Investments

Eaton Vance Management has launched four new Eaton Vance-sponsored mutual funds sub-advised by Hexavest Inc., a Montreal-based investment manager in which Eaton Vance recently acquired a 49% ownership interest.

Does religion play a key part in the way investors and managers place bets on their mutual funds?

Boston Trust Investment Management has selected BHIL Distributors, Inc., the affiliated broker-dealer of Beacon Hill Fund Services, to provide principal underwriter and distribution services to The Boston Trust & Walden Funds.

William "Bill" Scriba, a former T. Rowe Price treasurer and vice president, died on Aug. 28 at his residence in an assisted-living community in Sunnyvale, Calif., of undetermined causes, the Baltimore Sun reports.

Who would've thunk it?

Vincent Leon has joined 3D Asset Management as a National Sales Manager, responsible for overseeing the firm’s sales and marketing efforts to the wirehouse, RIA, retirement/DCIO and sub-advisory channels.

Many Wall Street experts think that the JOBS Act will fundamentally change the hedge fund industry. But will it lead to the consolidation of existing funds and the creation of others?

The ASTON/River Road Independent Value Fund is reopening to new investors starting Sept. 4.

More brokerage firms and RIAs move to shore up their wealth management platforms while trust companies languish. Bryn Mawr Trust has followed suit and reaped the rewards.

With a laid-back style and team spirit, Gonzalo Echevarria, a financial advisor with AMTrust Bank, finds a home and builds a community in the Sunshine State.

Sam and Josh Stewart, father and son co-managers of the Wasatch World Innovators Fund, have figured out a solution to their investment differences.

This month, the issue that reared its head more than once was a question of whether advisors truly know enough to do their jobs effectively.

Low interest rates, product complexity and (some say) incompetent advisors have converged to drive down annuity sales. Here's what you need to know.

A run-down of the stories in this issue, beginning with the cover story, which details how to offer wealth management with a personal touch.

Political wrangling over the so-called "fiscal cliff," the potential expiration of the Bush-era tax cuts coupled with sharp reductions in federal spending, has stimulated many a conversation about the resulting financial planning implications.

European sovereign debt concerns and the U.S. debt-ceiling debacle spurred market volatility, pushing investors toward index-based equity funds.

With a few months to go in the presidential campaign, pundits are poring over every scrap of new economic data-notably, unemployment-for a clue as to whether President Barack Obama will be reelected. But the best predictor, many say, is the stock market.

One expert argues that dividend-paying stocks, not growth stocks, should be the building blocks of retirement portfolios

September

Why not test the conventional wisdom that investors should avoid fixed-income securities when interest rates rise?