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It all started with Goldman Sachs, which began publishing the daily market value of the assets held in its money market mutual funds in the United States on January 9.

If you thought the path to the mutual fund world is a straight line, then you haven't met John Brandmeyer, who transformed a family business from selling medical products to marketing funds.

For alternative mutual funds, 2012 was a mixed bag.

In the fourth quarter of 2012, wealth and investment services earned $7.8 million in non-interest income for the bank, a 36% jump from a year earlier and 9% increase from the previous quarter.

Scout Investments, Inc. today announced that its assets under management surpassed $25 billion earlier this month, compared to 19.7 billion at the end of 2011.

Mutual funds overall may have enjoyed a hot week of flows. But not so for money market mutual funds.

Deutsche financial advisor Jason Zaks, number 23 on the Top 40 Under 40 list, prefers the personal side of investing including handwritten notes to clients.

Hennessy Advisors closed out 2013 with a huge ramp up in assets thanks to its acquisition of funds from FBR Funds.

Morgan Stanley is seeking Federal Reserve approval to buy the remaining 35 percent of its brokerage joint venture with Citigroup Inc. this year.

Morgan Stanley, the top global equity underwriter last year, reported profit that beat analysts’ estimates as brokerage earnings more than doubled and margins from that unit surpassed the firm’s goal for this year.

These often-reclusive businesses manage the finances of America’s affluent and occasionally complete with banks for clients and employees. These offices have interesting back stories.

If you want to keep them on track, forget nitty-gritty details and focus on these six major themes.

Tax-exempt money market funds gave up two-thirds of the impressive gains they generated last week.

Municipal bond mutual funds recorded a second consecutive week of strong flows, as funds that report their flows weekly saw $1.44 billion in inflows for the week of Jan. 16.

Coaching and consulting hundreds of advisors over the years has allowed Ron Carson to see several industry trends and lump advisors together into various buckets. One of these “buckets” is advisors who view human capital, technology, office space, coaching programs, etc., as an investment versus a cost. Advisors who view these areas as costs tend to experience less success and grow their business at a slower rate.

Want to know whether a stock is a buy, sell, or hold? Investors and advisors can find out quickly by glancing at their iPhone.

According to Joe Hurley, founder of Savingforcollege.com, by far the most frequently asked questions he receives from advisors concern the impact of 529 plans on financial aid.

Wealth manager Peter J. Eichler Jr., once had more than $10 billion in assets under management. Following his RIA’s bankruptcy filing in November, however, the SEC has filed a lawsuit against Eichler and Aletheia Research and Management for alleged securities fraud and for allegedly violating fiduciary duties to clients and to the funds Aletheia managed.

The group that emerged as the most committed to saving for retirement was the one identified as “Generation DC,” or those under the age of 25.

Legg Mason, the money manager best known as home to stockpicker Bill Miller, is folding Miller’s Legg Mason Capital Management division into its ClearBridge Investments equity unit as assets have tumbled.