Investments

Annuity income at banks overall increased; but an apples-to-apples comparison shows a clearer picture and tells a bleaker story.

On August 1, 2012, Multi-manager fund firm Virtus Investment Partners yesterday reported that it had positive net flows for the 13th consecutive quarter, and increased sales in long-term open-end mutual funds year over year.

On August 1, 2012, The Oakmark Equity and Income Fund (OAKBX) reopened to all investors effective today.

Strong commodity demand will propel economies and firms throughout Latin America.

On August 1, 2012, Money-market fund companies have doubled lobbying efforts to convince regulators and lawmakers that they aren’t a threat to the financial system. The money may have been well-spent.

The tax-exempt market turned to the primary market for direction Tuesday as traders looked to see how this week's balance of supply and demand would play out. Munis ended flat for the day after two sessions of losses.

On August 1, 2012, BlackRock's Canadian subsidiary has launched five new exchanged-traded funds designed to offer Great North investors exposure to domestic, international, developed and emerging markets while minimizing volatility.

Perhaps it was only a matter of time before Morningstar decided to put its stamp of approval, and disapproval, on alternative mutual funds.

Advisors trying to persuade prospects about the benefits of planning can point to a new study of household financial decision-makers that shows those who have taken the time to put together a plan feel more confident and report more success managing savings and investments.

Exchange-traded funds are the ultimate better mousetrap. But despite all the benefits they offer, there are some risks as well, partly because institutional investors have rushed in. Are they right for your clients?

Taking a look at Lipper's table that tracks mutual funds' expenses.

Emerging market funds specializing in Africa and the Middle East lead were top performers in the latest rankings.

Taking a look at China as an emerging market and its prospects for future growth.

Emerging markets look strong despite slow growth in the U.S. and trouble in Europe.

Software continues to evolve to help advisors create detailed analyses of money managers' patterns of returns.

Without heavy volatility or high correlation, a broad-basket commodity fund can boost a balanced portfolio.

Experts disagree about whether the economy is in an inflationary cycle, but advisors can offer clients ways to brace for it.

Avoiding the debt and banking crisis in Europe and a slowdown in growth in emerging markets, mutual fund investors did better by focusing on the U.S.

On July 31, 2012, Gemini Fund Services has promoted Andrew Rogers to chief executive officer and Kevin Wolf to president. The promotions became effective in the second quarter.

On Julr 31, 2012, Kate Healy has been named the new managing director of marketing for TD Ameritrade Institutional, responsible for the development of marketing strategies and focusing on the independent registered investment advisors channel.