Portfolio

IRI study finds room for growth as consumers remain unfamiliar with benefits of annuities.

Almost every advisor is committing one or more of the seven deadly sins. This is not a reason to beat yourself up, but an opportunity to improve your effectiveness.

On Thursday, E-Trade Financial announced that E-Trade Capital Management LLC will expand its advisory offerings to include unified managed accounts.

In an effort to develop jumpstart its exchange-traded fund business, Russell Investments announced Wednesday it plans to buy U.S. One Inc., a registered investment advisor and ETF provider.

While regulators have focused on target-date funds since the financial crisis, most investors understand the funds’ basic design and are aware of their risks, a Vanguard survey of 4,700 investors shows.

Assets held in domestic exchange-traded funds increased 28% last year to $994.7 billion.

The sub-advisors who will construct the fund’s regional sub-portfolios hail from offices including those in Brazil, India, Japan and South Korea.

Fidelity Investments on Wednesday announced a new unified managed account for high-net-worth investors, the Fidelity Personalized Portfolios, which provides daily tax analysis.

The investment platform is aimed at investors with at least $200,000 in investable assets.

Donors gave to Fidelity’s donor-advised fund in record numbers in 2010 - a sign of the critical role donor-advised funds are playing in charitable giving.