Mutual Funds
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By Staff WriterLaserFiche has rolled out Intuition, a version of its popular document management system designed for smaller advisory firms. Available in two versions--one costing $1,495, the...
September 27, 2007
Morningstar To Class Group VA Accounts With Mutual FundsA well-known mutual fund rating firm will be taking a different approach to grading the group variable annuity contracts found within many retirement plans.Morningstar Inc., ...
September 25, 2007
Northern WreckThe ongoing fallout from the subprime mortgage calamity in the United States may strike the United Kingdom quite hard, some observers believe. The Bank of England's recent surprise agreement to provide emergency bailout funding for troubled U.K. mortgage lender Northern Rock may only be a harbinger of things to come.
September 25, 2007
Mutual Of Omaha Adds Investment SupportA Midwestern insurer says it now offers a full-spectrum of help for members of the retirement plans that it serves.Mutual of Omaha Insurance Company, Omaha, ...
September 20, 2007
Mesirow To Advise Mutual Of Omaha ClientsA life insurer has chosen a firm to help clients with retirement plan fund selection and asset allocation.Mutual of Omaha Insurance Company, Omaha, Neb., says ...
September 17, 2007
Harvard's El-Erian Will Return to PIMCOMohammed El-Erian, who left Pacific Investment Management Co. (PIMCO) to join Harvard University's endowment fund--Harvard Management Company--in October 2005, rebuilt the endowment's investing team in...
September 07, 2007
A Brave Nanotech WorldThis broadly defined emerging technology essentially relates to the control of matter on a molecular level where the rules of quantum physics reign. Increasingly, scientists and researchers are creating and using devices and materials that are too small to even be seen by high-powered microscopes--consider that one nanometer represents one...
September 06, 2007
Lower Prices at Vanguard for Larger ClientsFor investors who have $100,000 to $1 million-plus at Vanguard, the news is good: reduced costs for brokerage and planning, broader services, and for the highest bracket, access to some mutual funds that had been closed. For advisors, perhaps this is yet another layer of competition for customers and assets.