SEC OKs ‘Breakthrough’ 3-Tier Fund-of-Funds Structure
The SEC will allow Franklin Templeton to use a three-tier fund-of-funds structure, a move that one compliance firm says is a “breakthrough.”
Investors Want Higher Yields but Fear Rising Rates: Survey
Franklin Templeton poll finds many fixed-income investors lack understanding of key bond dynamics.
Honoring Advisors Who Serve(d): July 4th, 2014
On Fourth of July, ThinkAdvisor continues our tradition of honoring advisors and their partners who served in the U.S. armed forces and sharing their stories.
Honoring Advisors Who Serve(d): Memorial Day, 2014
On Memorial Day, ThinkAdvisor continues our tradition of honoring advisors and their partners who served in the U.S. armed forces and sharing their stories.
New Hire Roundup: NASDAQ OMX Names Wittman Head of Equities
Also, Kira Bazile joined North Street Global as president, and Citi Private Bank announced changes in its family office leadership.
Company Retirement Plans Better When Using Advisors: Survey
Among plans with a retirement plan advisor, one-third saw the average employee contribution rate grow by 6% of pay or better.
15 Most Generous American Donors in 2013
The Chronicle of Philanthropy’s annual ranking of the top 50 donors to charitable causes showed contributions rose 4% over 2012.
Top Portfolio Products: ProShares Rolls Out Emerging Market Bond ETF; China Gets S&P 500-Based ETF
Meanwhile, Franklin Templeton and K2 roll out multi-strategy product, and a Power Dividend Index Fund is introduced in the U.S.
10 Top Mobile Apps for Investors: Dalbar
These apps designed by financial services companies stood out among the 45 evaluated in several categories.
Top Portfolio Products: New Bond ETFs From ProShares, Franklin Templeton
Other new products and services are rolled out by Global X and Mercer.