Portfolio

Marc Jimenez, former regional director for Dimensional Funds, a $240 billion mutual fund family, has joined Cambridge Southern Financial Advisors to run the firm’s new Denver office.

Principal Funds’ president and CEO Nora Everett has been elected to the Investment Company Institute's Board of Governors.

Think operations managers don't get enough respect?

AdvisorShares is currently prepping a global short selling exchange-traded fund dubbed the International Bear ETF, to launch within the next few months.

Kathleen Gaffney, a member of Loomis, Sayles & Company’s multisector “full discretion” fixed income portfolio management team, has left the firm to join Eaton Vance as co-director of Investment Grade Fixed Income.

The rapid growth in exchange-traded funds is making the landscape a treacherous one for investors and advisors alike.

BlackRock Inc., the world’s largest exchange-traded fund provider, has an “edge” over State Street Corp. in buying Credit Suisse Group AG’s ETF business, according to Citigroup Inc. analysts.

Mitt Romney “has the momentum and nothing last night happened to change that,” said Charles Black, a Romney campaign advisor at the SIFMA annual meeting in New York.

Advisors all desire employees who know what you want even before you speak. While these type of people are typically a needle in a haystack, there are ways to optimize the staff you have already.

Wall Street may still be in love with complex financial instruments, but more and more investors are choosing a simpler, more prudent way to invest, and Steve Atkinson explain that that is why the assets under management with independent wealth advisors continues to grow.