Envestnet Touts Liquid Alternatives
An investment strategist at Envestnet PMC said portfolios that can use leverage, sell short or access noncorrelated opportunities offer advantages not found in traditional long-only portfolios.
New Hire Roundup: Morningstar Adds to Fund Research Team
This week in new hires, Morningstar announced six appointments for its fund analyst research team; James Machuga joined Merk Investments; and Philipp Hildebrand was named vice chairman at BlackRock.
FDIC Warns on Risks of Market-Linked CDs
A new consumer alert from the FDIC on market-linked CDs, one of the most popular structured products, counsels investors not to let the possibility of higher returns obscure their view of the risks.
Top Funds for Advisor Loyalty
T. Rowe Price and Legg Mason benefited the most this year as advisors' use of mutual funds grew in 2011, and over the next two years a switch to ETFs and SMAs is expected.
DWS Investments Launches New Online Rollover Resource
In a bid to better educate the public on the rollover process (and capture a bit of business), DWS Investments announced Tuesday it has launched DWS Rollover Central, an online resource to help guide retirement plan participants through the process.
Nasdaq OMX and DWS Investments Roll Out Volatility Target Index
The Nasdaq OMX Group Inc. and DWS Investments, the U.S. retail unit of Deutsche Bank's global asset management division, have launched a new benchmark designed to provide exposure to the Nasdaq-100 Index in a risk-controlled manner.
Firm stability and fund selection trump performance as key drivers of mutual fund loyalty
Market volatility means today's investor no longer looks at a mutual fund's performance, but the stability of a mutual fund company and the breadth of...
Talk about retiring today and it's enough to scare some people to death. That's not surprising considering the back story: the disappearing pension, rising health...
Time for an Alternative
Despite the recent tumult in the hedge fund world with the collapse of Bear Stearns's two hedge funds and the subsequent arrest of its two...