Portfolio

Mutual funds nowadays are between a rock and hard place when it comes to distribution.

Despite some early trading fluctuation, many clients have probably inquired about buying shares of Facebook one way or another. Here’s how and when you can oblige.

MetLife noted as top seller of annuities, while Prudential leads variable annuity sales; overall, annuity sales decline markedly.

State Street Global Markets today said that its broker dealer omnibus trading capabilities have been added to its Fund Connect money market fund trading platform.

Morningstar, Inc. recently filed a comment letter with the Securities and Exchange Commission urging the regulator to require target-date series to provide more details on how the investments are managed and structured.

iShares has filed paperwork with the Securities and Exchange Commission to launch the iShares Latin America Bond Fund, which is benchmarked to the Barclays Latin America Bond Index.

The Dow Jones Industrial Average rallied up 135.10 points to close at 12,504.48, its first positive session in more than a week.

Legacy expert attorneys Danielle and Andy Mayoras say the saga surrounding the estate of one-time child TV star Gary Coleman provides yet another learning opportunity for advisors and their estate planning clients.

Jeffrey C. Boucek has joined Segal Rogerscasey’s Atlanta office as senior vice president, focusing on consulting, client relationship management and new business development.

iShares has filed paperwork with the Securities and Exchange Commission to launch the iShares Latin America Bond Fund, which is benchmarked to the Barclays Latin America Bond Index.