Portfolio

Happy times for global exchange traded products has spelled happy times for BlackRock.

In the shadow of the fiscal cliff agreement, the likelihood of comprehensive tax reform that would seriously damage municipal bonds this year has slightly diminished, according to a research firm and other market participants.

Happy times for global exchange traded products has spelled happy times for BlackRock, Inc.

Almost half of the 1,127 investors polled said it is a good time to invest in equities, with one in five seeing blue-chip stocks as having the most potential.

ING, which agreed to an extension of its restructuring terms with the European Commission, is looking to reduce its costs even further this year.

Pioneer Investments has added two new hires to its U.S. institutional team.

For RIAs who want to ensure clients that their firm will endure to serve their children and grandchildren, a robust internal succession plan is critical. One way to do that is to eliminate outside ownership conflicts, argues the founder and CEO of one leading RIA firm.

The Evercore Wealth Management Macro Opportunity Fund, a diversified mutual fund offering, is closing after just a little more than a year on the circuit.

Focus Financial has snapped up a big Seattle wealth management firm.

Envision Financial Systems, Inc., has improved its mutual fund subaccounting system for broker/dealers with a new update.