Portfolio

The AARP Financial mutual funds will cease to exist as of Oct. 1, less than three years after launching the funds to much fanfare.

Custodians are in a horserace to provide services to breakaways.

Advisors pass through London monthly, so expansion opportunities are vast.

George Friedlander has rejoined Citigroup as head of municipal strategy.

TD Ameritrade Holding Corp. announced that profits increased 5% to $179.4 million, or 30 center per share, as trading volume increased.

State Street Corp. followed serve Tuesday as custodial banks used the second quarter to bounce back from a year-earlier loss to post a profit.

Fewer of the wealthiest are giving more and small family foundations are giving more than required.

Two new Standard & Poor’s indexes tracking municipal bonds launched yesterday, paving the way for Vanguard to enter the municipal exchange-traded fund business.

Two new Standard & Poor’s indexes tracking municipal bonds launched yesterday, paving the way for Vanguard to enter the municipal exchange-traded fund business.

Fidelity International portfolio manager Anthony Bolton continues to believe in China - in both good times and bad. The manager of the closed-end Fidelity China Special Situations Fund, who came out of less than two years in retirement at the end of 2009 to pick up the China baton once again, addresses the world economy and China's role in that in today's Wall Street Journal.