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Touchstone Investments is closing its Touchstone Sands Capital Institutional Growth Fund to new investors. The fund managed some $2.6 billion as of March 8.
March 11 -
Investors injected roughly $10.8 billion into mutual funds and exchange-traded funds (ETFs) for the week.
March 11 -
A Massachusetts Democrat has introduced a bill that would permanently extend Build America Bonds with a subsidy rate that drops on a phased-in basis and a provision that ensures sequestration would not result in reduced Treasury subsidy payments to issuers.
March 11 -
Zero-coupon bonds: exceptional value or chronic underperformance? Opinions vary, but there's no mistaking that there's a lot of activity in zeros lately as investors look to them for yield.
March 11 -
In the two months since its launch, the iPad app has been downloaded by a half million Wells Fargo customers, who have rated it just under four stars. What's unique about the app is that it lets customers manage consumer, small business and Wells Fargo Advisors brokerage accounts in one place.
March 11 -
If there was a theme to the opening sessions of the Bank Insurance & Securities Associations annual conference in Florida on Sunday, it could be characterized as moderation.
March 10 -
The interest in security among independent advisors seemed to have ratcheted up. Perhaps its because major custodians have acted to heighten advisor awareness of attacks, or it could be increased media coverage of Chinese hackers targeting U.S. websites but either way, it was one of the key questions for attendees at Februarys Technology Tools for Today conference.
March 10 -
Among the provisions of the new tax law is the introduction of in-plan Roth conversions for participants of employer-sponsored retirement plans. This provision may be especially valuable to high-income clients, according to Thomson Reuters.
March 10 -
What's worse than battling with a loved one over money? Watching another couple argue about money ... right in your conference room.
March 10 -
If your website or blog is the hub, then social media channels are the spokes that connect you to others.
March 9




