Investments

Higher capital gains and portability call for new strategies for trust assets.

Energy master limited partnerships produce somewhat predictable cash flows in up and down markets.

Beyond Iran's nuclear ambitions, there are reasons a brighter energy world may be on the horizon.

Tash Elwyn, president of the Private Client Group at Raymond James & Associates discusses his 19 years in the securities business.

Planner sentiment climbs to a new high as clients stress optimism.

The strategy is not new - but the extent to which we use outside expertise is unusual.

The CEO of United Capital plans a nationwide network of planners with a consistent look and feel.

The managers of the Brandywine Global Opportunities Bond Fund deal with low U.S. yields by looking all over the world.

Methodology

The annual FP50 finds growth moderating, as well as firms strategizing to retain and build market share

The picks that worked as markets raced higher may not be the best choices going forward. As you look ahead, consider these ideas.

Vanguard today launched the Vanguard Total International Bond Index Fund, which is available in Investor, Admiral, and Institutional shares.

New Orleans-based St. Denis J. Villere & Company is adding another mutual fund to its roster.

Azzad Asset Management is widening the distribution of one of its funds.

Mutual fund assets inched up by $179.6 billion, or 1.3%, to $13.856 trillion in April, according to data from the Investment Company Institute.

Alternative mutual funds are making their way into the market via mutual fund firms, hedge funds, private equity shops and now banks.

Money market mutual fund assets increased by $12.20 billion to $2.613 trillion for the week ended Wednesday, May 29, according to data from the Investment Company Institute.

Outflows among tax-exempt money market funds continued to fluctuate in the week ended May 27 as $1.84 billion fled the industry and total net assets settled at $257.43 billion, according to The Money Fund Report, a service of iMoneyNet.com.

The T. Rowe Price Group has agreed to sell its banking unit to the investor Jacob Safra.

Money market mutual fund assets increased by $12.20 billion to $2.613 trillion for the week ended Wednesday, May 29, according to data from the Investment Company Institute.