Portfolio

The Boston fund company named D. William Kohli, Michael V. Salm and Paul D. Scanlon co-heads of fixed income.

Rather than select companies based on market capitalization, the indexes select listings by company size.

The pressure on municipal bond mutual funds is fading rapidly as a much less panicked tone in the state and local government debt market has stemmed the exodus of cash from the industry.

With tax season upon us, most advisors are looking for ways to help clients maximize their tax savings. But with some converting to Roth IRAs, the folks at Allianz offered some cautions to help navigate rocky conditions.

Bill Dwyer, the independent giant’s president of sales and national marketing, talks about his firm’s progress.

Russell Investments and Research Affiliates have launched a new index series based on Research Affiliates’ fundamental index methodology, whereby components of the index are selected by fundamental measures of company size rather than market capitalization.

The stock market has been compensating small companies handsomely during the past three years, and may keep up the pace, but large caps have been lagging for the last decade.

When it comes to municipal bonds, broker-dealers face an unusual challenge that is beyond their control.

One fund focuses on dividends, the other on local bonds.

The recent bout of panic selling by investors in municipal bond funds reflects several factors, including headline risk due to predictions of widespread defaults, rising interest rates, the extension of the Bush-era tax cuts, and rallying equities.