Mutual Funds
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Retirement Reality; Worst Decade; Manage Volatility With Managed Futures: January Investment Advisor—Slideshow
By Editorial StaffIts hard enough to get retirement planning right with all the challenges your clients facemarket volatility, living longer than they imaginedthat could take their savings, but have you considered some of the other challenges they face that could take their lives?
December 27, 2011
Top Portfolio Products: Granite Launches Value Fund, Knight Capital Adds Two Astor ETFsNew products introduced over the last week include a new value fund from Granite Investment Advisors and two new ETF mutual funds from Knight Capital; the adoption of a FTSE benchmark by Vanguard for one of its funds; and the addition of more tools to its active trading platform by...
December 26, 2011
PIMCO Launches AussiePIMCO launched the first of three bond ETFs targeting individual countries. The PIMCO Australia Bond Index Fund (AUD) was introduced for trading and it will follow investment grade debt from Australia.
December 26, 2011
Muni Funds with PunchThe Van Eck Global lineup of municipal bond ETFs continues to attract assets and accolades.
December 26, 2011
An All-Season ApproachDepending on the latest European crisis report or economic signals from China, the U.S. markets have been gyrating between risk-on and risk-off days. If…
December 26, 2011
Fidelity Studies Impact of Pension Protection ActFidelity Investments says recent analysis of the Pension Protection Act of 2006 found that more than half (51 percent) of the nearly 12 million 401(k) participants in its plans are in a plan that offers auto enrollment, up from just 16 percent five years ago. Also, the...
December 26, 2011
Vanguard Highlighted in Plan-Sponsor StudyRetirement-plan sponsors surveyed in 2011 by the Boston Research Group ranked Vanguard as the top firm for overall satisfaction, value for cost, and investment performance, according to Vanguard, which notes this is the third year in a row that it has achieved the No. 1 ranking for overall satisfaction.
December 26, 2011
As Clients Focus on Portfolios, Advisors Make Minor AdjustmentsRussell Investments latest quarterly survey of U.S. financial advisors found that many advisors are telling their clients to expect continued market volatility throughout 2012. Despite these market concerns, though, few advisors are making major shifts in portfolios. Many, however, are turning to mutual-fund groups and other organizations for research...