Portfolio

The recent media firestorm over state and local government finances has resulted in heightened efforts by those in the municipal bond industry to educate jittery investors and enhance disclosure in the nearly $3 trillion market.

If interest rates can only go up from here, shouldn’t you minimize your exposure to bonds? Not according to Zane Brown, a fixed-income strategist from Lord Abbott who addressed a crowd of advisors at the IMCA New York Consultants Conference.

The funds include a market neutral, medical sciences and large-cap offering.

This is the firm’s first mutual fund.

Advisors braved bad weather to attend TD Ameritrade Institutional Conference in San Diego. Check out some images from different folks that attended the event.

An innovative do-it-yourself investment platform is looking to broaden its business by providing high-net-worth-style service to investors who have as little as $50,000.

361° Capital has launched the 361° Absolute Alpha Fund, its first mutual fund.

Turner Funds on Monday debuted three new long/short mutual funds, the Turner Market Neutral, Turner Medical Sciences and Turner Titan funds.

Nearly two-thirds, 62%, of investors have changed their approach to investing following the recession, TD Ameritrade found in a survey. The most common changes were moving into fixed income, cited by 28%, and into mutual funds and managed accounts, cited by 23%.

Three years ago, just before the credit crisis, many Americans were using home equity lines of credit like cash machines. And at that time, Bank One, now part of JPMorgan Chase, proposed allowing individuals to withdraw small sums from their 401(k) retirement plans through debit cards.