Subject Root Tag

In recent years, managers of target-date funds have made the argument that target-date funds need to take on added equity exposure and risk to see investors through retirements that could span 30 years or longer.

In the never-ending game of musical chairs, wirehouses recruit from each other, and from UBS.

Eichelberger hired as trusts and estates partner at Fulbright & Jaworski

Tampa broker-dealer had been facing problems for months.

By hiring Citigroup veteran Steven Freilberg as its chief executive officer, E-Trade Financial Corp. has sent a strong message to the industry: We aren’t for sale.

Where there's a will, there's a way to change it ... at the last minutes.

A new company is promising to shake up the way Americans invest by providing individuals with direct access to institutionally priced mutual funds and other investments.

HSBC has launched the World Selection Funds, sub-advised funds managed by a wide range of respected investment mangers and that employ tactical asset management to invest in multiple asset classes, including domestic and international equity, bonds, commodities, property and private equity.

ProFunds Group has just unveiled three ETFs with single-inverse exposure to China, U.S. real estate and U.S. basic materials.

Property/casualty insurers are objecting to provisions contained within regulatory reform legislation authored by Senate Banking Committee Chairman Christopher Dodd.

Move comes ahead of joint venture with Morgan Stanley Japan

The 13 to 10 vote was unusually quick and followed no substantive discussion of the bill, with Republicans opting not to offer any of the more than 100 amendments they had filed with the panel.

ProFunds Group has just unveiled three ETFs with single-inverse exposure to China, U.S. real estate and U.S. basic materials.

Seventy-five percent of financial advisers’ clients are planning to delay retirement up to five years, according to the quarter Brinker Barometer.

Northern Trust has launched a new investment fund platform consisting of collective funds sub-advised by investment managers retained and overseen by Northern Trust. The sub-advisors will market their funds themselves.

HSBC has launched the World Selection Funds, sub-advised funds managed by a wide range of respected investment mangers and that employ tactical asset management to invest in multiple asset classes, including domestic and international equity, bonds, commodities, property and private equity.

While investors shunned stock mutual funds in 2009 despite their dramatic comeback, they may finally be poised to return to the stock market via long-term funds, The Wall Street Journal reports.

Buyers of long-term-care insurance are reacting to the economic turmoil in just the way many in the insurance industry expected: with thrift and caution.

Wall Street is abuzz over whether the FDIC will encourage pension funds to invest in failed banks.

How will health care reform affect your clients? Where does the buy-and-hold argument stand? Are Americans doing something about their debt? What concerns about the economy still exist? Today, commentary from JPMorgan, Raymond James, Research Affiliates, T. Rowe Price and Gluskin Sheff makes sense of the economy’s current state.