- Money Management Executive
The second iteration of the European Markets in Financial Instruments Directive is supposed to fix what was wrong with the first version, adopted in 2007.
December 5 - Money Management Executive
For financial advisers, the introduction of iPad over the past year has changed everything. Notoriously resistant to new technologies, advisers have become envious of the remarkable advancements taking place in the consumer tech market.
December 5 -
The second iteration of the European Markets in Financial Instruments Directive is supposed to fix what was wrong with the first version, adopted in 2007.
December 5 -
Since the financial crisis and Great Recession, 401(k) plans have undergone dramatic shifts. To foster diversification and greater participation, 51% of participants in Fidelity Investments' 401(k) plans are in automatically enrolled plans, up from 16% five years ago, and 73% of the plans use target-date funds as the default, up from 11% in 2006.
December 5 - Money Management Executive
Standard & Poor's famously downgrades its rating of U.S. debt for the first time on Aug. 4. Investors pull out of equities and park their proceeds in ... U.S. Treasury bonds.
December 5 -
PHOENIX, Ariz. – He blew right by me. On one leg.
December 4 -
The operators of the Hong Kong Exchanges are taking steps to enter the index business, toward creating benchmarks of the performance of stocks on mainland China and in emerging markets, such as Russia, Brazil, India and South Africa.
December 4 -
Fidelity Investments has filed with the Securities and Exchange Commission Dec. 1 to offer a broad range of domestic and international equity and fixed income exchange-traded funds – putting to rest longtime speculations as to when, not if, Fidelity would enter the ETF market.
December 4 - Money Management Executive
Investors pulled $20.4 billion out of stock mutual funds in October, 52% more than the $13.4 billion they withdrew in September, according to the Investment Company Institute’s monthly survey of the mutual fund industry. But most of that money went back into bond funds and hybrid funds, which took in a combined $16.3 billion for the month.
December 4 -
Neuberger Berman has placed Fayad Abbasi, an analyst at the center of a federal insider-trading probe, on paid leave. However, a Neuberger Berman spokesperson told The Wall Street Journal that the company was unaware of Abbasi being named in the investigation
December 4 -
Fidelity Charitable on Thursday rolled out GivingCentral, an online adviser platform, and a dedicated adviser service team.
December 1 -
The Expect Miracles Foundation – Financial Services Against Cancer Thursday announced its 2012 Expect Miracles Awards, sponsored by American Century Investments. This will be the program’s third year. Entries are being accepted through March 5.
December 1 - Money Management Executive
For financial advisers, the introduction of iPad over the past year has changed everything. Notoriously resistant to new technologies, advisers have become envious of the remarkable advancements taking place in the consumer tech market.
December 1 - Money Management Executive
Lincoln Financial Group has launched a new, $20 million advertising campaign created by Gyro of New York.
November 30 - Money Management Executive
Long-term mutual funds took in $1.40 billion in the week ended Nov. 22, the Investment Company Institute said Wednesday.
November 30 -
Principal Funds has launched the Principal Global Multi-Strategy Fund, which will invest in alternative strategies through specialist sub-advisors to provide income, while combating inflation and market volatility.
November 30 -
The Pension Protection Act of 2006 is having a positive effect on 401(k) plans, Fidelity Investments said Wednesday.
November 30 - Money Management Executive
Many mass affluent investors have not seen their financial situations improve in the past year, and list not saving more toward their 401(k) plans and children’s college funds as top regrets, according to a new report from Bank of America.
November 30 -
Nearly two-thirds, 63.8%, of plan sponsors have changed the investment lineup in their 401(k) plan in the past year, up markedly from a mere 20% in 2008, according to the Profit Sharing/401(k) Council of America.
November 29 -
The Conference Board Consumer Confidence Index surged 15.1 points in November to 56.0, up from 40.9.
November 29