Portfolio

Pioneer Investments is reshuffling its fund lineup including reorganizing four domestic equity funds and liquidating another.

First, there was the Great Recession.

Stock funds started the year with a bang.

Jonathan Baum, the chairman and CEO of Dreyfus, resigned from the firm on Monday, Jan. 21, to pursue other interests, Morningstar reports.

Who better to help kickoff an educational alternatives summit series than Jeffrey Gundlach?

For alternative mutual funds, 2012 was a mixed bag.

Exchange-traded products are on a roll, following up a record year of flows with a major milestone the first month of the new year.

The Investment Company Institute is proposing that prime money market funds impose temporary “gates” and fees to halt redemptions during times of market stress.

Professor John Grable touched a nerve when he suggested in Financial Planning’s current issue that a mandatory AUM tax on advisors could help make financial planning available to all American families. Actually, he touched a lot of nerves.

The Republican chairman of the tax-writing House Ways and Means Committee, Dave Camp, R-Mich., released a draft document Thursday proposing a series of tax reforms for various types of financial derivatives and other financial products, building on work done by his committee over the past two years.