Portfolio

Houston-based Salient Partners is looking to add an active exchange-traded fund to its portfolio.

Mutual funds and exchange-traded funds, excluding money market funds, recorded net inflows of $4.5 billion for the week ended March 27, according to Lipper.

Total money market mutual fund assets increased to $2.629 trillion for the week ended Wednesday, March 27.

New legislation means big changes for estate planning. Here's what you need to consider.

Do your clients have plans in place to protect their valuable treasures from the elements?

Unconstrained bond funds may see renewed interest this year, but at what risk?

Some U.S. trade competitors may see efforts to boost liquidity as intentional manipulation of the dollar.

Venu Krishnamurthy, managing director and president of Citigold Wealth Management, discusses his seven years in the securities business.

Next month's New York gathering offers sessions on divorce planning, career development, digital marketing and more.

Are planners better off working in states with fewer competitors? Not everyone agrees on the answer.