Special Program Root Tag

Responding to the even playing field that Regulation Fair Disclosure has largely made of investing since it was put into place in 2000, brokers are now matching mutual fund portfolio managers and other institutional investors with industry experts, The Wall Street Journal reports.

New York Attorney General Eliot Spitzer filed a lawsuit against two hedge funds and their principals for fraudulently timing mutual funds through Security Trust Co.

Here's the plan: Work 40 years, contribute to a company-sponsored 401(k) plan, retire and begin a life of leisure.

International and value stocks are poised to do well in the coming year, while growth stocks will continue this year's flat path. This is according to Columbia Management's 2007 Outlook webcast last week.

Although mutual funds can surely stake their claim to the lion's share of 401(k) plan assets, and exchange-traded funds have been the popular up-and-comers, separately managed accounts may soon be able to carve out a heftier piece of the 401(k) pie.

U.S. mutual fund managers are feeling more optimistic. A Merrill Lynch survey of fund managers found a significant change in tone by pros investing domestically.

Pennsylvania has selected Vanguard and Upromise to replace Delaware Investments as manager and recordkeeper, respectively, of its 529 college savings plan.

Transamerica Taps Barlow As Regional Vice President

The investment management industry is constantly developing new products and chasing new ideas to attract assets, and separately managed accounts have been no different. First came SMAs, and then, multi-style accounts followed by unified managed accounts.

American Century Investments is aiming lower: lower age investors, lower minimum investments and lower-cost financial goals.

Besides boosting investor confidence and stock prices, the rash of mergers and acquisitions is boosting the returns of mutual funds, the Associated Press reports.

Ten large-sized mutual funds with at least $250 million in assets are poised to beat the S&P 500 for the eighth year in the row, Bloomberg reports.

Talk of actively managed exchange-traded funds has existed for years, but now one company, ETFs LLC, actually has an application for one pending at the Securities and Exchange Commission, TheStreet.com reports. And the American Stock Exchange is working on creating one.

Legg Mason Inc. has renamed its mutual funds, including most Smith Barney and Salomon Brothers mutual funds, into Legg Mason Partners funds family. It is one of the last steps Legg Mason is taking in a rebranding effort to transition the funds and to create Legg Mason Partners as a unified and cohesive fund family.

Mutual fund managers are entrusted with a vast majority of Americans’ money; however, they don’t always have the best interest of their clients in mind, according to Forbes columnist Laszlo Birinyi. An investor should be able to pick stocks and manage their mutual funds themselves as well as a manager.

Investors might be contemplating which option is better, a bond mutual fund or a money market fund. It is a tricky answer, especially when the usual pattern of interest yields is out of whack, as it is right now, according to Bloomberg columnist Chet Currier.

International and value stocks are poised to do well in the coming year, while growth stocks will continue this year's flat path. This is according to Columbia Management's 2007 Outlook webcast last week.

Although mutual funds can surely stake their claim to the lion's share of 401(k) plan assets, and exchange-traded funds have been the popular up-and-comers, separately managed accounts may soon be able to carve out a heftier piece of the 401(k) pie.

U.S. mutual fund managers are feeling more optimistic. A Merrill Lynch survey of fund managers found a significant change in tone by pros investing domestically.

Pennsylvania has selected Vanguard and Upromise to replace Delaware Investments as manager and recordkeeper, respectively, of its 529 college savings plan.