Investors Not Flocking to New Retirement Income Products >
March 12, 2010 -- Despite a proliferation of retirement income products and financial services firms’ best efforts to capture the retirement income market, no single leader has emerged in this space, according to Cogent Research’s In-Retirement Income 2010 report.
Bond Funds Still Winning as Investors Dive Back into Market >
March 11, 2010 -- U.S. mutual fund investors put an estimated $30 billion into stock and
bond mutual funds in February, according to Strategic Insight (SI), an
Asset International Company.
DC Participants Sought More Risk in 2009 >
March 10, 2010 -- Throughout much of the 2009 market rally, activity as measured by fund
flows within the Callan DC Index, was above average as participants
sought to increase their exposure to risky assets.
Transferring Participants Have a Fixed Sense in February >
March 10, 2010 -- For a change, 401(k) participants who realigned their balances didn’t seem to be tracking the market.
ETFs Fared Well in February >
March 08, 2010 -- State Street’s latest ETF Snapshot report reveals assets in the U.S.
exchange-traded-fund (ETF) industry totaled $752 billion as of February
28—up $21.5 billion or 2.9% during the month.
Investors Don’t Flock to Stocks >
March 04, 2010 -- Most mutual fund investors did not abandon stocks during the market
decline of 2008 to 2009, but, unlike previous recoveries, have not
shown considerable interest in adding to their equity positions during
the subsequent rebound, according to research by Vanguard.
Adviser Confidence in Economy Declines >
March 04, 2010 -- In February, registered investment advisers’ (RIA) confidence in the
economy and stock market was down 2% from January, according to
Rydex|SGI AdvisorBenchmarking.
Schwab: Investors Focused on Growing Savings >
March 04, 2010 -- More investors are focused on growing their retirement savings rather
than protecting it, according to a survey by Charles Schwab & Co.
Bond Fund Investors Beware >
March 01, 2010 -- A new report from Morningstar warns those who flocked to bond funds in
2009 that even those investments aren't immune to volatility.
ETFs Continue Growth in 2009 >
March 01, 2010 -- U.S. exchange-traded funds (ETFs) closed out 2009 with $785 billion in
assets, up from roughly $533 billion at the end of 2008, according to
Morningstar Fund Flows and Investment Trends.