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Advisors are more confident than they have been since January, but they still report being concerned over the disconnect in the marketplace, according to The Advisor Confidence Index (ACI), a benchmark that gauges advisor views on the U.S. economy and stock market.
July 25 -
A total approach to financial planning that looks at everything from taxes to 401(k) accounts is an important part of the practice of Troy Von Haefen, founder and owner of Von Haefen Financial Management in Nashville, Tenn.
July 25 -
For many employees faced with the prospect of having to save for rising healthcare costs and for retirement, it's important to understand that it doesn't necessarily have to be an either/or decision.
July 25 -
Vanguard Group is extending its Admiral low-cost shares to six additional domestic equity index funds, effective September. The new fees will range from 10 basis points to 21 basis points.
July 25 -
Nationwide Funds Group has launched the Nationwide Alternatives Allocation Fund, a passively managed mutual fund that will invest in seven alternative asset classes: global real estate, emerging market debt, emerging market stocks, commodities, TIPS, international bonds and high-yield bonds.
July 25 - Money Management Executive
BNY Mellon has launched the Workbench Mobile application for the iPad.
July 25 -
Precidian Investments, formerly known as Next Investments, has launched the Maxis Nikkei 225 Index Fund, an exchange-traded fund that Precidian says is the first U.S-listed ETF based on the Nikkei.
July 25 -
Forward Management has introduced no-load share classes on three of its real estate and infrastructure funds, in an attempt to make alternatives more accessible to investors.
July 25 -
Wasatch Advisors has named Eugene “Gene” Podsiadlo director of mutual funds.
July 25 -
Faithshares is getting out of the Christian values exchange-traded fund business, confirming this week it will shutter its last remaining religious values-based ETF, the Christian Values Fund ETF (FOC), sometime next month.
July 25
