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Dynasty hires Scott D. Welch to be chief investment officer
Service provide plans to expand investment opportunities for its network of advisory firms
4 ways to keep clients' portfolios from getting taxed to death
Your clients will appreciate it if you help them avoid the 43.4% tax bracket
Jeffrey Gundlach places big bet on Puerto Rico
DoubleLine Capital chief more than doubles holdings in island's junk-rated debt.
Harnessing the power of tax-exempt income via municipal bonds
The value of tax-free income has gone up but investors should avoid high-grade bonds on the short to intermediate part of the yield curve.
Separately managed accounts ranked by fourth-quarter returns
Find out which separately managed accounts fared the best in the fourth quarter of 2014, across each major sector.
Wealthy investors loving U.S. stocks
Investors continue to see domestic stocks as the best thing going: Legg Mason survey.
From stocks to bonds, the strong dollar hits global markets
Societe Generale economist says the 'dollar economy' is going the wrong way.
For investors seeing bond yields slip, munis offer solid alternative
Strategy: Be greedy when other muni bond investors get fearful and don't worry when Treasury yields begin to pick up.
The best- and worst-performing target date funds
The latest data on target date funds through the fourth quarter of 2014, including a look at how J.P. Morgan has thrived in the space.
Bond investors pessimistic as U.S. economic growth improves
Lack of wage growth stoking fears of disinflation while Fed prepares to lift interest rates
Monitoring investments doesn't end
Supreme Court is reviewing a decision on the responsibility of plans to continually watch costs
Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets
What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach.
Vanguard to offer its first muni-bond ETF
The company expects the tax-exempt index fund to be available by the end of June.
Puerto Rico investors sue UBS for $4.5 million
Claim says UBS mismanaged a trust to keep monies invested in closed-end bond funds.
The latest separately managed account data
U.S. large-cap equity Product3Q return1-year return3-year return5-year return5-year std dev5-year Sharpe ratioAssets ($M)ManagerLocationMellon Capital Management - Large Cap Growth Strategy3.53%26.02%25.87%18.57%15.46%1.2$1,265.0 TeamPittsburghLegg Mason, Inc. - ClearBridge Large Cap Growth ESG