Portfolio

The firm’s new technology will allow advisors to “get into the weeds” of underlying portfolios with clients.

A State Street fund avoiding crude holdings has beaten the S&P 500 by 3.6 percentage points since its inception, generating an annual return of 12.9%.

The fund giants voted for 99% of U.S. directors proposed by the energy, utility, banking and automotive companies reviewed by nonprofit research group Majority Action.

“Investors are going into lower, more passive mutual funds because they don't want to pay the fees,” an expert says.

Bleakley Financial Group also picked up an ex-hedge fund portfolio manager while expanding its national footprint.

The seven advisors managed more than $450 million in combined client assets.

Relations between the world’s two largest economies are at the lowest point in many years.

Funds from the biggest three issuers account for more than 80% of the industry's total assets.

Could single premium immediate annuities be the answer to ultralow rates?

Choosing their own technology for clients was a big draw for the advisors, who affiliated with Kestra.