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High-net-worth individuals in developed markets are far more downbeat about global economic prospects than those in emerging markets, according to Barclays Wealth Insights Volume 11: The Changing Wealth of Nations.
May 25 -
After the so-called flash crash on May 6, and leading up to the $1 trillion debt bailout extended to Greece, the pros at Moss Adams knew how to react. They largely did nothing. There was no dumping of equities across the board. They did not pull up stakes and hunker down in cash positions.
May 24 -
Ninety percent of retail investors foresee market volatility remaining at or above its current level over the next three months, according to a survey by optionsXpress, an options and futures trading technology platform.
May 24 -
The average 401(k) plan balance at the end of the first quarter was up 40% from the year-earlier period, according to Fidelity highlights from its first quarter 2010 401(k) figures.
May 19 -
As markets continued to rise in April, assets held in exchange-traded funds increased for the third consecutive month.
May 12 -
In retirement, employees will need 15.7 times their final pay when factoring in inflation and postretirement medical costs, according to a study by Hewitt Associates.
May 10 -
A majority of online investors polled by web-based brokerage firm TradeKing have a more bullish stance on the stock market for the rest of this year.
May 10 -
WASHINGTON -- The $12 trillion mutual fund industry will hit record sales of 20% or greater in 2010, driven by continued demand for bonds, alternative investments and international equities, Strategic Insight projects.
May 10 -
PALM DESERT, Calif. — Shortly after the chief systemic risk officer of the Depository Trust and Clearing Corporation warned attendees at a securities operations conference Wednesday here that Greece's crisis was a systemic problem, the Dow plunged 1,000 points.
May 10 -
It used to be that dividend-paying stocks and stock funds were seen as fit only for orphans and widows. But following the market volatility of 2008 and the current uncertainty of the low-yielding bond market, investing in companies that pay dividends is now seen as a prudent choice.
May 3 -
Connecticut's financial hub is struggling to rebound in the wake of the recession, but planners hope the area's relatively low real estate rates and high vacancies could attract jobs back to the area.
May 3 -
Two veterans of the hedge fund world are touting a product they say lets advisers focus less on investment decision-making and more on business development and client service.
May 3 -
With the fresh spring breeze may come a breath of fresh air for The Hartford Financial Services Group Inc., which this week reported a first-quarter profit and improved investment results. This is particularly good news for the insurer, which earlier this month repaid $3.4 billion in Troubled Asset Relief Funds.
May 3 -
BOSTON -- Longtime industry veteran Dan Fuss, the 76-year-old vice chairman and managing director of Loomis, Sayles & Co., knows that the Federal Reserve has to raise interest rates eventually. This could dramatically affect credit spreads, yield curves and other macroeconomic issues. But until such a move takes place, there is no need to get excited.
May 3 -
Armed with its first full period of earnings since buying Barclays Global Investors, BlackRock announced its profits quintupled in the first quarter.
April 27 -
Wherever the money’s going, it’s not going to municipal bond mutual funds.
April 26 -
NEW YORK—Dividend-paying stocks may be the best option for investors looking for income, said Jason Brady, managing director and portfolio manager of Thornburg’s limited-term income and U.S. government strategies funds, speaking at the annual spring forum of the Financial Planning Association’s New York chapter last week.
April 26 -
Following a disastrous first quarter a year ago, T. Rowe Price Group Inc. announced Friday that its quarterly profits more than tripled.
April 23 -
The Department of the Treasury on Friday issued a questionnaire to primary dealers asking them how the SEC’s new money market fund rules, which take effect on May 5, could impact demand for Treasuries and the broader Treasury repo and cash market functioning. Treasury is seeking the information ahead of a meeting with the dealers on April 30.
April 23 -
Investors pulled $324.4 billion from money market mutual funds in the first quarter, the largest quarterly outflow ever tracked by Morningstar. Approximately $148.2 billion left the funds in March, Morningstar said.
April 19