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
At Morningstar Conference, Putnam's Reynolds' Discusses Turnaround Strategy
By James J. GreenTwo years after leaving Fidelity Investments to run Putnam Investments, Bob Reynolds isn't sitting on his laurels.
June 23, 2010
At Morningstar Conference: Gundlach Speaks'Deflation,' and 'debt' the issues; a 'wonderful match' to protect from those.
June 22, 2010
Merrill, Fidelity, Vanguard Rank Tops in Cogent 401(k) Loyalty Survey of Plan ProvidersA Cogent survey of 401(k) sponsors ranks BofA Merrill with the highest loyalty rating in the micro market of $5 million or less. Fidelity rates highest among $5 million to $20 million plans, and Vanguard rates highest with mid-size plans over $20 million.
June 21, 2010
Bank of America-Merrill Lynch Rolls Out 'Merrill Edge' Discount-TradingMerrill Edge aims to help Merrill's clients who want to make their own trades and attract younger investors.
June 17, 2010
Barclays Wealth Adds Advisors From Morgan StanleyBarclays Wealth, which bought part of Lehman Brothers, now has about 250 advisors in the Americas.
June 17, 2010
American Beacon Hosts Its First Annual Investment ForumAmerican Beacon Advisors showed off its broad range of funding strategies and sub-advisors, and held a lively panel discussion on investment opportunities at its Oversight 360? First Annual Investment Forum on June 16, in New York.
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.