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Swiss private bank Julius Baer Holdings on Tuesday said it is preparing an initial public offering for sometime this year for its U.S.-based mutual funds unit.
February 12 -
Prudential Retirement announced today that it has entered into an external partner distribution agreement with The Newport Group to offer Prudential IncomeFlex, Prudentials 401(k) retirement income solution. Under the terms of the agreement, Newport, a leading retirement services and investment advisory firm, will provide fully integrated access to IncomeFlex to its new and existing clients.
February 11 -
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A Meeting of the Minds: Retirement Income Roundtable At SourceMedia New York Headquarters on Jan. 28, 2008
February 11 -
Delegating key business operations to third-party providers such as custodians, administrators, distributors and transfer agents is certainly not new to asset managers. It is a traditional investment management business model which has been refined over the years with increasing third-party interaction.
February 11 -
Shortly before the Apollo 13 moon mission was to launch, the command module pilot, Ken Mattingly, was exposed to the German measles and pulled from the flight crew.
February 11 -
MIAMI-The best way to shape the back office's response to the Merrill Lynch Rule was addressed in a presentation last month by Dr. Stephen Winks at the National Investment Company Service Association's 7th Annual Managed Accounts Technology and Operations Conference, recently held here at the Doral Golf Resort and Spa. And it's all about becoming as nimble as the front office.
February 11 -
Ramifications from the Pension Protection Act's effect on investor inertia, changes to Rule 12b-1's regulation of expenses and a possible mandate by the Securities and Exchange Commission on independent directors are among the top concerns of the mutual fund industry's top executives.
February 11
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Seeing how the biggest story of 2007 was the subprime crisis, which only a few canny hedge fund managers foresaw, let's take a look ahead to potential news headlines for 2008. Who knows, we might even be as canny as the best of them.
February 11 - Teachers Group Creates 403(b) Plan Blueprint: Toolkit Helps School Administrators Adjust to New Regs
The huge burden of meeting new Internal Revenue Service retirement plan regulations just got a lot easier.
February 11 -
The Certified Financial Planner Board of Standards has raised the ethical standard guidelines for the 55,000 planners in the nation with CFP credentials, in order for investors to get better help in selecting among increasingly complex financial choices.
February 11 -
The Investment Company Institute said last week that mutual fund assets worldwide increased 6.2 percent to $25.82 trillion at the end of the third quarter of 2007. Asset growth was boosted in part by the participation in the data collection of an additional country.
February 7 -
The F&C Enhanced Alpha UK Equity Fund, one of the first so-called 130/30 funds to focus on UK equities, has reported its sixth consecutive month of beating the market since it was launched in August last year.
February 7 -
Henderson Global Investors, the $123.6 billion investment management company, announced the Feb. 11 reopening of its flagship European Focus Fund to new investors.
February 7 -
MFS Investment Management has launched a new fund, the MFS Diversified Target Return Fund.
February 6 -
In lockstep with a broadened direction by insurance firms to strip off the complex bells-and-whistles riders and bonuses of the recent past and to issue packaged retirement income solutions-and meet the demands of the new buzzword: decumulation-the other publication I edit, Annuity Market News just relaunched on Friday as Retirement Income Reporter.
February 5
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WASHINGTON-Democratic leaders of the House Financial Services Committee are exploring creating a federal regulator or modifying a multi-state compact to increase oversight and provide more uniform standards for insurers of municipal bonds and other financial products.
February 4 -
In lockstep with a broadened direction by insurance firms to strip off the complex bells-and-whistles riders and bonuses of the recent past and to issue packaged retirement income solutions-and meet the demands of the new buzzword: decumulation-the other publication I edit, Annuity Market News just relaunched on Friday as Retirement Income Reporter.
February 4 -
