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The mutual fund manager last week supplied directors of one of its fund groups with all board materials on iPads, instead of on paper. Its other eight boards also will be getting on board with materials stored on the tablet devices.
February 14 -
SunGard is expanding the execution services of its newly-consolidated broker-dealer, SunGard Brokerage & Securities Services, with trading technology from Fox River.
February 14 -
The sovereign debt and banking crises are not over. But the stiffest headwind facing Western economies? Trade deficits, says a Citigroup investment research director.
February 14 -
The SEC is about to announce reform of money market funds that is likely to include letting the net asset value float, long anathema to the industry. James P. Palermo, Vice Chairman of BNY Mellon though wants to know: What happens if that part of the mutual fund industry just goes away?
February 14 -
If you think social media is all about you (i.e., the points your company wants to get across), think again.
February 13 -
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MIAMI --The next crisis in the financial services industry may have nothing to do with overextending credit or breaking the buck. The next crisis could be a technology shock, according to fund executives.
February 13 -
Bonaire Software Solutions LLC has added modules to its REVPORT revenue management system that will automate distributor rebate fee calculations and invoice reconciliation.
February 13 -
SunGard has added a mobile trade authorization capability to the SunGard Global Network (SGN) Short-Term Cash Management portal.
February 13 -
The SEC is about to announce reform of money market funds that is likely to include letting the net asset value float, long anathema to the industry. James P. Palermo, Vice Chairman of BNY Mellon though wants to know: What happens if that part of the mutual fund industry just goes away?
February 13 -
Thomson Reuters announced the launch of a powerful new tool that supports investment professionals need for tighter integration between macroeconomic research and fundamental analysis.
February 13 -
The Money Management Institute (MMI) has hired data management vendor Coates Analytics to help the Institute in an initiative to compile the sales, distribution and other information of its broker-dealer sponsors and money managersall on one system.
February 13 -
Should the stock market turn solidly bullish, small-cap stocks could be poised for good returns. But small caps are generally more volatile and less widely analyzed than large-cap stocks, making some planners and their clients leery of the sector. Craig Hodges, portfolio manager of the Hodges Small Cap Fund, talked to Financial Planning about his views on where small caps are going and how advisors might approach investing in them.
February 13
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Floating Ideas on Where the Buck Stops
February 12 -
Target-date series assets, as well as the number of target-date series, have doubled in recent years.
February 10 -
More than six in 10 advisors predicted market gains greater than 5%, a sentiment that has increased from just three weeks ago.
February 10 -
50% of Money Market Clients Fear NAV Fluctuation; Fixed-Income ETPs Experience Record Inflow; Vanguard Targets Gen Y Looking to Retire in 2060
February 10 -
The 30th Annual National Investment Company Service Association Conference and Expo opens today, with the intent of helping fund companies learn how to be "Engaging Investors in a Hyper-Connected World.''
February 10 -
Following ProShare Advisors LLC roll out last month of the first 30 year breakeven inflation ETFs, the company now offers a 10 year version.
February 10 -
Less than half of Generation X and Y investors plan to contribute to their Individual Retirement Account (IRA) funds for the 2011 tax year, according to new survey results published by T. Rowe Price.
February 10
