Portfolio

Two weeks after announcing a new 529 college savings partnership with the state of Nevada, Putnam Investments said it plans to expand sales of the program nationally.

Latin America and Asia are now an integral part of large funds’ bond and equity strategies.

The coming weeks will be interesting and advisors will be caught in the middle trying to strike a balance.

A closer examination of why (and why not) annuities belong in a 401(k) plan.

The Securities and Exchange Commission plans to launch its new office of municipal securities by the end of October, chairman Mary Schapiro said in prepared testimony presented to the Senate Banking Committee Thursday.

Nearly all The Bond Buyer’s weekly yield indexes rose slightly as an influx of new-issue supply weighed on municipals.

Robert Reynolds, the company’s chief executive officer, said in an interview Thursday that Putnam has offered 529 plans for 10 years, but this plans will take a broader national approach.

UMB Financial Corp. has added a leg to its distribution structure for health savings accounts.

The Profit Sharing/401(k) Council of America has honored McDonald’s for having the best retirement plan, in its inaugural Plan Sponsor of the Year Award.

Dodge and Cox has launched the Dodge & Cox Worldwide Funds-International Stock Fund, an Ireland-domiciled UCITS (undertaking for collective investment in transferrable securities).