Investments

Portland, Ore.-based Invest n Retire, LLC, a record keeper for tax-deferred retirement plans, has appointed Agustin J. (Gus) Fleites as chief executive officer.

Horizon Investments has launched a no-load actively-managed mutual fund that invests in exchange-traded funds.

Here’s an interactive slide show detailing five important facts every financial advisor needs to know about actively managed ETFs.

Here’s an interactive slide show highlighting five facts advisors and investors need to know about actively managed ETFs.

Bank of America today released a its own version of a multiple employer plan for small businesses, dubbed Merrill Edge Small Business 401(k), targeting plan sponsors with 401(k) plan assets under $250,000.

Wilshire Associates Inc. has promoted John Hindman to the role of president of the firm.

N.Y. Liberty Development Corp. tops Bond Buyer 100 list of leading muni bond issuers.

With muni yields having backed up from lows established earlier in the year, the environment may have shifted to the point where issuers are unsure about the timing for bringing new deals to market.

According to the 2012 Consultant Search Forecast, four major themes are now affecting investor decisions when they shop for asset managers: steady income; globalization; alternative investment and liability-driven investing by corporate pension plans.

Exchange-traded funds are all the craze and new ones are coming out of the woodwork daily. But do investors really know what they’re buying in a hedge replication strategy or an Eastern European index fund?

The people and events that took center stage in Phoenix, starting March 19.

The Dow Jones Industrial Average picked up 34.59 points to close at 13,080.73 Friday, wrapping up a week that saw both the Dow and S&P 500 post their largest weekly losses of the year.

Exchange-traded funds are all the craze and new ones are coming out of the woodwork daily. But do investors really know what they’re buying in a hedge replication strategy or an Eastern European index fund?

John Hancock has launched an ad campaign reaching out to financial advisors, focusing on the position of trust many enjoy with their clients.

Total money market mutual fund assets decreased by $15.49 billion to $2.622 trillion for the week ended Wednesday, March 21, according to the Investment Company Institute.

Well, Fidelity’s chief executive won’t personally meet the oracle of Omaha but a contingent of his senior executives will, Fortune reports .

Total money market mutual fund assets decreased by $15.49 billion to $2.622 trillion for the week ended Wednesday, March 21, according to the Investment Company Institute.

Mutual funds may have been an American innovation. But asset managers will now go to China, Brazil, India or wherever returns can be found, according to Alan Reid, founder Forward Fund Management, at the Investment Company Institute's Mutual Funds and Investment Management Conference.

Insurer and wealth manager The Hartford is trimming its focus to a few core business areas: property and casualty, group benefits and mutual funds.

The "race for quality has no finish line. So technically it's more like a death march," according to the inspirational poster that Tamara K. Salmon, senior associate counsel at the Investment Company Institute, was reading at the outset of a session Tuesday at its Mutual Funds and Investment Management Conference on the biggest operational risks fund firms face.