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The Bush-era tax cuts were extended by the House of Representatives, but advisors are not likely to see any clarity on the matter for some time.
August 2 -
On August 2, 2012, Pioneer Investments is boosting its coverage of Registered Investment Advisors with the addition of Brian Kilar as a wholesaler for the RIA Channel.
August 2 -
On August 2, 2012, Vanguard has severed sub-advisory ties with AllianceBernstein regarding the Vanguard Windsor Fund and Vanguard Global Equity Fund.
August 2 -
Joe Barrato is chief executive officer of Arrow Investment Advisors, a developer and distributor of mutual funds that are built around "targeted" levels of risk.
August 2 -
U.S. investors are growing gloomier about the economy thanks to the looming federal debt and the uncertainties surrounding the presidential election, as one of the closely watched investor optimism indices declined for the third time this year.
August 1 -
Perhaps it was only a matter of time before Morningstar decided to put its stamp of approval, and disapproval, on alternative mutual funds.
August 1 -
For the week ended July 25, investors pulled an estimated $2.13 billion from U.S. stock funds, reversing the previous week's $95 million inflow, their first inflow since late May, according to the Investment Company Institute.
August 1 -
On August 1, 2012, Attention asset managers: The Registered Investment Advisor channel, especially the $100 million to $500 million AUM segment, is one place where you can differentiate your offering in a crowded marketplace, according to a new report by Cerulli Associates.
August 1 -
On August 1, 2012, Henderson Global Investors has launched the Henderson Dividend & Income Builder Fund (HDAVX, HDCVX, HDIVX), which primarily bets on dividend-paying equities of US and non-US companies.
August 1 -
Annuity income at banks overall increased; but an apples-to-apples comparison shows a clearer picture and tells a bleaker story.
August 1 -
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.
August 1 -
On August 1, 2012, The Oakmark Equity and Income Fund (OAKBX) reopened to all investors effective today.
August 1 -
Strong commodity demand will propel economies and firms throughout Latin America.
August 1 -
On August 1, 2012, Money-market fund companies have doubled lobbying efforts to convince regulators and lawmakers that they arent a threat to the financial system. The money may have been well-spent.
August 1 -
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.
August 1 -
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.
August 1 -
Perhaps it was only a matter of time before Morningstar decided to put its stamp of approval, and disapproval, on alternative mutual funds.
August 1 -
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.
August 1 -
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?
August 1 -
Taking a look at Lipper's table that tracks mutual funds' expenses.
August 1




