Investments

Even as the company sets out on a second round of cost-cutting in Project New BAC, chief executive officer Brian Moynihan said the company considers Wealth Management one of its core businesses – and will increase efforts to build it up.

Columbus, Ohio-based Beacon Hill Fund Services announced their first customer for its new Advisors Investment Trust product. The product enables multiple unaffiliated registered investment advisors to co-exist in the same registered investment company.

Stocks kicked off the week with slight losses Monday as the Dow Jones Industrial Average fell 11.66 points to close at 12,708.82.

Fidelity Investments said it added five countries and five currencies in its online international investing service.

The SEC said it is instituting proceedings to determine whether a proposed rule change involving minimum quotation sizes for over-the-counter stocks should be disapproved.

Vanguard Chief Investment Officer Gus Sauter challenged the ETF industry to be responsible in developing new products and called for greater efforts to educate investors about ETFs.

Investors are getting fixated on fixed income, in the next wave of global investing. A Q&A, with Gregory E. Johnson, new Chairman of theInvestment Company Institute

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Firsthand Technology Value Fund announced that Facebook is now its largest holding, representing more than 5% of the fund’s net assets. Yelp, another social networking company, is also among the fund's top five holdings.

Exchange-traded funds are like stocks and mutual funds. Except they're not. Here's a glossary on how ETFs really operate.

Vanguard Chief Investment Officer Gus Sauter challenged the exchange-traded fund industry to be responsible in developing new products and also called for greater efforts to educate investors about ETFs.

Investors are getting fixated on fixed income in the next wave of global investing. Here's a Q&A with Gregory E. Johnson, the new chairman of the Investment Company Institute.

SEC OKs NYSE Merger; e ETFs Grow 20.6 Percent; Investors Venture Back Into Stock Mutual Funds

You've heard of structured products. These largely were complex securities based on lots of streams of cash in underlying loans whose flows were not well predicted. There was a credit crisis associated with them in 2008.

Money Management Executive is nearing its 20th year of operation. For two decades, the newsweekly has been providing top executives in the asset management business with the information and insight they need to get their jobs done effectively.

Ratios of municipal to Treasury bond yields over the past three months have shown a degree of volatility that has complicated a standard valuation of tax-exempt debt for investors. Will that trend continue this year?

Stocks capped a four-day rally with another sharp rally Friday as the Dow Jones Industrial Average stormed up 96.50 points to close at 12,720.48.

You’ve heard of structured products. These largely were (and are) complex securities based on lots of streams of cash in underlying loans whose flows were not well predicted. There was a credit crisis associated with them in 2008.

As tax time approaches, many clients are wondering what to do with their most highly appreciated assets. If they are charitably minded, those assets can be converted into reliable streams of income through charitable trusts.

You’ve heard of structured products. These largely were (and are) complex securities based on lots of streams of cash in underlying loans whose flows were not well predicted. Now come “synthetic” ETFs, where interest-rate swaps and other derivative products are used to replicate the performance of a securities index.