Subject Root Tag

The funds, which mark the latest enhancement to the Boston investment manager’s equity products, are designed to provide exposure to the full array of U.S. stocks within the value, core/blend and growth style universes.

Sophis said it established a partnership with a cluster, grid and cloud management software firm, to help investment managers disribute "resource-hungry" calculations such as risk simulations.

At a gala fundraiser, Wall Street shows that money isn’t its only concern but that it can show generosity and patriotism in helping the children of fallen soldiers and wounded warriors.

Most hedge fund categories saw fund outflows through the first seven months of this year, except corporate action and non-trend funds.

The designation’s enforcers admonish, suspend and bar advisors for transgressions that range from squalid to bizarre.

Meet the "Nevertirees": Sixty percent of wealthy individuals globally plan to never retire.

Vanguard Group plans to simplify its Target Retirement Funds and certain other funds-of-funds in an effort to improve the products’ international diversification.

High-balance retirement plan participants aren't showing much loyalty to plan providers when rolling assets into an individual retirement account-yet this could signal room for improvement for 401(k) plans and their advisers.

You can put compliance into your computing cloud. But the cloud can't do the compliance for you.

Columbia Management has added two key staff members to the defined contribution investment only (DCIO) business and consultant relations.

Assets in exchange-traded funds have nearly tripled in the past five years, from $302 billion at the end of 2005 to $819 billion at the beginning of this month. Year-to-date 2010 through August, investors have pulled $29 billion from traditional US equity mutual funds, while ETFs have seen $40.8 billion in inflows. Since risk aversion is rampant at present, what is driving this tremendous and curious interest in ETFs? Can this momentum continue to catapult ETFs to a second big wave of growth?

The combination of having at least three of the proposed 10 “industry” seats on its expanded board dedicated to nondealer muni advisors, along with the establishment of a council of advisors to bounce ideas off the board, will ensure that advisors are fairly regulated beginning Oct. 1, the Municipal Securities Rulemaking Board is insisting.

Both remained in positive territory for the week ending Sept. 22, according to research firm Lipper FMI.

Carrie Tolstedt, Wells Fargo's community banking head, has been awarded the No. 1 spot this year on U.S. Banker magazine's list of the 25 Most Powerful Women in Banking.

Rivals of BofA are expected to wait and see how the Charlotte company's moves sit with the public and with Elizabeth Warren, the special adviser who's setting up the CFPB.

In its latest global outlook, Barclays Capital said there is little chance for a double-dip recession and the recent economic slowdown is typical four-to-six quarters into a recovery.

While blacks were still concerned about rising health care costs and tax rates, that concern dropped by 15% since the last study.

There’s a lot of debate right now about whether putting annuities in 401(k) plans is a good idea or not.

A tiny hedge fund scans thousands of articles to gauge investor sentiment—when there is an optimistic shift in tone, it buys and waits for others to pile on.

Quarterly fee payments save the day, as new product sales suffer from a market dip.