Investments

With the launch of a new Institute for Sustainable Investing, the firm is looking to add $10 billion in client assets to its socially responsible investing platform.

Barclays Lawsuits Over K1 Fund Ponzi-Scheme Combined in Germany

Commentary: Initiatives

UniCredit Markets Structured Notes Tied to Carmignac Mutual Fund

Eight leading managers of money-market mutual funds urged the SEC to alter the way it defines retail funds in proposed new rules for the industry.

At its most basic, relative strength is a ratio of stock or index price-to-market average or other indices.

Non-correlated investments used to entail high minimums and low liquidity — but now even mass-affluent clients can find diversification through alternative mutual funds.

Germany has much to lose by leading the EU bailout, but more to lose if it doesn't.

After a September drop, a flurry of year-end activity helps buoy confidence.

Advisor Laura Tarbox doesn't target women, although she finds them anyway. What she does require: A $5 million minimum.

Clients tend to focus on the best investments they didn't invest in last year. Here's how to break them of the habit.

Here's how one firm used this technique to build a $325 million practice in five years.

Kathleen Gaffney got her own fund, Eaton Vance Bond, at a most challenging time - just as interest rates started to rise.

Frustrated by clients who love to armchair quarterback? We've got the results of chasing a 'perfect' portfolio.

As advisors and investors look for more income, a slew of new high-yield products have come on the market.

As firms grow, metrics become increasingly important in gauging performance. But some things don't show up in the numbers.

Pimco Hires Schroders’s Maisonneuve to Lead Equity Expansion

Emerging-Market ETF Falls After Fed as Brazil’s OGX Tumbles 26%

Money-Fund Managers Urge SEC to Alter Definition of Retail Funds

U.S. Stocks Little Changed on Fed Stimulus Speculation, Earnings