Portfolio

Asset management companies can anticipate regulatory focus to intensify as implementation of the Dodd-Frank Wall Street Reform Act progresses -and not just from the Securities and Exchange Commission.

On May 23, 2012, Vanguard began trading ETFs in Europe.

The Dow Jones Industrial Average closed basically unchanged Tuesday, losing 1.67 points to finish at 12,502.81 in seesaw trading.

On May 22, Pioneer Investments put in a new portfolio management team in place to manage the Pioneer Cullen Value Fund (CVFCX), effective August 1.

On May 22, 2012, Washington, D.C.-based Money Management Institute today released the early edition of MMI CENTRAL Q2 2012.

On May 22, 2012, Tiburon Strategic Advisors revealed some interesting facts about advisors’ appetite, or lack thereof, for headline grabbing products such as alternatives and exchange-traded funds.

Paul de Sousa, executive vice president for Bullion Management Group, says that while gold continues to be a popular investment for investors looking to protect themselves from inflation, advisors need to make sure their clients are actually getting what they think they’ve paid for.

On may 22, 2012, Value Line Funds’ shareholders approved combining the Value Line New York Tax Exempt Trust (VLNYX) into the Value Line Tax Exempt Fund (VLHYX).

There’s a familiar face rejoining the sales team at Emerald Asset Management, Inc.

Advisors should encourage their clients to take advantage of current gifting opportunities, now that individuals can give others cash gifts up to $13,000 tax-free.