Portfolio

After a New York Times story about the Obama administration promoting the use of fixed annuities to help middle-class savers in defined contribution (DC) plans manage longevity risk, research and advisory firm Aite Group took a look at what this will mean for insurers.

RR Donnelley has added another mobile application to its suite for mutual fund and annuity companies, broker/dealers and financial advisers, the iCOMPLi iPhone app that makes it possible to send a SEC-compliant prospectus, summary prospectus or statement of additional information to an investor.

But some analysts are skeptical of the impact its new online pricing is having.

With investor trust declining it may seem like a bad time to launch a new asset management firm, but that’s exactly what Balentine has done.

Old Mutual Global Index Trackers has launched the GlobalShares FTSE Developed Countries ex-U.S. Fund, an exchange-traded fund trading on the New York Stock Exchange.

New regulations are aimed to boost resilience of money market funds.

Charles Schwab has selected State Street Corp. to support its eight new exchange-traded funds with custody, fund accounting, fund administration and transfer agency services. Sin e2005, State Street has provided Schwab with custody, fund accounting, fund administration and securities lending services.

Environmentally friendly investing is more difficult than ever. One problem is that most advisors are not ready to answer all the questions clients might throw their way.

T. Rowe Price has launched the Global Infrastructure Fund, a long-term growth fund that will invest in infrastructure-related companies around the world, including the U.S. It is available as a no-load mutual fund or through adviser class shares.

T. Rowe Price has launched the Global Infrastructure Fund, a long-term growth fund that will invest in infrastructure-related companies around the world, including the U.S. It is available as a no-load mutual fund or through adviser class shares.