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Wall Street Horizon said it will send dates and date changes within 1,000 milliseconds of announcement. Deutsche Boerse units extend pooling market to short-term funding. New York Portfolio Clearing launched a Portfolio Risk Interactive Margin Estimator. Credit Suisse releases a calendar roll algorithm for fixed-income trading. LCH.Clearnet gets a nonobjection to its foreign exchange clearing plan.
March 13 -
Pension fund managers should consider managing for a total outcome rather than focusing on the returns of individual strategies or asset classes to respond to the volatility and risk now plaguing their plans, according to a paper recently released by State Street Global Advisors.
March 13 -
Paul Schott Stevens, president and CEO of the Investment Company Institute, said the SEC has pre-judged the results of the 2010 round of reforms to money market mutual funds. And that a second round will undermine funds altogether.
March 13 -
BlackRock is looking to do some good while doing well at the same time with its latest values-based exchange-traded fund focusing on human rights.
March 13 -
Van Eck Global has filed for permission from the SEC to create exchange-traded fund share classes of at least one of its five mutual funds.
March 13 -
Although defined contribution fund managers pay lip service to global investment opportunities, many DC plans actually have a home bias in their investments and are severely underweighted in their overseas exposure, according to a paper released by OppenheimerFunds, Inc.
March 13 -
The Vanguard Group, Inc. has doubled its sales force, to 220 staffers, serving financial advisors in an initiative to promote its exchange traded-fund products.
March 13 -
The Dow Jones Industrial Average added 37.69 points to finish at 12,959.71 Monday while the Nasdaq lost 4.68 points to close at 2,983.66 while the S&P 500 inched up 0.22 points.
March 12 -
The Vanguard Group, Inc. has doubled its sales force, to 220 staffers, serving financial advisors in an initiative to promote its exchange traded-fund products.
March 12 -
Franklin Templeton Investments has unveiled an iPad app for its advisors and investors to access fund information and portfolio manager perspectives.
March 12 -
Although many defined contribution fund managers pay lip service to global investment opportunities, many DC plans actually have a home bias in their investments and are severely underweighted in their overseas exposure, according to a paper released by OppenheimerFunds, Inc.
March 12 -
Paul Schott Stevens, president and CEO of the Investment Company Institute, said Monday that the Securities and Exchange Commission has pre-judged the results of the 2010 round of reforms to money market mutual funds.
March 12 -
Pension fund managers should consider managing for a total outcome rather than focusing on the returns of individual strategies or asset classes to respond to the volatility and risk now plaguing their plans, according to a paper recently released by State Street Global Advisors.
March 12 -
Van Eck Global has filed for permission from the U.S. Securities and Exchange Commission to create exchange-traded fund share classes of at least one of its five mutual funds.
March 12 -
Annuity sales top $231 billion in 2011, driven by robust sales of variable annuities.
March 12 -
Legacy expert attorneys Andy and Danielle Mayoras say the pop star's been very busy lately but it remains unclear what if any decisions shes making herself and illustrates the importance of informed legal and estate planning regardless of your station in life.
March 12
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BlackRock is looking to do some good while doing well at the same time with its latest values-based exchange-traded fund focusing on human rights.
March 12 -
Shoe leather isnt always enough to build a book of business, particularly for young advisors starting out. Doug Leonzi, No. 22 on BICs Top 50 Bank Rep list, reflects on the importance of a senior advisor who crossed his path.
March 12
Employee Benefits Group, Bank Investment Consultant -
ETFs have seen rapid adoption by investors and advisors in recent years, but while the products themselves are known for their liquidity and transparency, whats less understood is the tax bite some may deliver at the end of each year. With this in mind, Financial Planning spoke with Adam Patti, CEO of IndexIQ, to talk taxes and ETFs.
March 12 -
The San Francisco company has not made it easy for fund families to work through its online platform, featuring five incompatible sites. That's about to change, with an Investment Manager Gateway.
March 12


