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  • IndexIQ Hedge Fund Benchmarks Surge 3% in January

    February 8, 2012

    The seven hedge fund benchmark indexes operated by alternative investment manager IndexIQ on average rose more than 3% in January, according to January 2012 performance data released by the firm.

  • NYSE Euronext: January Down 17%, But Beats December

    February 8, 2012

    NYSE Euronext said trading activity on its derivatives and stock exchanges fell more than 17 percent in January, compared to a year ago. But volume was up from December.

  • Sitting Out the Facebook IPO

    February 7, 2012

    With a projected valuation of as much as $100 billion, Facebook’s imminent IPO may portend great things for social media. But many planners feel less bullish about its prospects for delivering investment returns.

  • 50 Funds Will Have Facebook Shares

    February 6, 2012

    Morningstar research finds that 50 mutual funds have stakes in Facebook. Here’s who has them.

  • Wealth Watch: Facing Up to Facebook

    February 3, 2012

    It's the year's hottest initial public offering, but some wealth managers find themselves having a hard time recommending Facebook to their clients.

  • January Defect: 5 Worst-Performing Dow Stocks

    February 1, 2012

    For some stocks, the January Effect never took hold. Here's a look at the five Dow component stocks that lost the most ground in the first month of the year.

  • January Effect: 5 Best-Performing Dow Stocks

    February 1, 2012

    Whether it’s the by-product of those Wall Street guys reinvesting their legendary end-of-the-year bonuses or individual investors jumping back into the market after selling for year-end tax reasons, the Dow typically takes flight in January. Here's a closer look at the five best-performing Dow stocks last month.

  • New Horizons: Target-Date Funds Get Customized

    February 1, 2012

    Custom target date funds are proliferating at the expense of their off-the-shelf counterparts. That’s due to plan sponsors wanting to have greater control over what’s in a fund.

  • 10-Year Outlook for Global Stock Market? Not Bad, Vanguard Says

    January 31, 2012

    The 10-year outlook for the global stock market is likely to be attractive despite elevated market volatility, below-average growth projections and short-term interest rates around 0% in the U.S. That’s according to the latest research from mutual fund manager Vanguard.

  • Fidelity EVP: 'Investors Frozen in Headlines'

    January 31, 2012

    Lynne A. Goldman, Fidelity Investments Institutional Services' executive vice president of investment product management and marketing, talks about how the business helps advisors help investors.

  • What Investors (and Advisors) Don’t Know About Risk

    January 30, 2012

    Invesco's director of investment product management says the market’s worst days are just as important as its best days, rebutting the belief that missing the market’s best days is the worst mistake an investor or an advisor could make.

  • A Closer Look at Top Tax Strategies on Fixed-Income

    January 30, 2012

    Here's a an early preview of Financial Planning’s February cover story examining the savviest strategies that top planners and other financial professionals are using to put the fix back into their clients’ fixed income.

  • Invesco Gains $27B in Assets in Fourth Quarter

    January 30, 2012

    Invesco reports total net inflows of $6 billion in its latest quarter.

  • T. Rowe Price Gains 5% in Average AUM

    January 30, 2012

    T. Rowe Price Group reported its fourth quarter 2011 results, including net revenues of $671.6 million, net income of $188.4 million, and diluted earnings per common share of $0.73.

  • Target-Date Funds Get Customized as Plan Sponsors Take Charge

    January 30, 2012

    Custom target-date funds are beginning to proliferate at the expense of their off-the-shelf counterparts. That’s due to plan sponsors wanting to have greater control over what’s in a fund and have access to a wider array of investments to put in them.