Portfolio

The chief executive officer of Foundation Source discusses the advantages of a knowledge of philanthropy.

The Dow Jones Industrial Average picked up another 66.22 points to close at 13,212.04 Friday while the S&P 500 added 5.19 points to finish at 1,208.47.

Tradewinds Global Investors, a subsidiary of Nuveen Investments, is throwing in the towel on its Global All-Cap Plus Fund.

Henderson Global Investors Inc. has launched an all asset fund aiming at long-term growth of capital with lower volatility through flexible allocation across a wide range of asset classes around the world.

Peter Dorsey has been named the new managing director of institutional sales for TD Ameritrade Institutional, a division of TD Ameritrade, Inc.

Mutual funds come in every shape, size and color imaginable. How else are newcomers and smaller fund firms supposed to contend against 8,500 of their peers, already extant?

There were more than 7,693 mutual funds at the end of February 2012, according data from the Investment Company Institute.

Here’s an interactive slide show featuring the six firms that scored above the national average in J.D. Power and Associates’ 2012 U.S. Financial Advisor Satisfaction Study.

The moment was remarkable, if not dramatic.

Investment advisor Matthew Tuttle spends a lot of time moving the money of newly-acquired clients out of mutual funds and into exchanged-traded instruments.