Special Program Root Tag

The Aquila Group of Funds has appointed Craig DiRuzzo as a regional sales manager focusing on the Tax-Free Fund of Colorado, a municipal bond fund that invests in Colorado’s municipal and state projects, and Aquila’s two nationally distributed mutual funds – Aquila Three Peaks High Income Fund and Aquila Three Peaks Opportunity Growth Fund.

State Street Global Advisors today marked the twentieth anniversary of the first exchange traded fund, the SPDR S&P 500 ETF (SPY) by reminiscing on the early years of the SPDR S&P 500 ETF.

Russell Indexes today launched the Russell High Efficiency Defensive Indexes, which it touts as “the first and only series of low volatility benchmarks to offer low targeted tracking error.”

Ever popular ETFs finished 2012 on a strong note.

Stock funds started the year with a bang.

If you want better new hires, improve interview process.

Russell is looking for a new director of defined contribution.

A meeting at the $79 billion Oregon Investment Council (OIC) last Wednesday resulted in two new investments, Jeff Sinks, communications director for the Oregon State Treasury, confirmed to Investment Management Mandate Pipeline, a sister publication to Money Management Executive.

Hatteras Funds earlier this month announced that its Hatteras Managed Futures Strategies Fund (HMFIX, HMFAX) is now available on the Charles Schwab Mutual Fund OneSource Platform.

A good old-fashioned team meeting can help prevent errors that stem from miscommunication.

What type of investments do you avoid? Do your clients understand why?

John M. “Jack” McCarthy, who became a widely quoted stock market bull during a 32-year career at Lord Abbett & Co., where he managed the flagship Affiliated Fund (LAFFX), has died. He was 85.

News headlines today are riddled with fines and lawsuits against some of the biggest financial brands in the world, even as regulators crack down and push major legislative overhauls into implementation, such as 2010 Dodd-Frank Wall Street Reform Act in the U.S. and Retail Distribution Review (RDR) in the UK.

Pioneer Investments is reshuffling its fund lineup including reorganizing four domestic equity funds and liquidating another.

Are you neglecting women clients and their specific needs in the financial planning process?

You’re great at talking to clients, right? Now make that skill translate for the camera.

First, there was the Great Recession.

Newtown, Mass.-based F-Squared Investment Management has grown almost 10-fold within the last two years.

Stock funds started the year with a bang.

Earlier this month, Goldman Sachs started the congo line, which quickly formed to include other money market fund players such as J.P. Morgan Funds, BlackRock Fidelity Investments, Federated Investors, Reich & Tang and State Street Global Advisors, all of whom have announced plans to publish the market value of assets in their funds everyday, while keeping the net asset values in their funds priced at $1 a share.