Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Bank of America-Merrill Lynch Rolls Out 'Merrill Edge' Discount-Trading
By Janet LevauxMerrill Edge aims to help Merrill's clients who want to make their own trades and attract younger investors.
June 16, 2010
SEC Proposes Enhanced Target-Date Fund DisclosuresThe Securities and Exchange Commission (SEC) proposed rules on Wednesday, June 16, seeking to provide investors with enhanced information about target date funds.
June 16, 2010
The Hartford Mutual Funds Launches 3 Wellington-Managed Global FundsAs global economies change rapidly and investors increasingly seek alternative funds where they can put their money, The Hartford Mutual Funds has launched three global funds sub-advised by Wellington Management Co.
June 15, 2010
Schwab Lowers Fees on 6 of Its ETFsAs broker/dealer competition for the exchange traded fund market heats up, Charles Schwab Investment Management Inc. on Monday, June 14, announced that it is reducing fees on six of its propriety ETFs.
June 15, 2010
Putnam Investments to Launch Multi-Cap Equity FundsPutnam Investments announced Monday, June 14, that it will be launching a suite of three U.S. multi-cap equity funds, available by late September 2010.
June 14, 2010
SEC Charges Phony Western Gold Sales Team in $300 Million Ponzi CaseThe SEC charged Friday, June 11, that a group of swindlers persuaded more than 3,000 U.S. and Canadian investors to put their savings and home equity into a $300 million Ponzi scheme for a phony gold-mining operation.
June 14, 2010
ING Introduces Two New 'Fixed-Index' AnnuitiesWith the goal of helping consumers better prepare for retirement, ING introduced two new fixed-index annuity products to the marketplace on Monday, June 14.
June 11, 2010
Morningstar Reports Largest Domestic-Equity Fund Outflow Since March 2009Redemptions of nearly $15 billion from domestic-equity funds, the largest outflow since March 2009, contributed to outflows of $13.2 billion for all long-term funds in May, Morningstar reported.