Portfolio

TIAA-CREF has appointed Robert Leary as executive vice president and president of TIAA-CREF Asset Management, effective June 24, 2013.

During market bubbles a lot of details get overlooked, according to Dawn Bennett. With the Dow hitting a new high of 15,000, we have to ask ourselves – what are we missing? How long can this last?

Legg Mason filed with the SEC yesterday to launch the Western Asset Ultra Short Obligations Fund, which will be sub-advised by its subsidiary, Western Asset Management Company,

WisdomTree filed with the SEC yesterday to register the S&P 500 Managed Distribution Fund. The fund will track the price and yield performance, before fees and expenses, of the S&P 500 Managed Distribution Index.

With low rates likely to persist, advisors will have to choose between a low return, currency-hedged, indexed global bond portfolio, or one that incurs greater risk and higher cost in pursuit of larger returns.

In five years, Stratos Wealth Partners has grown from a glimmer of an idea to a firm with 130 advisors nationally and over $6 billion in assets under management. The secret to its success: a hybrid RIA model.

Income, safety and international. Those are the key words when it comes to describing the most popular mutual fund categories.

MidAtlantic Trust Company said it had resolved record-keeping problems that have kept exchange-traded funds from being part of holdings in 401(k) and other retirement plans.

MidAtlantic Trust Company said it had resolved record-keeping problems that have kept exchange-traded funds from being part of holdings in 401(k) and other retirement plans.

Principal has filed to launch the Capital Securities Fund in Class S shares.