Putnam Investments Now Available on Pershing’s FundVest
Putnam Investments are now offered through FundVest, Pershing’s no-transaction-fee mutual fund platform.
News
Nationwide Launches Newsletter for Plan Administrators
To help plan administrators keep up with the many legislative provisions impacting their clients in 2007, Nationwide has launched a free, periodic newsletter that will offer ongoing education...
Best Performing Funds Fail to Repeat Performance
Advisers who use performance as the sole, or significant, driver in investment selection might want to rethink their strategy because the latest study of fund performance over time...
State Street ETF To Track Infrastructure Industries
State Street Global Advisors will launch Tuesday an exchange-traded fund (ETF) that that tracks an index of developed and emerging country stocks involved in infrastructure industries such as...
Study Finds Lifecycle Funds Doing Well for Investors
A recent study by the Turnstone Advisory Group LLC in Marina del Rey, California has found that lifecycle funds are doing a good job for their investors but...
Workplace Pressures Creating New Generation of Entrepreneurship
Advisers who currently target small businesses – or who work with individual participants at businesses of any size – could see a major shift over the next decade,...
Advisers Can Help Ease Workers’ Financial Burdens
As corporate and social safety nets erode, workers are less confident they will be able to achieve financial security.
ProShares Launches Six More ETFs
Citing a strong demand for short or magnified exposure to the small cap market, ProShares Thursday launched six new exchange traded funds (ETFs).
Average Equity Investor Earns Double-Digit Returns in 2006
In 2006, the average equity fund investor earned 16.4% and money market mutual fund yields rose to 5%, as diversification away from the U.S. and into International funds...
Symons Introduces Two New Funds for Institutional Investors
Pennsylvania-based investment management firm Symons Capital Management has introduced two new mutual funds for retirement plans and other institutional investors.
Different Saver Types Need Different Advice
A recent study by Nationwide Financial segments savers by retirement values and offers tips on how to use this information to better reach clients.
Markets Making A Monkey Out of You?
If you’ve ever felt like the markets were making a monkey out of you – you might want to consider keeping an eye on the stock picks of...
Equity Comp Site Unveils Special Adviser Access Level
An equity compensation Web site has created a new adviser membership level that can help you better track and model stock options grants for your clients.
Analysts: 2007 Soft Landing Should Boost U.S. Markets
U.S. and global stock markets should benefit from an economic soft landing in 2007 and are poised for further growth, according to financial analysts shared at a recent...