At the PLANADVISER National Conference in Orlando last month, three panelists discussed the retirement plan rollover market, with one saying it’s the perfect place to find “money in motion.”
Morningstar has revised its classification structure for global equities based on the market a company serves rather than the type of business it conducts.
The 2010 Rydex|SGI “Annual AdvisorBenchmarking Study” showed that the majority of advisers surveyed (71%) advocate using alternative investments for their clients.
Loomis, Sayles has launched the Loomis Sayles Multi-Asset Real Return Fund (MARYX), featuring multi-asset class diversification designed to counter potential global inflationary environments, such as classic inflation, debtflation,...
A trading firm’s use of a computer sell order triggered the May 6 market plunge, which sent the Dow Jones industrial average dropping nearly 1,000 points in less...
EPFR Global-tracked Emerging Markets, U.S. and Global Bond Funds remain on track for record-setting years going into the fourth quarter, as are Global Emerging Markets (GEM) Equity Funds.
Defined contribution money managers may have an unlikely benefactor to thank for helping to deliver an estimated $1.9 trillion in contributions over the next five years: the recent...
Target-date funds are expected to capture $1.7 trillion worth of asset flows and account for 60% of all defined contribution assets and revenues by 2015, according to a...
Global investor confidence fell 4 points in September from August’s revised reading of 92 to 88 while in North America, confidence dropped 7.3 points to 87.9 from 95.2.
At the PLANDADVISER National Conference in Orlando last week, panelists discussed alternatives to mutual funds for 401(k) plans, such as exchange-traded funds (ETFs) and collective trusts.
Vanguard plans to simplify the construction of its Target Retirement Funds and certain other funds-of-funds by replacing three underlying international portfolios with a single broad international stock index...
Vanguard plans to change the target benchmark of its Total International Stock Index Fund from the MSCI EAFE + Emerging Markets Index to the MSCI All Country World...
The September issue of The Cerulli Edge: U.S. Asset Management Edition addresses how asset managers are utilizing new techniques to increase access to advisers.
Since the Department of Labor issued its regulations on qualified default investment alternatives (QDIAs), target-date funds have been favored as a QDIA selection for plan sponsors.
Participants in 401(k) plans invested in mutual funds paid slightly higher expense ratios in 2009, according to an annual report by the Investment Company Institute (ICI).
Assets in the exchange-traded funds (ETF) space fell $21.8 billion to $800 billion in August, down 2.7%, according to the latest data from State Street Global Advisors (SSgA).
Exchange‐traded fund (ETF) assets are expected to achieve an annual growth rate of nearly 19% between 2010 and 2014, according to Financial Research Corporation’s (FRC’s) newly released Mid‐Year 2010...