Special Program Root Tag

  • Prudential Retirement has launched a website dedicated to assisting plan sponsors and advisers help Americans put aside the money they’ll need for retirement and guarantee a sustainable source of income throughout its duration.

    November 14
  • M&A

    Corporate acquisitions using overpriced shares of stock rarely do much to cushion the decline the shares eventually suffer, according to a new study.

    November 14
  • Every recognized profession has its top colleges. Medical and law schools in the U.S. date back to the 18th century. As a much more recent profession, financial planning has spent much of the last four decades developing its own system of education and professional certification. As many of the current crop of planners near retirement, they don't have to look too far to figure out where the next generation will come from. The answer is in all the schools. Not only has the number of programs been on the rise - up 15% since the past year and a half, according to the CFP Board - but enrollment in the programs themselves has generally been increasing, too. With so many CFP Board-registered programs out there, Financial Planning focused on 10 worthy institutions. We talked to veteran planners and industry leaders to get a sense of which 10 programs belonged in an overview. Our list is not a ranking. Like this survey itself, the information we've gathered is just a starting point. Think of it as Financial Planning Education 101, an introduction.

    November 14
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  • Money Management Executive

    More than $1.2 trillion has been redeemed from equity mutual funds since September 2008, and retail outflows year-to-date through September have surpassed $89 billion-on pace to be greater than all of the money that fled mutual funds in 2008, said Ron O'Hanley, president of asset management and corporate services at Fidelity Investments.

    November 14
  • Money Management Executive

    Financial organizations continually strive for a straight-through processing (STP) model, where the data is entered into a single system once, and then sent via interface to multiple downstream systems within the investment architecture.

    November 14
  • A ray of hope flashed across Twitter, amid the unrelenting, assaulting news on jobs, debt, housing, foreclosures and bankruptcies-from Jim Cramer's usually derisive TheStreet.com, of all places.

    November 14
  • Mirae Asset Global Investments, a specialist in emerging markets, has named Peter Graham president of the Mirae Asset Discovery Funds, responsible for overall strategies and progress towards its goals.

    November 14
  • Money Management Executive

    What if a fund manager could eliminate the custodian bank when it lends securities to a broker overnight?

    November 14
  • So it is coming down to this: a capital buffer or a floating net asset value.

    November 14
  • Money Management Executive

    BOSTON-When it comes to mutual fund wholesaling, social media connections are coming to the forefront. Yet this still is very much a next-generation game. Sales and distribution today are still all about in-person connections.

    November 14
  • Money Management Executive

    Deutsche Boerse Chief Executive Officer Reto Francioni said Monday in public comments that there is little overlap in trading conducted on its Eurex derivatives exchange with that conducted on NYSE Euronext’s Liffe exchange.

    November 14
  • Money Management Executive

    After a third quarter in which markets skidded and tumbled to the close, Treasuries were in their glory. The U.S. long government bond category was the only one whose performance was in the double-digit range. It catapulted to 27.9%, zooming past the second best group, Muni California Long, which was up 4.5%. Long bets on Treasuries comprised the top three, and were up 4.3%.

    November 11
  • Affluent investors are very much in tune with the state of the nation, and except for some attractive stock valuations, they don’t like what they see. These was the main finding of a survey that Fidelity Investments took of 3,000 affluent investors, polling them in person or via a webinar at an Inside/Out Roundtable at 85 Fidelity Investor Centers nationwide.

    November 11
  • When it comes to saving for their retirements, more and more Americans admit they’re not saving enough -- or not earning enough -- to ensure they’ll have the cash they’ll need to ride out their golden years in style.

    November 11
  • In the wake of the financial meltdown of 2008, an increasingly persistent attack on money market mutual funds is underway. Present and former high government officials, academics, and some editorial writers have joined the fray, each offering their own approach for reengineering the money fund industry.

    November 11
  • Money Management Executive

    Investors may be fleeing from mutual funds that invest in U.S. stocks for the long haul. But that does not mean they’re fleeing U.S. stock funds.

    November 11
  • Fidelity Investments has introduced two new emerging markets funds, the Fidelity Total Emerging Markets Fund and the Fidelity Emerging Markets Discovery Fund. The first fund invests in equities and bonds, the second in small- and mid-cap stocks.

    November 10
  • J.P. Morgan Asset Management is proposed a fundamentally different approach to defined contribution plans by stripping down offerings a complexities to a menu of just three choices: a diversified stock portfolio, a diversified bond portfolio and one offering diversified cash alternatives.

    November 10
  • Money Management Executive

    Ultra-high-net-worth individuals in North America, or those with a net worth of $30 million or more, will outpace UHNW individuals in Asia-Pacific through 2032, according to Wealth-X’s “World Ultra Wealth Report 2011,” released Thursday.

    November 10
  • WASHINGTON — For more than a year, Republicans have been hammering Democrats for what they say are the hefty economic costs of new financial regulations.

    November 10