News Feed

Millionaire as well as mass-affluent households in the U.S. are markedly more optimistic about the economy than they were just two months ago.

Mutual fund families routinely, and on purpose, use the capital in affiliated funds as “insurance pools” to offset or prevent cash shortfalls in other funds within family, according to research released by the Kelley School of Business at Indiana University.

Wilmington Trust has opened its first Washington, D.C., office targeting high-net-worth clients with $3 million or more in net worth.

You don’t have to act like Alec Baldwin in Glengarry Glen Ross to close a sale. But you do have to know a little something about human nature and psychology. Here’s a preview of an upcoming story in our April issue called “The Art of the Close” by Rick Rummage.

Guinness Atkinson Asset Management, advisor to the Guinness Atkinson Funds, has launched a new equity fund aimed at providing investors with current income and consistent dividend that will exceed inflation.

Multi-asset manager Virtus Investment Partners has launched a mobile app designed to give users access to what the firm has to say about the latest developments in the financial markets.

Retirement plan provider ShareBuilder 401k has expanded its All-ETF 401(k) platform with five new funds.

T. Rowe Price has unveiled the iPad edition of T. Rowe Price Investor, the company’s quarterly magazine for mutual fund shareholders.

Bank of America has introduced a 401(k) retirement plan for small businesses through its Merrill Edge unit.

PIMCO is getting a new ticker for its closely-watched Total Return Exchange Traded Fund: BOND.