Portfolio

When it comes to bond funds — or any mutual funds — past performance is not the best way to analyze them. Instead, S&P Capital IQ Analyst Todd Rosenbluth suggests investors should consider the credit risk of the underlying bonds, as well as a fund’s duration, i.e. price sensitivity to changes in interest rates.

Zephyr Associates, a financial analytics software provider to financial advisors, is seeing a steady increase in the percentage of RIA firms among its clients.

The fund invests at least 80% of the value of its net assets in a diverse equity portfolio, with a focus on larger companies with market capitalizations equal to or more than $1 billion.

PIMCO is continuing to build out its active equities platform with the launch of two new funds: the Dividend and Income Builder Fund and the EqS Dividend Fund.

PIMCO is continuing to build out its active equities platform with the launch of two new funds: the Dividend and Income Builder fund and the EqS Dividend fund.

NYSE Euronext said the volume of trading in stocks it handles in the United States fell 10.6% in December.

U.S. stocks moved slightly higher Monday as the Dow Jones Industrial Average rose 32.77 points to finish at 12,392.69 while the Nasdaq and S&P 500 added 2.34 points and 2.89 points, respectively.

Cetera Financial Group has agreed to buy Genworth Financial Investment Services, an independent broker-dealer with almost 2,000 independent advisors specializing in integrating wealth management services with tax and accounting services.

Standard & Poor’s Capital IQ research unit said it has developed a method of forecasting negative and positive earnings surprises of a magnitude of 5% or larger.

Among the 27.2% of IMCA members who are independent, 14.2% are RIAs, 7.7% are dually registered and almost 85% of IMCA advisors and consultant provide fee-only or fee-based advice.