Portfolio

More retirement think tanks are getting on board with the idea of including annuities in 401(k) plans, but so far, only a handful of large employers have this as an option.

The SPARK Institute has released the “Universal Small Employer Retirement Savings Program” report, in which it explains how universal plans would be less expensive and easier than automatic IRAs.

Vanguard Group plans to spend more on advertising this year as it increases its spending on targeted marketing online.

In an effort to sell more products through financial advisers, Fidelity Investments announced Monday that it plans to reorganize hundreds of its employees.

More than half of ads will run online.

Fidelity Institutional has formed a new centralized client experience organization to improve service for registered investment advisors, broker/dealers, traders and family offices.

Proposed legislation by the Securities and Exchange Commission to have single family offices register as investment advisors is part of the financial regulatory reform negotiations currently being debated in the Senate.

Proposed new hedge fund rules in Europe would limit access to the market for fund managers and custodian banks outside the EU, U.S. Treasury Secretary Timothy Geithner has argued. Nonetheless, the European Commission is pressing ahead with the new rules.

NEW YORK -- Experts predict equities and equity mutual funds could have a double-digit rally later this year -- if investors respond as they should and flee a future correction in the bond market.

Investors continue to stuff municipal bond mutual funds with cash, supporting bond prices even as by some measures they are nearly as expensive as they have ever been.