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The Money Management Institute (MMI) has hired data management vendor Coates Analytics to help the Institute in an initiative to compile the sales, distribution and other information of its broker-dealer sponsors and money managersall on one system.
February 13 - Money Management Executive
The fund services industry association said it is creating a store of white papers, surveys, research and other informational resources in a store of knowledge online.
February 13 -
A year ago, the firms more than 4,000 advisors in the United States had to manually submit each post in advance for review. Now, Raymond James Financials has automated the compliance and publishing process, to speed up communications with customers.
February 13 -
Floating Ideas on Where the Buck Stops
February 12 -
The 30th Annual National Investment Company Service Association Conference & Expo opens Monday, with the intent of helping fund companies learn how to be Engaging Investors in a Hyper-Connected World. Heres an introductory look.
February 10 -
Mitchell Expands Sales Team at Leuthold Group; King and McIsaac Added to Vanguard Leadership Team; Velotta Among Multiple Promotions at Cohen Fund
February 10 -
Target-date series assets, as well as the number of target-date series, have doubled in recent years.
February 10 -
More than six in 10 advisors predicted market gains greater than 5%, a sentiment that has increased from just three weeks ago.
February 10 -
50% of Money Market Clients Fear NAV Fluctuation; Fixed-Income ETPs Experience Record Inflow; Vanguard Targets Gen Y Looking to Retire in 2060
February 10 -
Getting a piece of the action in Facebook's first offering of stock to the public is all the rage.
February 10 -
Three new exchange-traded funds aim to use wild stock market swings, like those of the last few years, to automatically cut losses and improve investor returns.
February 10 -
Jennifer Grancio is managing director and head of global business development for iShares, the exchanged-traded fund business of BlackRock. Grancio is also a member of the Global iShares Executive Committee and BlackRock's Americas Executive Committee.
February 10 -
The 30th Annual National Investment Company Service Association Conference and Expo opens today, with the intent of helping fund companies learn how to be "Engaging Investors in a Hyper-Connected World.''
February 10 -
Following ProShare Advisors LLC roll out last month of the first 30 year breakeven inflation ETFs, the company now offers a 10 year version.
February 10 -
ProShares Trust has expanded Citigroups regulatory administration services contract to include the alternative investment managers exchange traded funds.
February 10 -
Less than half of Generation X and Y investors plan to contribute to their Individual Retirement Account (IRA) funds for the 2011 tax year, according to new survey results published by T. Rowe Price.
February 10 -
Thanks to this strong yearly start in stocks, the typical plans funded status reached 74.1%, according to BNY Mellon Asset Management.
February 9 -
At the end of last years fourth quarter, the average 401(k) balance was up almost 8% from the prior quarter, to $69,100. Fidelity Investments president of workplace investing, James M. MacDonald, called these results encouraging.
February 9 -
A recent MFS Investment Management survey reveals that the past few years of economic uncertainty continue to take their toll on younger investors confidence in their retirement plans.
February 9 -
Credit Suisse said its Wealth Management clients contributed net new assets of $4.4 billion in the fourth quarter, even as its investment banking business took a steep plunge that led to a loss for the company as a whole.
February 9
