Portfolio

In an effort to capitalize on what some have dubbed “the Year of the Roth,” Huntington Bancshares’ wealth management arm is planning a direct-mailing campaign for a targeted group of customers.

Basing the awards on superior risk-adjusted results and shareholder stewardship, Morningstar has named its Fund Managers of the Decade, bestowing the honors on PIMCO’s Bill Gross, Fairholme’s Bruce Berkowitz and Oakmark’s David Herro, respectively, for fixed income, domestic equity and international equity.

Among the many metamorphoses the advent of taxable Build America Bonds was anticipated to induce in the tax-exempt municipal bond market, one of the most important was the flattening of the yield curve. It has not happened yet.

The funds span a wide range of asset classes and sectors, including equity, fixed income, real estate and specialty securities.

The ongoing impact of the financial crisis, coupled with the specter of greater governmental oversight, will color the outlook for the life insurance industry in the year ahead, according to New York-based Ernst & Young’s Global Insurance Center 2010 U.S. Outlook.

Sponsors of 401(k) plans are determined to get their plans back on track in 2010 to avoid future market pitfalls, starting by taking a hard look at investment offerings and fees, Callan Associates found in its 2010 Defined Contribution Trends Survey.

As wealthy customers have started to reevaluate their financial situations, financial advisers at PNC Wealth Management have increased and improved their conversations with wealthy clients in an effort to retain and expand relationships.

Investors will continue to reallocate cash into the markets.

In 2009, mid-cap ETFs had the largest gain.

Societe Generale’s U.S. savings and investment retirement plan has selected Putnam Investments to manage its $220 million defined contribution plan.