SRI is no longer just for tree-huggers, but keep in mind: Your responsibility is to your client and their financial health, not their social cause or even planet earth.

The wirehouses may still have the biggest share of the assets, but the independents are right on their heels. In the first quarter of this year, long-term mutual fund assets grew at a faster pace at the independent broker/dealers, regionals an...

Advisors have traditionally steered clear of socially responsible investment funds, but some SRI funds excel in downturns. Many investors—with no interest in SRI—are starting to notice.

HighMark announced a big shift away from the mutual fund business today, selling many of its funds to Nationwide Financial and New York-based Reich & Tang.

Some managers are rolling out long/short bond funds meant to hedge against rising interest rates. But the success of their strategy rests on a market call, and no one can predict when rates will rise.