Money Management Executive Latest News

The formula employers use for their matching contributions in their 401(k) plans serves as a strong cue to workers for how much to contribute, analysis by The Principal finds.

In an effort to bring more content to advisers, Putnam Investments announced Tuesday it launched an online wealth management center.

October saw inflows into equity funds for the first time since April, according to new data from the Investment Company Institute (ICI), increasing 3.7% from September to $5.3 trillion.

Bank of America Merrill Lynch introduced a cross-market measure of risks to financial markets that it is calling the Global Financial Stress Index.

Putnam Investments has significantly reduced the expense ratios on its four absolute return funds since they now have more than $2.6 billion in assets, Putnam announced Monday.

The U.S. Department of Labor’s Employee Benefits Security Administration on Monday proposed disclosures on target-date funds offered in 401(k) plans.

AllianceBernstein has partnered with three leading insurers—AXA Equitable, Lincoln Financial Group and Nationwide Financial—to provide guaranteed income for target-date funds in large 401(k) plans.

Retirees will be rolling over $303 billion a year over the next few years, according to Pershing, and with this tremendous opportunity at hand, the company has issued a report for financial advisers called, “The Secret Knock: Unlocking the Retirement Opportunity.”

J.P. Morgan Funds is making its J.P. Morgan Insights podcasts available to iTunes visitors through any computer that hosts iTunes, or via Apple TV or portable devices iPod, iPhone or iPad.

The stock market is on a roll, according to TD Waterhouse’s 2011 Investment Outlook.