Since the market has devastated portfolios, many investors find themselves with substantial capital losses.
Investors who previously ignored socially conscious investments are eyeing them now, an official with the Calvert Social Investment Foundation said last week.
Investors' voracious appetite for gold has started to skew valuations of the asset, leaving some advisers and money managers at odds over how best to use it in a portfolio.
A prominent group of registered investment advisers, angered by Charles Schwab & Co. Inc.'s recent decision to stop accepting custody of alternative investments, are threatening to move other assets from the San Francisco-based company.
In what might come as a surprise to the organization's members, the head of the mutual fund industry's biggest trade group last week said that he supports the idea of requiring all financial advisers to act as fiduciaries.
Advent Software Inc., a software and services provider to investment managers, has launched a new version of Tamale RMS, which centralizes data.
House Financial Services Committee Chairman Barney Frank called yesterday for creating an optional federal charter for life insurance companies.
The Financial Industry Regulatory Authority Inc. has created the Office of the Whistleblower to expedite the review of “high-risk” tips.
Captrust Financial Advisors of Raleigh, N.C., has lured Mark A. Davis, a 17-year-veteran of the retirement industry, to anchor the firm’s first West Coast office.
