Investment products

Go West (and go soon) for Dynasty Trusts. The top states for these products are South Dakota, Alaska, Nevada.

ClearBridge Advisors the largest manager of equity funds at parent company Legg Mason, apparently wants to cut the apron strings, announcing it would drop the “Legg Mason” name from all its U.S. funds over the next few months.

Total money market mutual fund assets decreased by $1.38 billion to $2.562 trillion for the week ended Wednesday, October 10, according to the Investment Company Institute.

UMB Financial Corp., a Kansas financial service holding company, has launched the UMB Business Partner Portal, an online tool to help business partners better serve their employer clients.

Consumers are increasingly going online to research insurance and annuity products, but the Internet is far from displacing insurance professionals from their roles.

For the week ended Oct. 3, investors yanked an estimated $10.6 billion from U.S. stock mutual funds, bringing total outflows for the year to more than $103 billion.

Vanguard's Gus Sauter is finishing up a quarter century with the giant investment company. In those years, he has been a big part of market structure changes. In the first part of a multiple part Q&A, Sauter explains how he views those changes.

Vanguard Group Inc., the biggest U.S. mutual-fund firm, attracted more money from investors in the first nine months of 2012 than it has in any full calendar year in its 38-year history.

Citi Private Bank has hired foreign exchange trading expert Oscar G. Salem as director and foreign exchange investment specialist. In this newly created position, Salem will oversee the bank's currency business in the Southwest region.

The explosive growth of alternative exchange-traded funds has raised the question of whether they've met the expectations of their investors.

Investors seek higher yield in a crowded dividend market, analysts discuss whether this is a good investment or if the market is a bubble that will burst.

Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change.

The financial markets are quite susceptible to being devastated by new crises. Here's how to protect your clients.

For a client whose mortgage is underwater, is a short sale still the best option?

Treasury Secretary Tim Geithner asked the Financial Stability Oversight Council to take up structural reforms to the $2.6 trillion money market mutual fund industry, citing the Securities and Exchange Commission's failure to act.

For the week ended Sept. 19, investors yanked an estimated $4.8 billion from U.S. stock mutual funds, almost twice the $2.67 billion they withdrew a week earlier.

After rallying 16% this year, the S&P 500 Index closed last year at its highest point since 2007, as investors celebrated news that central bankers were riding to the world's rescue with yet more stimulus. But is it too far too fast?

Traditional mutual funds may have recovered the ground they lost in the market turmoil of 2008, but even so, investors are not convinced that active management gives the best bang for their buck.

Hedge funds can do a lot of things to raise more capital, but the best strategy might have more to do with communication than anything else.

As interest rates look to remain low for the foreseeable future, investors are searching for income, and rediscovering an old instrument: closed end funds. But why so much enthusiasm now?