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State Street Corporation today unveiled the State Street Fund InsightsSM Valuation Toolkit to provide timely industry insights for fund managers and directors and help them better manage data.

Securities and Exchange Commissioner Elisse Walter told fund executives gathered at the ICI Mutual Funds conference to stop discussing the reform of money market mutual funds through “a public volley of slogans.’’

Commissioner Elisse Walter told fund industry executives Monday to re-engage with the Securities and Exchange Commission on a new round of reform of money market mutual funds – and end its “unconstructive disengagement’’ on the subject.

High-net-worth investors who are intently interested in those opportunities should pay particular attention to time horizons and investment styles.

The company with the best retirement plan in New York is Deloitte, according to investment analytics firm BrightScope’s ranking of the top 25 New York City area 401(k) plans.

On April 6, the comment period on FINRA’s proposed changes to its BrokerCheck system will close, though there is still much debate and controversy about some of the proposed changes. Compliance consultant and securities attorney Jennifer Woods Burke shares her thoughts on the subject with Financial Planning.

Twenty-somethings are struggling under a mountain of debt averaging $45,000, according to a survey released today by PNC.

Marketing expert Marie Swift says keeping your client pipeline full is both an art and a science. Here are some three things advisors should be doing now to prevent a dry spell.

Janney Montgomery Scott has added two advisor teams from Morgan Stanley Smith Barney, picking up $380 million of client assets in the process.

The SEC might just kill the patient it is trying to cure, according to Karrie McMillan, general counsel of the Investment Company Institute.

Mutual funds may soon report not just to the Securities and Exchange Commission but the Commodity Futures Trading Commission as well, in some circumstances.

The liquidity of mutual funds and exchange-traded funds, as well as their operating costs, could be collateral damage, depending on how the Volcker Rule precluding proprietary trading by banks gets implemented, Investment Company Institute general counsel Karrie McMillan will argue Monday at the 2012 ICI Mutual Funds and Investment Management Conference in Phoenix.

State Street Global Advisors began trading the SPDR Barclays Capital Short Term High Yield Bond ETF on the NYSE Arca. The new SPDR ETF offers investors access to high yield corporate bonds with short durations. Its annual expense ratio is 40 basis points.

Investment analytics provider BrightScope unveils its second annual rankings list of New York City area companies that have 401(k) plans with more than $100 million in assets.

The liquidity of mutual funds and exchange-traded funds, as well as their operating costs, could be collateral damage, depending on how the Volcker Rule precluding proprietary trading by banks gets implemented, ICI general counsel Karrie McMillan will argue Monday at the 2012 ICI Mutual Funds and Investment Management Conference in Phoenix.

Securities and Exchange Commission proposals to require capital buffers and embargoes on withdrawals or to let the net asset value of money market funds float could destroy the gains made by reforms enacted in 2010 , ICI general counsel Karrie McMillan will proclaim Monday at the 2012 ICI Mutual Funds and Investment Management Conference in Phoenix.

The Commodity Futures Trading Commission will introduce duplicative and inconsistent regulation if it persists in bringing mutual funds under its purview, ICI general counsel Karrie McMillan will assert Monday at the 2012 ICI Mutual Funds and Investment Management Conference in Phoenix.

Fenimore Asset Management has promoted 20-year veteran Debra Perez to senior vice president, responsible for long-term strategic planning and growth of investment vehicles and services.

With interest rates at historic lows, figuring out fixed-income strategies for clients is no simple task. And never mind what can happen when inflation picks up.

Putnam Investments has named Scott C. Sipple as head of investment product management and development, responsible for overseeing the firm's equity, fixed income and global asset allocation product management and development teams.