Portfolio

More than one-third of the nation’s largest pension plans and institutional investors believe that traditional investing approaches will not be effective in 10 years.

Although most of your clients are focusing more on retirement planning and taking the necessary steps to prepare, there are some danger signs advisors and clients must be ready for.

State Street Global Advisors—through SPDR ETFs, the firm’s exchange-traded funds platform— has launched the first ever ETF in Europe to track the S&P 500 Low Volatility Index.

The exchange-traded funds industry continues to boom, as assets under management topped a record $1.29 trillion as of the end of the third quarter of this year, according to the ETF Snapshot: September 2012, from State Street Global Advisors.

The tax-exempt market ended Tuesday weaker, continuing a sell off that began Friday after almost three weeks of gains.

Kanaly Trust, a Houston wealth manager with approximately $2 billion in assets under management, announced it will be acquired by Lovell Minnick Partners, a private equity firm that provides buyout and growth capital to companies in the financial services industry.

Eleven months ago, Pacific Investment Management renewed its contract with State Street to manage its investment operations, on an outsourced basis.

Curian Capital has hired Amy Temkin as vice president of strategic accounts to lead Curian’s Strategic Accounts team on driving sales and forming long-term strategic with broker-dealers.

Advisors report that annuities are requested by clients more than any other unsolicited product, according to a new study from Cerulli Associates.

ICI president and CEO Paul Schott Stevens and ICI Global Managing Director Dan Waters today fired back at IOSCO’s report on money market funds that includes a number of regulatory recommendations.