Investments

Paul de Sousa, executive vice president for Bullion Management Group, says that while gold continues to be a popular investment for investors looking to protect themselves from inflation, advisors need to make sure their clients are actually getting what they think they’ve paid for.

On may 22, 2012, Value Line Funds’ shareholders approved combining the Value Line New York Tax Exempt Trust (VLNYX) into the Value Line Tax Exempt Fund (VLHYX).

There’s a familiar face rejoining the sales team at Emerald Asset Management, Inc.

Mutual funds nowadays are between a rock and hard place when it comes to distribution.

Despite some early trading fluctuation, many clients have probably inquired about buying shares of Facebook one way or another. Here’s how and when you can oblige.

MetLife noted as top seller of annuities, while Prudential leads variable annuity sales; overall, annuity sales decline markedly.

State Street Global Markets today said that its broker dealer omnibus trading capabilities have been added to its Fund Connect money market fund trading platform.

Morningstar, Inc. recently filed a comment letter with the Securities and Exchange Commission urging the regulator to require target-date series to provide more details on how the investments are managed and structured.

iShares has filed paperwork with the Securities and Exchange Commission to launch the iShares Latin America Bond Fund, which is benchmarked to the Barclays Latin America Bond Index.

The Dow Jones Industrial Average rallied up 135.10 points to close at 12,504.48, its first positive session in more than a week.

Jeffrey C. Boucek has joined Segal Rogerscasey’s Atlanta office as senior vice president, focusing on consulting, client relationship management and new business development.

iShares has filed paperwork with the Securities and Exchange Commission to launch the iShares Latin America Bond Fund, which is benchmarked to the Barclays Latin America Bond Index.

Morningstar, Inc. recently filed a comment letter with the Securities and Exchange Commission urging the regulator to require target-date series to provide more details on how the investments are managed and structured.

State Street Global Markets today said that its broker dealer omnibus trading capabilities have been added to its Fund Connect money market fund trading platform.

Morningstar has launched Annuity Intelligence, a web-based research and evaluation tool for advisors and broker-dealers charged with finding the best variable annuity products for their clients.

WASHINGTON, D.C. - Mary L. Schapiro did not 'break the buck' at the annual membership meeting of the Investment Company Institute.

Trading opened a half hour late Friday. Orders placed on its IPO Cross system did not get delivered to the market. For about two hours, Nasdaq could not issue quotes on Facebook shares. And, yet, it continued trading in Facebook shares, a possible violation of Regulation National Market System.

Over the past year, nearly 70 mutual funds have snapped up pre-IPO shares of Facebook on private markets ahead of its IPO today, CNNMoney reports.

The Dow Jones Industrial Average shed another 73.11 points to close at 12,369.38 and Facebook’s much-hyped initial public offering failed to prop up the downtrodden tech sector as the Nasdaq dropped 34.90 points to finish at 2,778.79.

On May 18, 201, Invesco’s Small Companies Fund will change its name to...