Portfolio

A new survey by the Investment Company Institute finds that most Americans are still confident that their 401(k) plans can help them reach their retirement goals, but last year's 31% average drop in account balances has also highlighted the need for improvements to this popular, critical retirement vehicle.

The fundamentals of what advisers need from wholesalers are changing, and wholesalers have no choice but to adapt. Our research at kasina concludes that wholesalers should focus on serving advisers' needs for:

The mutual fund industry should proudly celebrate Americans' 73% approval rating for 401(k)s, according to an Investment Company Institute report, "Enduring Confidence in the 401(k) System."

Morningstar Names Managers of the Decade

NEW YORK -- It's difficult to determine what something is worth if no one is buying or selling it.

The mutual fund industry should proudly celebrate Americans' 73% approval rating for 401(k)s, according to an Investment Company Institute report, "Enduring Confidence in the 401(k) System."

The banking company's fourth-quarter earnings quadrupled as it continued to see strong growth from its asset management business.

Glenmede’s growth strategy is a little bit boring, but that is just the way the Philadelphia-based investment and wealth management company’s new chief executive officer likes it.

Investors who put money into a real estate investment trust at the beginning of 2000 earned higher returns by the end of the decade than from their investments in any other equity sector.

As investors became more cautious in 2009 they moved their money away from U.S. equity funds and into bond funds.