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After suffering stunning defeats across the board in 2008, equity fund portfolio managers are showing their mettle and proving their worth so far this year, with the average actively managed fund beating the S&P 500 by 4.85 percentage points, The Boston Globe reports.
August 11 -
Target-date funds are not only not created equal in terms of risk exposure, glidepath and performance but also in terms of fees, according to a recent report from Morningstar.
August 11 -
Investor confidence among affluent investors increased in July, according to monthly data released by Spectrem Group.
August 11 -
Morgan Stanley Smith Barney became the latest firm to place restrictions on the sale of leveraged, inverse and leveraged inverse exchange-traded funds.
August 10 -
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Despite this year's arduous business environment, independent RIAs remain optimistic, according to the results of Charles Schwab's 2009 RIA Benchmarking Study. In fact, 84% of advisers surveyed expect to grow moderately or faster over the next five years, with 35% predicting aggressive growth and 49% seeing growth at a more modest pace looking forward.
August 10 -
Political support for the Obama administration's regulatory reform plan is faltering, leaving many to question the Treasury Department's strategy for enactment.
August 10 -
The average return of U.S. equity mutual funds in the second quarter, a stunning 19.77%, was certainly welcome news, but it gave investors absolutely no reason to believe the stock market was turning around. After all, what fundamentals were there?
August 10 -
In order to survive this marathon recession, experts say fund companies will need lean cost management operations with the stamina to endure prolonged, stagnant growth.
August 10