Top Rated Fund Families: A Morningstar Report Card
Morningstar gives letter grades, from A to C, to the biggest fund groups, considering stewardship, manager tenure and performance.
Top Portfolio Products: Euronext, PowerShares Announce Index-Based Portfolio
Other new products include a muni bond ETF from Market Vectors and a variable annuity offering access to alternative investments from Guardian Life.
Third of Young Investors Say They Will ‘Never Feel Comfortable’ Buying Stocks
Investors are overwhelmed and intimidated by the complexity of investment products, as well as the sheer number of choices available to them, the MFS Sentiment Survey found.
MassMutual Named ‘Retirement Leader of the Year’
MFS chairman emeritus Robert Pozen has long been an advocate for auto-enrollment and has advised Presidents Bush and Obama on retirement savings. Executive Vice President Elaine Sarsynski accepted the award.
The 5 Faces of Gen Y Investors
Generation Y investors are conservative investors and invest more like their Baby Boomer parents, despite their long-term time horizon, according to the MFS Investing Sentiment Survey.
(In)sure to fail
Seems now most agree the Bush Administration did -- or at least tried to do -- something right. Their attempt in 2005 to reform "the...
Every advisory practice is faced with conflicts and pressures, opportunities and choices. To focus on providing advice to 401(k) plans, however, it's important that you...