News Feed

High-net-worth investors are focused on preserving wealth rather than taking short-term risks in today’s volatile markets.

Flexibility. Tactical allocation. Macroeconomic analysis.

S&P Capital IQ mutual fund analyst Todd Rosenbluth highlights three five-star mutual funds for advisors and analysts to keep an eye on this year.

Affluent pre-retirees with investable assets of at least $100,000 are more comfortable staying in the market than they were two years ago, a report from Phoenix Marketing International shows.

Vanguard this week announced plans to introduce two international bond index funds for U.S. investors. The two funds -- Vanguard Total International Bond Index Fund and Vanguard Emerging Markets Government Bond Index Fund -- are expected to be available in the first quarter of 2012 pending review of the registration statements by the SEC.

IndexIQ has expanded its IQ series of 16 funds with the IQ Global Alternatives ETF Model Portfolio. The investment vehicle uses liquid, transparent, low-cost alternative exchange-traded funds to achieve diversification, growth of capital and low volatility.

What is there to do on LinkedIn everyday? As it turns out, there are several powerful free tools that can help advisors market their practices as well as help them search effectively for new clients. Financial Planning senior editor Donna Mitchell says that planners who aren’t taking advantage of these functions (remember: they’re free) probably should be.

Wells Fargo Advisors has snapped up a financial advisor team from Morgan Stanley Smith Barney in Edmond, Okla.

Highland Funds Asset Management has launched the Highland Alpha Trend Strategies Fund, a global fund that will invest in country- and region-specific exchange-traded funds as well as take long and short positions in equity indexes. The fund aims to invest in areas with low correlation and volatility.

Mercer’s U.S. outsourcing business has begun including retirement income from Financial Engines in its defined contribution platform. Financial Engines says its Financial Engines Income+ is the first retirement income solution designed specifically for 401(k) plans.