Investments

Eaton Vance Management has launched the Eaton Vance Commodity Strategy Fund, which will take long and short positions in fixed income instruments, including derivatives, with the Dow Jones-UBS Commodity Index Total Return Index as its benchmark.

Charles Schwab is encouraging people receiving tax refunds to resist the temptation to use the money for impulse purchases, but, rather, to use the money for long-term financial goals, especially retirement, and paying down high-interest debt.

Citigroup's mutual fund transfer agent services have again been honored with a 5-star performance rating by National Quality Review for the year ending December 2009.

Dreyfus has launched the Dreyfus Dynamic Alternatives Fund, a mutual fund designed to provide exposure to a range of hedge fund returns.

ProShares has launched the first exchange-traded funds that offer leveraged and inverse exposure to the biotechnology sector.

This isn’t the fee you charge clients. The current fee issue that made its way to the Supreme Court this week deals with the expenses charged by mutual funds.

Municipal closed-end funds continue to surge to new peaks despite the specter of higher interest rates threatening to throw a wet blanket on all the fun.

Investment management firms, custodians and broker/dealers all say that financial planners are embracing Web-based workstations that work on smart phones, but they don’t agree on how fast advisers are going down that path.

Ever since the recession began, everyone from media outlets to industry gurus have deemed 401(k)s a failure.

Genworth asset managers debated investing questions on Tuesday afternoon at an event in New York.

An S&P analysis shows that small-cap value and mid-cap value investors earned around 10% in the first quarter.

Last week, investors did something they have not done in more than a year: They withdrew more money from municipal bond mutual funds than they put in.

Currencies in China, Brazil, Canada and Australia all offer attractive returns in the coming months, compared to sub-par performance from the euro, British pound and Japanese yen, according to Paul McCulley, a fund manager at Pacific Investment Management Co.

Last week, investors did something they have not done in well more than a year: withdrew more money from municipal bond mutual funds than they put in.

Currencies in China, Brazil, Canada and Australia all offer attractive returns in the coming months, compared to sub-par performance from the euro, British pound and Japanese yen, according to Paul McCulley, a fund manager at Pacific Investment Management Co.

Hartford Financial Services Group Inc. plans to revamp its annuity lineup and target business owners as part of an initiative to develop its wealth management business.

With the tax deadline fast approaching, wealth management clients are deciding whether they are going to convert from a traditional Individual Retirement Account to a Roth IRA.

State and local governments will save $12.3 billion on the $90 billion of Build America Bonds issued so far compared with traditional tax-exempt debt, the Treasury Department said in a recent report touting the success of the program.

Mutual fund investors often represent significant shareholder blocks in big Wall Street firms, but they take little interest in elections of board directors or other proxy matters.

After taking massive losses in 2008, many on Wall Street expected investors in target-date funds to invest their retirement savings elsewhere.