Portfolio

A majority, 63%, of middle-class Americans thinks that the U.S. is in a double-dip recession, the First Command Financial Behaviors Index shows. Fifty-percent thought the U.S. had reverted back into recession last summer.

MassMutual has made a number of enhancements to its RetireSMART target-date and lifecycle funds, most notably adding mutual fund options to its target-date series. Previously, only separately managed accounts through a group annuity contract were offered as target-date funds.

U.S. ETFs are on a roll so far in 2011, according to State Street Global Advisors, which released its 2011 mid-year ETF outlook report on Thursday.

MassMutual has made a number of enhancements to its RetireSMART target-date and lifecycle funds, most notably adding mutual fund options to its target-date series. Previously, only separately managed accounts through a group annuity contract were offered as target-date funds.

Lately, I've seen more and better thinking about asset management than you could find in the previous 20 years in the profession and I think it may be time to give modern portfolio theory a makeover. In fact, I think this fits a long-standing historical pattern.

Federated Investors has absorbed $100.6 million in assets from the Tributary International Equity Fund and merged them into the Federated International Leaders Fund, a fund will a similar mandate and that invests in high-quality foreign companies that appear to be undervalued.

Need a reason for optimism about the U.S. economy? The Hartford’s chief investment strategist for wealth management has six.

There are two gigantic economic crises weighing heavily on the minds of investors and government leaders right now: the raising of the debt ceiling and the risk to the country’s venerable AAA sovereign debt rating.

As Europe stemmed fears of contagion from Greece’s default by arranging voluntary rollovers of private bonds and the United States hammers out a deal over its debt ceiling, stocks tentatively moved up in Tuesday trading.

While many asset managers continue to fail to connect meaningfully with registered investment advisors, many are turning to such digital media as micro websites, social media and mobile applications, according to a new report from Financial Research Corp., “Winning Strategies for Marketing and Distributing to the RIA.”