Investments

Franklin Resources, the parent of Franklin Templeton Investments, is readying its first multi-manager alternative mutual fund almost a year after buying a majority stake in K2 Advisors Holdings, a fund of hedge funds manager, from private equity shop TA Associates.

Eighty percent of investors under the age of 40 don’t feel like they are getting adequate financial advice from their advisors, according to new findings from Cerulli Associates, leaving the doors wide open for asset managers and retirement plan recordkeepers to fill the advice gap.

The TCW Group has launched the TCW Emerging Markets Multi-Asset Opportunities Fund (TGMAX/TGMEX), which will bet on sovereign and corporate bonds denominated in U.S. dollars, local currency debt and equities.

New York-based Emerging Global Advisors has launched the EGShares Emerging Markets Dividend Growth ETF (EMDG), which the firm is touting as the first emerging markets dividend growth exchange-traded fund.

The $2.1 trillion global exchange-traded fund industry has been growing at a rapid clip since the SPDR S&P 500 ETF was launched two decades ago as a means for institutional investors to access passive exposure to the S&P 500 Index.

Mutual funds may not be on a hiring spree right now, but Longboard Asset Management Portfolio Manager Cole Wilcox is seeing demand increase elsewhere.

Mutual fund companies are facing ongoing challenges in overseeing their financial intermediary relationships as omnibus processing and the reliance on FIs continue to increase, according to a new survey by Boston Financial Data Services.

The muni market, reeling from one of the worst selloffs in 25 years this week, witnessed record-breaking outflows to muni bond funds of $4.53 billion for the week of June 26.

Those popular annuities and their guarantees became too expensive for the so-called manufacturers to offer. Some got out of the game and those that remain have cut back on features. What can an advisor do?

The San Francisco-based regional bank extended portfolio management and asset allocation services to clients with $50,000 in investable assets.

A majority of wealthy clients say they are holding onto cash even as confidence improves.

Judd Gregg, the Securities Industry and Financial Markets Association's CEO, discusses what still needs to be done to restore investor confidence in the financial markets.

Investors yearning for income and fearing rising interest rates are clamoring for loan funds.

Wes Long, executive vice president and head of the private client services group at Wedbush Securities discusses his 23 years in the securities business.

The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy.

Readings show a modest lift in client optimism but a drop in retirement activity.

The FPA's president says advisors of all ages should be thinking about the next chapter of their careers.

Lenox Wealth Management thrives on its strong ties to Procter & Gamble's top management.

Rather than chasing company payouts, get better tax advantages with a strategy based on stock buybacks.

Issuers kept busy in the first part of the year, but mainly by changing existing products.