech at the Money Management Institute Annual Convention.

The Dow Jones Industrial Average rallied up 74.39 points to close at 13,001.56 but the tech-laden Nasdaq posted its fifth loss in a row, falling 8.85 points to finish at 2,961.60 ahead of Apple’s blowout earnings report.

On April 24, La Jolla, Calif.-based alternative mutual fund provider Altegris announced that it will launch a new "R" share class on May 1 to four of its private placement funds exclusively for registered investment advisors looking to bet on the once-again popular hedge fund space.

On April 23, 2012, PIMCO announced that it is launching the Global Advantage Inflation-Linked Bond Strategy Fund, an exchange-traded fund which will actively manage global inflation-linked bonds and currencies.

On April 24, State Street Global Markets released the results of the State Street Investor Confidence Index for March 2012.

Legacy expert attorneys Andy and Danielle Mayoras say your clients have names and reputations that will live on after they’re gone. The estate planning guidance you provide them now will ensure their legacy and wishes are protected for generations to come.