Money Management Executive Latest News

An index fund, by design, is intended to simply replicate the movement of stocks in a particular financial index, such as the S&P 500.

J.P. Morgan Asset Management has hired Michael Falcon as a managing director and head of retirement in the United States and Canada.

For this special edition of Money Management Executive to be distributed at Information Management Network's "Super Bowl of Indexing" in Phoenix this week, we spoke with Joseph Keenan, managing director, global financial institutions, BNY Mellon Asset Servicing, on the future of exchange-traded funds.

The competition between two service providers to automate order routing and settlement for investment funds in the United Kingdom is heating up.

Salient Partners LP, a $16 billion Houston-based wealth manager, has agreed to buy RDG Capital LLC, a Houston boutique wealth advisory firm.

Twenty-three percent of middle-class IRA remained undecided in October about converting to an IRA, according to a study by First Command.

Currently wirehouse market share is at 56% of total fee-based managed account assets, but Cerulli Associates predicts that managed account market share for wirehouses will tumble to 50% by 2014.

ETF Securities’ ETFS Physical White Metals Basket Shares (WITE) began trading on the NYSE Arca Friday.

Investment advisors who think they can outsmart the Securities and Exchange Commission had better think again.

Maybe the app will be renamed iVote.