Portfolio

Dreyfus has launched the Dreyfus Dynamic Alternatives Fund, a mutual fund designed to provide exposure to a range of hedge fund returns.

Eaton Vance Management has launched the Eaton Vance Commodity Strategy Fund, which will take long and short positions in fixed income instruments, including derivatives, with the Dow Jones-UBS Commodity Index Total Return Index as its benchmark.

Eaton Vance Management has launched the Eaton Vance Commodity Strategy Fund, which will take long and short positions in fixed income instruments, including derivatives, with the Dow Jones-UBS Commodity Index Total Return Index as its benchmark.

Charles Schwab is encouraging people receiving tax refunds to resist the temptation to use the money for impulse purchases, but, rather, to use the money for long-term financial goals, especially retirement, and paying down high-interest debt.

Citigroup's mutual fund transfer agent services have again been honored with a 5-star performance rating by National Quality Review for the year ending December 2009.

Dreyfus has launched the Dreyfus Dynamic Alternatives Fund, a mutual fund designed to provide exposure to a range of hedge fund returns.

ProShares has launched the first exchange-traded funds that offer leveraged and inverse exposure to the biotechnology sector.

This isn’t the fee you charge clients. The current fee issue that made its way to the Supreme Court this week deals with the expenses charged by mutual funds.

Brown Brothers Harriman & Co. hopes that by maintaining its localized approach to wealth management it can continue to organically grow its trust business by cross-selling services to its roster of wealthy clients.

Although the idea of restricting grantor retained annuity trusts, or GRATs, had been tossed around previously, estate planners didn’t think it would become a reality.