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Positive results from its Who Knew advertising campaign have prompted John Hancock Mutual Funds to extend the campaign through the end of the yearwith ads on TV, online and in print.
September 28 -
Northern Trust named Marie Dzanis senior vice president and head of ETF sales and servicing where shell oversee the firms FlexShares exchange-traded funds unit.
September 27 -
Last month the Insured Retirement Institute released yet another in the long line of reports indicating the majority of baby boomers are nowhere near ready for retirement. Since we cant slow down the clock to give them more time to prepare their financial capital, consultant and author Keith Weber says maybe its time we start helping them prepare their human capital.
September 27
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Investors who relied on professional help in the form of target-date funds, managed accounts and advice earned nearly three percentage points more than those that did not, according to an analysis of eight large defined contribution plans between 2006 and 2010 by Aon Hewitt and Financial Engines. The plans covered 400,000 participants with $25 billion in assets.
September 27 -
Northern Trust has launched a new family of exchange-traded funds called FlexShares. The four funds, which are trading on the New York Stock Exchange, are based on indexes created and maintained by Morningstar and Markit.
September 27 -
The State Street Investor Confidence Index increased slightly, from 88.1 to 89.9 in September, and The Conference Board Consumer Confidence Index, which had declined sharply in August, remained essentially unchanged during the month at a 45.2 reading.
September 27 -
The nations stock exchanges and the Financial Industry Regulatory Authority are filing proposals that will trigger halts in trading, market-wide, more quickly, the Securities and Exchange Commission said.
September 27 -
Last weeks deal between The Colony Group and Focus Financial Partners is just the latest in whats turned out to be a very busy merger and acquisition period for registered independent advisor firms. Here's a look at this year's five-largest deals:
September 27 -
While its still unclear as to whether The Colony Group and Focus Financial Partners union announced last week is the largest merger by assets under management completed in the RIA space so far this year, one thing is certain: the deal is sophisticated and accomplishes strategic and financial goals for both firms at the same time.
September 27 -
The State Street Investor Confidence Index increased slightly, from 88.1 to 89.9 in September, and The Conference Board Consumer Confidence Index, which had declined sharply in August, remained essentially unchanged during the month at 45.2 ( 1985 = 100), up a notch from the August's 45.2 reading.
September 27 -
Eighty-four percent of 401(k) sponsors surveyed by Mercer and the U.S. SIF Foundation (formerly known as the Social Investment Forum Foundation) believe that sustainable and socially responsible investing (SRI) funds will either hold steady or grow in the next five years.
September 27 -
Northern Trust has launched a new family of exchange-traded funds called FlexShares. The four funds, which are trading on the New York Stock Exchange, are based on indexes created and maintained by Morningstar and Markit.
September 27 -
Managers of U.S mutual funds, separately managed accounts and other asset pools are pretty concerned about whether they calculate their risk exposure and performance results correctly and report correctly to regulators and clients.
September 27 -
The term "emerging markets" was first coined nearly 30 years ago and has become outdated, as the differences between developed and emerging markets have lessened, according to a white paper from Standish Mellon Asset Management Co., the fixed income division of BNY Mellon Asset Management.
September 27 -
Retirement Benefits Group on Monday announced that three retirement specialists from Morgan Stanley Smith Barneys The Fraser Group have joined the San Diego-based retirement-focused branch of LPL Financial.
September 26 -
Professional marketers and smart advisors always tackle the The 3 Ms of marketing before they do any serious outreach. The 3 Ms are the foundational elements of all good marketing. However, according to marketing expert Marie Swift, its a very common error for many entrepreneurs and small business people to start with the wrong M. The problem with that is, it rarely, if ever works.
September 26
Impact Communications -
Investors who relied on professional help in the form of target-date funds, managed accounts and advice earned nearly three percentage points more than those that did not, according to an analysis of eight large defined contribution plans between 2006 and 2010 by Aon Hewitt and Financial Engines. The plans covered 400,000 participants with $25 billion in assets.
September 26 -
Russell Investments has added four additional investment discipline indexes to its series, all of which concentrate on small-cap securities.
September 26 -
As Bank of America Merrill Lynch continues to streamline its business, it has created a new global wealth and retirement solutions organization, said Andrew Sieg, who heads the new unit, in an internal memo to employees on Friday.
September 26 -
Americans are divided on their outlook for the economy, a Harris poll of 2,464 adults earlier this month found. Twenty-one percent expect the economy will improve, 45% think it will stay the same, and 34% fear it will get worse.
September 26


