Investments

Hypothetically speaking, Franklin Templeton Investments’ latest tool should make life easier for its advisor clients.

BMO Harris Private Banking is sticking to its cautiously optimistic 12-month outlook despite economic turmoil in Europe and anxiety over the much-discussed fiscal cliff.

After six months of negative cash flows, non-qualified annuities turned positive in the third quarter.

Risk tolerance in the younger U.S. mutual fund investor set has returned to the level seen before the financial crisis of 2008, according to research from the Investment Company Institute.

It's makeover time for Casey, Quirk & Associates, which just launched its brand new corporate website.

Franklin Templeton Investments announced a new tool for advisors to create hypothetical portfolio presentations for their clients.

Koesterich will be responsible for communicating the firm’s strategy and market outlook to investors and financial advisers, New York-based BlackRock said today in a statement. Koesterich will report to Ken Kroner, global head of the firm’s multi-asset strategies group.

With over 25,000 open-ended mutual funds available for sale in the United States, it is more difficult than ever to stand out from the crowd.

Three muni market groups have joined forces with the Council of Development Finance Agencies and sent Congress draft legislation that would create special Hurricane Sandy Recovery Bonds to help businesses and people in the Mid-Atlantic region still reeling from storm-related destruction.

There are a host of reasons why emerging market debt has been looking sweeter to investors.

Mainstay Investments has augmented its alternatives offerings with two hedge fund-of-funds.

BlackRock has named Russ Koesterich as Chief Investment Strategist, responsible for communicating the firm’s investment strategy and perspective on the markets and economy to investors and financial advisors.

Charles Schwab has announced yet another new solution for companies to improve their business operations.

Guardian Insurance & Annuity Company, Inc. has expanded its capabilities as a retirement services provider.

Nationwide Funds Group has merged the UBS High Yield Fund and UBS Global Equity Fund into the Nationwide High Yield Bond Fund and the Nationwide Global Equity Fund, giving Nationwide some $183 million in new assets.

PIMCO is looking to launch the an emerging markets bond fund sometime in the first quarter of 2013.

The post-election rout in U.S. stocks has driven the Standard & Poor’s 500 Index down so far that it would have to advance 26 percent to reach the valuation of bull markets since John F. Kennedy was in the White House.

“After years of recommending tax deferral, I’m suggesting accelerating tax payments,” Dean Mioli, director of investment planning for the SEI Advisor Network, told Financial Planning. “I’m not advocating this for every taxpayer, but it can make sense in some cases.”

With over 25,000 open-ended mutual funds available for sale in the United States, it is more difficult than ever to stand out from the crowd.

Many tax practitioners focus on improving their efficiency during tax season, but there are plenty of things they can do in advance to ensure success from January to April, according to 2020 Group chairman and CEO Chris Frederiksen.