Portfolio

Advisor sentiment slips after a giddy start to the year, as clients sound a cautious note.

Since taking over as CEO of 115-year-old Bartlett & Co., Kelley Downing has overseen an ownership buyback and steady growth.

How do returns from these two types of equities compare? We test them - and find a real difference in performance.

A smart human capital strategy is key to a successful wealth management company.

Recent tax changes mean that planners may have to rethink the ways they invest clients' assets.

Adhering to Shariah principles, Amana Growth is also attractive to many non-Muslims.

As carriers move to adjust risk, sales taper off after three straight years of growth.

Ex-Morgan Keegan Mutual Fund Directors to Settle SEC ClaimsEight former Morgan Keegan & Co. mutual-fund directors agreed to settle U.S. regulatory claims that they allowed assets backed by subprime mortgages to be overvalued as the housing market collapsed in 2007.

Total money market mutual fund assets increased by $3.68 billion to $2.629 trillion for the week ended Wednesday, March 27, according to the Investment Company Institute.

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.