Investment products

Managed Portfolio Advisors and Vestmark will provide overlay management.

One-third cites protecting principal as their primary goal.

Unified Managed Accounts skyrocketed over 100% in the last year, and at double the rate of any other segment, but they are still only 6% of the $2 trillion industry.

Reversing a trend of outflows, tax-exempt money market funds raked in $3.33 billion to end the week of May 9 with $309.95 billion in total net assets, according to the Money Fund Report, a service of iMoneyNet.com.

Investors often make the mistake of exposing themselves to too much risk in their portfolios or failing to take on enough risk for their investment timeline. Here are a couple of large-cap funds that might represent a happy and profitable compromise.

Community banks’ investment programs are not yet back to their pre-financial-crisis levels of success, but the numbers confirm that 2010 was a step in the right direction.

The previous minimum was $3,000 for eleven of the twelve funds in the series.

In the last 18 to 24 months these proudcts have become increasingly available to the mass affluent because of a reduction in costs and an increase in efficiency, said AJ Harper, managing director of Lockwood Advisors, an affiliate of Pershing, in an interview at the Money Management Institute annual conference.

Their plans are evidenced in a survey by Harris Interactive for Aberdeen Asset Management.

But investors redeem $1.9 billion from equity funds.

Investment firms sparred with regulators during a Securities and Exchange Commission roundtable over the potential risk money market funds could pose to the financial system.

Tradar said its portfolio and order management software will become available as a hosted service for fund managers, through Eze Castle Integration.

These days there seems to be a lot of information available to nervous retail investors about the municipal bond market. Maybe even too much.

Willie Keeler and Robert Frost knew the importance of “hitting ‘em where they ain’t and A Road Not Taken—Will your clients embrace the same ideas?

The Securities and Exchange Commission is set to meet next week to address how to prevent runs on money market funds that could disrupt the $2.7 trillion market and the nation's financial system as a whole.

While exchange-traded funds are soaring in popularity and investor cash continues to flow liberally into retirement accounts, closed-end funds have all but been forgotten by a large swath of the advisor community even though they offer some pretty compelling and unique benefits.

Pioneer seeks to meet demand for innovative fixed income funds.

A federal cap on tax-exempt bonds could gradually wean investors and issuers off the muni market and toward a permanent, expanded Build America Bond market that has a flexible subsidy rate, a new report from the Center for American Progress argues.

For those investors who still feel like they've been punished by the market in recent years, one advisor has found the carrot to lure them back.

International and emerging markets funds find profit in natural resources, energy and growth of the middle class in developing nations.