With a strong market capitalization and bright management team in place, the stock of Wridgways Australia Ltd., a trucking and courier company, looked quite attractive to Steven Rogé , co-portfolio manager of the Rogé Partners Fund.
Assets in 130/30-type strategies climbed 77% during the six-month period ended Sept. 30, topping $53 billion, from $30 billion, according to a survey conducted by sister publication Pensions & Investments.
Mutual funds that charge redemption fees will not qualify as default investments under the Department of Labor's recently announced final rules.
A Securities and Exchange Commission proposal to modernize regulation of private securities offerings has generated concerns from state regulators and some industry interests that it would blur the line between public and private deals.
In about a decade, when a significant number of baby boomers have retired, there will be a new market for financial advice.
Financial advisers who attended the annual Schwab IMPACT conference last week in Las Vegas had a chance to preview an updated version of PortfolioCenter.
A unified managed account platform that gives advisers greater latitude in customizing portfolios for clients is being introduced today by ADVISORport, the UMA platform service of Wilmington, Del.-based PFPC Worldwide Inc.
The mutual fund industry and independent 401(k) service providers squared off last week before the House Ways and Means Committee over whether fees for various 401(k) services should be broken down in disclosures to employers.
We formed Geller Capital Management LLC in March 2000 with the intention of offering clients a classic growth strategy and a hedged strategy — but that plan was short lived.
