Mutual funds that charge redemption fees will not qualify as default investments under the Department of Labor's recently announced final rules.
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.
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.
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.
The IRS is investigating how private-equity and hedge fund managers account for themselves.
U.S. employers added 166,000 workers in October, a sign that the jobs picture remains strong in the face of a housing collapse and the credit crunch.
Sources say the firm has been asking hedge funds to take on mortgage-related securities.
S&P rolls out a new online service, MarketScope Advisor, and Skype, Logitech, and Intel team up on video calling.
