Portfolio

Morningstar will begin offering credit rating data from Fitch Ratings, the third-largest credit rating firm in the U.S.

Lawson/Wincester Wealth Management is an independent firm in Chattanooga, Tenn., led by Matt Lawson and William F. Winchester, The team also is acquiring the existing practice of Raymond James Financial Services advisor John Goodson in Wincester, Tenn.

If much of human nature comes down to a struggle between greed and fear, then the mutual fund industry is proving itself very human, at least in regards to creating exchange-traded funds.

Equity mutual fund investors pulled $1.3 billion from their accounts (their fifth straight week of outflows), while equity ETF investors made a U-turn from the previous week's withdrawal numbers and added a $12.1 billion to their accounts for the week ended Sept. 12.

ALPS Advisors this week revealed that it is teaming up with Goldman, Sachs & Co. to collaborate on exchange-traded products. ALPS will license Goldman Sachs' proprietary indices, which will be used as benchmarks to create exchange traded funds.

The tax-exempt market finished on a busier tone than it started as the Federal Open Market Committee's announcement on Quantitative Easing 3 spurred activity.

Advisors who stay stuck in their comfort zone may have a neat and tidy life, but, it will simply be a fraction of what it could be had they continued to evolve and max out their God-given lifetime capability. Best-selling author Steve Sanduski shares 9 ways advisors can continue to evolve and reap great benefits, both personally and professionally.

A managed futures stalwart is making its way into the mutual fund world via a trust.

ALPS Advisors this week revealed that it is teaming up with Goldman, Sachs & Co. to collaborate on exchange-traded products. ALPS will license Goldman Sachs’ proprietary indices, which will be used as benchmarks to create exchange traded funds.

Like beauty, "risk" is often in the eye of the beholder. What might seem "risky" to one person (such as traveling to an exotic destination) might be an exciting adventure for someone else.