Portfolio

Municipal closed-end funds continue to surge to new peaks despite the specter of higher interest rates threatening to throw a wet blanket on all the fun.

Investment management firms, custodians and broker/dealers all say that financial planners are embracing Web-based workstations that work on smart phones, but they don’t agree on how fast advisers are going down that path.

Ever since the recession began, everyone from media outlets to industry gurus have deemed 401(k)s a failure.

Genworth asset managers debated investing questions on Tuesday afternoon at an event in New York.

An S&P analysis shows that small-cap value and mid-cap value investors earned around 10% in the first quarter.

Brown Brothers Harriman & Co. announced Wednesday it promoted Brett D. Sovine to president and chief executive officer of its trust company.

Last week, investors did something they have not done in more than a year: They withdrew more money from municipal bond mutual funds than they put in.

Currencies in China, Brazil, Canada and Australia all offer attractive returns in the coming months, compared to sub-par performance from the euro, British pound and Japanese yen, according to Paul McCulley, a fund manager at Pacific Investment Management Co.

Last week, investors did something they have not done in well more than a year: withdrew more money from municipal bond mutual funds than they put in.

Currencies in China, Brazil, Canada and Australia all offer attractive returns in the coming months, compared to sub-par performance from the euro, British pound and Japanese yen, according to Paul McCulley, a fund manager at Pacific Investment Management Co.