Investments

The Board of Trustees of Touchstone Funds Group Trust has decided to appoint Forum Securities Limited as sub-advisor to the Touchstone Global Real Estate Fund (TGACX), replacing current interim sub-advisor Russell Implementation Services, a subsidiary of Russell Investment, effective May 24.

Fresh off of its announced partnership with a Chinese venture capital shop, Philadelphia-based VTL Associates is looking to add two exchange-traded funds to its roster: RevenueShares Emerging Market Fund and RevenueShares Ultra Dividend Fund.

Vanguard today reports that expense ratios have dropped for several of its mutual funds and the Dividend Appreciation ETF.

Investing in a fund holding mining stocks is not the same as investing in a bullion fund. Advisors should know which mining companies are included in precious metals funds, and where they operate.

Advisors are expected to up the exchange traded fund allocations in their clients’ portfolios in 2013, according to Cerulli's Exchange Traded Fund Markets 2013 report.

Chalk this one up to bad PR.

Arrow Funds has hired an ex-Direxion exec as its new national sales director. John Cadigan joins the firm in the title role.

Total money market mutual fund assets increased by $19.53 billion to $2.601 trillion for the week ended Wednesday, May 22, according to the Investment Company Institute.

Investors continue to pour dollars into 40 Act products, looking for returns outside of U.S. borders and income from taxable fixed income funds.

The Board of Trustees of the Tatro Tactical Appreciation Fund (TCTNX), a series of the Northern Lights Fund Trust, has decided to shut down the fund “in the best interests of its shareholders,” according to a filing.

Flows into municipal bond mutual funds scraped and clawed into positive territory the week of May 22, at $63 million.

As investors seek greater global exposure, advisors must be aware of the impact of currency fluctuations on the underlying investment as well as the overall health of the client’s portfolio.

Realizing a retirement dream requires confronting some difficult realities.

It may make sense for the wealthiest investors to have offshore accounts, but for almost everyone else, direct overseas investments are a terrible option.

Advisors must exercise caution and dilligence when it comes to overseas accounting standards.

Berwyn, PA-based Turner Investments is looking to add emerging market exposure to its portfolio via the Turner Emerging Markets Fund.

When I was growing up, the U.S. was launching the Great Society, which sought to summon the resources of government to wipe out poverty.

Aberdeen Asset Management last week wrapped up its acquisition of Artio Global Investors, a U.S. publicly-listed asset manager, effective May 21.

Henderson Global Investors' foray into the US market began at an inopportune time: It launched its first three funds on August 31, 2001, days before the September 11 attacks.

Through these documents, sent out by public companies in advance of annual meetings, shareholders learn issues on the agenda, voting procedures, backgrounds of individuals nominated for the board of directors and juicy details on executive compensation.