Portfolio

At the Securities and Exchange Commission's meeting on April 17 and 18 in Washington, D.C., open only to chief compliance officers, SEC chief examiner Gene Gohlke announced that mutual funds can now add forensic testing to their SEC exam checklist of funds' own annual internal compliance reviews.

Many investors are gasping at the first-quarter losses on their financial statements and wondering whether they should change their asset allocation to a more conservative plan.

Hedge Fund Investments Drop in First Quarter

A flood of retail and institutional investors have hit the sidelines and settled comfortably into money market funds in light of the equity market roller coaster and credit market stumble.

Kiplinger's Personal Finance says momentum funds made a big comeback last year.

BoA Hires Former Fido Marketing EVP Huang

To paraphrase Donald Trump, Morgan Asset Management has essentially told bond fund manager James Kelsoe, "You're fired!"

NEW YORK - As the world economy becomes increasingly connected, communicating important financial information, such as income statements, cash flow, balance sheets and mutual fund returns, would be all but impossible without a common language.

At the Securities and Exchange Commission's meeting on April 17 and 18 in Washington, D.C., open only to chief compliance officers, SEC chief examiner Gene Gohlke announced that mutual funds can now add forensic testing to their SEC exam checklist of funds' own annual internal compliance reviews.

Talk about a living legend brimming with institutional knowledge.