Subject Root Tag

  • Global X Funds has launched the Global X Social Media Index ETF (SOCL), which it says is the first ETF that will globally focus on social media companies. The fund will cover companies that provide social networking, file sharing and other web-based media applications.

    November 15
  • Only 4% of plan sponsors have established goals to engage workers younger than 35 in their defined contribution plans, even though they know the younger generation's participation and contribution rates lag their older colleagues, a survey by Greenwich Associates for Northern Trust finds.

    November 14
  • Only 4% of plan sponsors have established goals to engage workers younger than 35 in their defined contribution plans, even though they know the younger generation's participation and contribution rates lag their older colleagues, a survey by Greenwich Associates for Northern Trust finds.

    November 14
  • Prudential Retirement has launched a website dedicated to assisting plan sponsors and advisers help Americans put aside the money they’ll need for retirement and guarantee a sustainable source of income throughout its duration.

    November 14
  • Prudential Retirement has launched a website dedicated to assisting plan sponsors and advisors help Americans put aside the money they’ll need for retirement and guarantee a sustainable source of income throughout its duration.

    November 14
  • M&A

    Corporate acquisitions using overpriced shares of stock rarely do much to cushion the decline the shares eventually suffer, according to a new study.

    November 14
  • With so many CFP Board-registered programs out there, Financial Planning focused on 10 worthy institutions. We talked to veteran planners and industry leaders to get a sense of which 10 programs belonged in an overview. Our list is not a ranking. Like this survey itself, the information we've gathered is just a starting point. Think of it as Financial Planning Education 101, an introduction.

    November 14
  • Every recognized profession has its top colleges. Medical and law schools in the U.S. date back to the 18th century. As a much more recent profession, financial planning has spent much of the last four decades developing its own system of education and professional certification. As many of the current crop of planners near retirement, they don't have to look too far to figure out where the next generation will come from. The answer is in all the schools. Not only has the number of programs been on the rise - up 15% since the past year and a half, according to the CFP Board - but enrollment in the programs themselves has generally been increasing, too. With so many CFP Board-registered programs out there, Financial Planning focused on 10 worthy institutions. We talked to veteran planners and industry leaders to get a sense of which 10 programs belonged in an overview. Our list is not a ranking. Like this survey itself, the information we've gathered is just a starting point. Think of it as Financial Planning Education 101, an introduction.

    November 14
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  • At a time when asset managers are increasingly questioning modern portfolio theory and static Morningstar style boxes, the Chicago research giant has announced its new "Analyst Ratings" to augment its 1- to 5-star ratings.

    November 14
  • Affluent investors are very much in tune with the state of the nation and, except for some attractive stock valuations, they don’t like what they see. That was the main finding of a survey that Fidelity Investments took of 3,000 affluent investors, polling them in person or via a webinar at an Inside/Out Roundtable at 85 Fidelity Investor Centers nationwide.

    November 14
  • Deutsche Boerse CEO Reto Francioni said there is little overlap in trading conducted on its Eurex derivatives exchange with that conducted on NYSE Euronext’s Liffe exchange.

    November 14
  • A ray of hope flashed across Twitter, amid the unrelenting, assaulting news on jobs, debt, housing, foreclosures and bankruptcies-from Jim Cramer's usually derisive TheStreet.com, of all places.

    November 14
  • Mirae Asset Global Investments, a specialist in emerging markets, has named Peter Graham president of the Mirae Asset Discovery Funds, responsible for overall strategies and progress towards its goals.

    November 14
  • So it is coming down to this: a capital buffer or a floating net asset value.

    November 14
  • Corporate acquisitions using overpriced shares of stock rarely do much to cushion the decline the shares eventually suffer.

    November 14
  • The waves of issuance rolling into the municipal primary market the past few weeks continue to grow. Last week's volume, at more than $9 billion, approached record territory for 2011, and this week's anticipated issuance should easily set a new high for the year, at nearly $12 billion.

    November 14
  • The SEC has accused Chetan Kapur, a manager of a fund of hedge funds, with deceptive conduct in investing in hedge funds that are either Ponzi schemes or fraudulent.

    November 14
  • Marketing expert Marie Swift says its time for bloggers, tweeps, LinkedIn and Facebook addicts to take a timeout and realize that while building a positive online presence is important, it’s also crucial for financial advisors to think about their overall business image.

    November 14
    Marie Swift
    Impact Communications
  • CLS Investments, a leading independent third-party money manager, is preaching the gospel of engaging with investors on new platforms ranging from apps for tablet computers and smartphones to online video commentaries and social media sites like Facebook and Twitter.

    November 14
  • Stocks rose 2.19%, or 259.89 points, Friday on positive news out of Italy and Greece. The Dow Jones Industrial Average ended the week 1.42% higher.

    November 11