Portfolio

While a federal court allowed the organization to file a brief saying it upheld fiduciary values, it should not be providing expert opinions, writes the founder of a fiduciary consulting firm.

Seven of largest asset managers reported a record $50 billion in combined outflows during the third quarter of 2016.

Assets at firm's Total Return Fund have slipped 70% from its peak in April 2013 to $82.6 billion.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.

Fifteen of the 20 biggest open-end funds report net outflows over the last five years.

Try this low-key approach with clients for maximum success.

Try this low-key approach with clients for maximum success.

If you plan to join another firm or go indie, you’d better reacquaint yourself with this landmark agreement first.

Amid reports of a possible sale, assets rise and expenses fall.

The company reported losses in three straight quarters through March 31.