Investment products

The municipal bond underwriter and brokerage house hope the tandem will generate broader appeal for investors.

American Funds insists they were years in the making. Others see them as a tactic to stem outflows.

According to a Schwab survey, active traders are more optimistic than they were six months ago, but few think they’ve done enough to protect their portfolios.

Equity funds finally stem the bleeding after months of outflows, ICI finds.

The wealth management center features commentary on a variety of financial planning subjects, including information on taxes, planning for retirement and other wealth-related strategies, and a range of investment and wealth management information, planning ideas and tools.

Sponsors would have to disclose a fund’s asset allocation and how that changes over time.

Reductions of 18% to 54% bring total expense caps to 40 basis points to 1.10%.

Bank of America Merrill Lynch introduced a gauge of risk, hedging demand and investment flows, the bank and brokerage firm said, "is designed to help investors identify market risks earlier and more accurately than commonly used risk indicators," such as the Chicago Board Options Exchange Market Volatility Index, or VIX.

Investigation might redefine insider trading.

How are market conditions? Where are things headed? It all depends on who you listen to and whose surveys you trust.

When it comes to hedge funds winning institutional business, the amount of resources dedicated to client service means everything and more, a study of mid-sized firms has concluded.

Asset managers are in a race to develop products that provide guaranteed retirement income, effectively duplicating annuities.

Franklin Templeton Investments announced Wednesday it has entered into a strategic relationship with Pelagos Capital Management, LLC, acquiring a 20% equity stake in the firm.

The optimal combination of high corporate bond yields and budding investment returns for defined benefit plans was not evident in this year’s third quarter, as pensions’ worldwide saw an “offset of strong investment returns” due to the decline in yields, Towers Watson said.

Imagine this: An entire generation of investors has accumulated a significant amount of investable cash, but was too apprehensive of the stock market, of advisors, and of the potential costs, to know how to invest the money.

ING’s asset allocation chief says inflation won’t be a factor in the near future.

And 38% have a target nest egg in mind.

The SEC will vote on raising the threshold for registration from $25 million to $100 million.

According to a survey of advisors, the answer is yes, but in other asset classes, there is no clear-cut leader.

Dan Martino, manager of the T. Rowe Price Media and Telecommunications Fund, has two big advantages over competing fund managers.