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The U.S. Labor Department has removed a controversial part of its proposed 401(k) fee disclosure rule that would have required retirement plan providers to create a summary document, or "roadmap," of all their fees for employers.
February 2 - PH
Since its inception in November 2004, the average annual return of State Street Gold Shares has been 18.72%. By comparison, the S&P 500 has returned half of 1% a year in that time.
February 2 -
Authority details its top concerns in a letter directed to the industrys compliance officers.
February 1 -
Wall Street snapped out of its four-day funk Wednesday thanks in large part to some encouraging economic data from Europe and China. The Dow gained 83.55 points to end at 12,716.46.
February 1 -
A media shy financial advisor in Silicon Valley, Divesh Makan of Iconiq Capital, stands to bring in a potentially historic haul of new assets under management when Facebook launches its long-anticipated IPO.
February 1 -
For some stocks, the January Effect never took hold. Here's a look at the five Dow component stocks that lost the most ground in the first month of the year.
February 1 -
Investors displayed faith in all types of mutual funds for the week ended Wednesday, January 25, adding a total of $11.6 billion to equity, bond and hybrid funds, according to statistics released Wednesday by the Investment Company Institute.
February 1 -
Inflows increased 68%, from the $6.9 billion mutual funds posted the week before.
February 1 -
Franklin Resources a global investment management organization operating as Franklin Templeton Investments ended the year with total assets under management of $670.3 billion, up $10.4 billion or 2% during the quarter.
February 1 -
An investment research and consulting company said it is releasing a suite of software tools for analyzing mutual funds based on the three-factor model of University of Chicago finance professor Eugene Fama and Dartmouth College professor Kenneth French.
February 1 -
Keith Johnson is expected to enhance Curians practice management platform with new advisor-facing educational content, sales and marketing presentations, tools and resources.
February 1 -
As part of the arrangement, Adams Hall will retain its name and gradually integrate its operations and systems into Mariners over time.
February 1 -
Antitrust regulators in Europe stopped the merger of Deutsche Boerse and NYSE Euronext on Wednesday, saying the combined group would have a stranglehold on the listed European futures market and would thwart new entrants.
February 1 -
NYSE Euronext said it would focus on its standalone strategy, while Deutsche Boerse declared this a black day after the European Commission prohibited the merger of the two exchange operators.
February 1 -
NYSE Euronext said it would focus on its standalone strategy, while Deutsche Boerse declared this a black day after the European Commission prohibited the merger of the two exchange operators.
February 1 -
Antitrust regulators in Europe stopped the merger of Deutsche Boerse and NYSE Euronext on Wednesday, saying the combined group would have a stranglehold of the listed European futures market and would thwart new entrants.
February 1 -
President Obamas fiscal 2013 budget will propose a 28% cap on the value of tax preferences, including tax-exempt interest for municipal bonds, according to knowledgeable sources.
February 1 -
Just over three-quarters76%of advisors who have recently shifted to an independent business model say they're better off financially, according to a new study by Fidelity Investments. And 64% of those who say they're better off were better off within six months of their move, according to the study.
February 1 -
Not all trusts are created equal, especially when it comes to protection in a divorce.
February 1 -
People are focused on the short-term aspects of life. So for retirement planning, advisors need to engage in a new conversation that is relevant to life today. And a lot of that will revolve around health issues and their costs.
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