Fund performance

A new study by retirement and investment trends research firm Hearts& Wallets, LLC found that more retirement firms are considering the lifetime value of consumers-currently 55%, up from 43% in 2010-showing an increased focus on younger investors.

How to do more with less? It is a key challenge facing all investment management industry participants, as they strive to deliver outstanding customer service while wrestling with intensifying regulatory demands, and the need to manage risks and control costs.

John Roth, manager of Fidelity Investment's New Millennium Fund, opens up to MME about the tensions between active and passive management, hard lessons learned during the financial crisis of 2008, and the biggest challenges he sees ahead.

With heavyweights like Pacific Investment Management Company (PIMCO) throwing its hat into the managed futures mutual fund ring, interest from both investors and asset management in this investment vehicle appears to be rising.

S&P Capital IQ, a business line of McGraw Hill Financial, announced the opening of a new office in Mexico City from which it will both provide a variety of investment and credit in-depth information analysis tools and research for local financial professionals as well as increase data coverage of Mexican and Latin American securities,

Advisors who want to work with the next generation of millionaires will need to roll up their sleeves.

Oppenheimer Funds and Putnam Investments have won top honors in the 11th annual NOVA Awards for innovation in the investment management industry.

We often hear of the gender gap in politics, with women identifying more as Democrats. On public policy issues, women are more likely than men to favor an activist role for government in guaranteeing health care and basic social services while also being more supportive of gun control, same-sex marriage and legalized abortion.

(Bloomberg) – The largest developing nations for the first time have the worst market opportunities as optimism for stronger growth shifts to the U.S. and Europe, according to a Bloomberg Global Poll.

The 2008 and 2009 global financial crisis left many investors disappointed with the high volatility and negative performance of their portfolios and leading them to re-evaluate the risk reducing ability of asset allocation.

Options have been used in asset management for several decades, but due to current market conditions asset managers' interest has been renewed in this strategy. With bonds in a bear market and an equity market meandering horizontally, these managers are embracing options as a way to generate income while protecting against the downside.

Operating in an environment where we are all expected to do more with less, asset managers increasingly rely on service providers. By constantly reinvesting in their businesses and infrastructure, established providers can easily scale and position asset managers for the future.

(Bloomberg) -- Morgan Stanley, which is set to receive another $57 billion of deposits from Citigroup Inc. as part of its Smith Barney purchase, plans to accelerate lending to put those funds to use.

Laif Meidell is president of American Wealth Management and a FINRA registered representative with Foothill Securities, a hybrid Reno, Nev.-based RIA firm.

Bank of America has expanded its suite of investing tools for its mass-affluent do-it-yourself customers.

g) – Emerging markets offer good long- term buying opportunities as economies globally improve, Robert Kapito, co-founder and president of BlackRock Inc., said. There is too much short-term thinking in investing and foreign investors should be diversified in order to survive this period of market volatility, Kapito said in an interview with Bloomberg Television’s Susan Li.

While equity mutual fund investors headed for the doors in droves after getting pummeled during the Great Recession, many 401(k) participants and mutual fund investors have continued to add to their asset allocation funds, which include target-risk, target-date and other mixed-asset funds.

The 2008 and 2009 global financial crisis left many investors disappointed with the high volatility and negative performance of their portfolios and leading them to re-evaluate the risk reducing ability of asset allocation.

Operating in an environment where we are all expected to do more with less, asset managers increasingly rely on service providers.

Laif Meidell is president of American Wealth Management and a FINRA registered representative with Foothill Securities, a hybrid Reno, Nev.-based RIA firm.