Portfolio

Bank of Montreal Global Asset Management has moved its defined contribution business away from its Institutional Trust services arm and given it a new brand name, BMO Retirement Services.

Exchange-traded funds are off to a strong start, with record first-quarter inflows reaching $55.9 billion.

Exchange-traded funds are off to a strong start, with record first-quarter inflows reaching $55.9 billion.

Natixis Global Asset Management (NGAM) has launched international hedged equity fund from Gateway Investment Advisers, LLC (Gateway), designed to play a conservative, risk-managed role in a portfolio allocation to international equity.

Wintrust Financial Corporation has added a new member to its wealth services team in a push to expand in the Chicago market and its suburbs.

Legacy expert attorneys Andy and Danielle Mayoras say that contrary to preliminary reports, British songstress Amy Winehouse did not have a will in place at the time of her death—an estate planning mistake that advisors and their clients can’t afford to make.

INTECH Investment Management LLC (INTECH), an independently managed subsidiary of Janus Capital Group Inc., launched two global dividend strategies: one focused on seeking capital appreciation and higher-than-average dividend yields and the other focused on absolute risk.

Investors are interested in adding alternative assets to their IRAs, but lack the expertise — and often the advisors — to go about it.

There were 7,693 mutual funds in February 2012, so how do women-managed funds find a way to stand out in this $12 trillion industry?

Milwaukee, Wisc.-based CliftonLarsonAllen Wealth Advisors has teamed up with Academy Asset Management, a Philadelphia, Pa.-based investment advisor to launch Innovator Management LLC, purveyor of the new Innovator Matrix income Fund.