Investments

In the first quarter, the money management institute found that advisory solution assets grew to $2.5 trillion, up 9%, or $212 billion, nearly double the increase from the fourth quarter.

The company has listed five exchange-traded funds on the London Stock Exchange.

Analysts see various scenarios playing out for the U.S. municipal bond market should Greece exit the euro currency and default on its remaining debt.

Asset management companies can anticipate regulatory focus to intensify as implementation of the Dodd-Frank Wall Street Reform Act progresses -and not just from the Securities and Exchange Commission.

On May 23, 2012, Vanguard began trading ETFs in Europe.

The Dow Jones Industrial Average closed basically unchanged Tuesday, losing 1.67 points to finish at 12,502.81 in seesaw trading.

On May 22, Pioneer Investments put in a new portfolio management team in place to manage the Pioneer Cullen Value Fund (CVFCX), effective August 1.

On May 22, 2012, Washington, D.C.-based Money Management Institute today released the early edition of MMI CENTRAL Q2 2012.

On May 22, 2012, Tiburon Strategic Advisors revealed some interesting facts about advisors’ appetite, or lack thereof, for headline grabbing products such as alternatives and exchange-traded funds.

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.