Despite a reduction in the advisory force, retail advisers still represented nearly 60% of total mutual fund gross sales for 2009, according to the Financial Research Corporation (FRC).
Commissions paid by institutional investors to brokers on trades of U.S. equities are falling far short of projections to this point in 2010, according to Greenwich Associates.
In a new study, “Rethinking Lifecycle Funds,” Financial Research Corporation (FRC) says that although target-date funds are being marketed as a total retirement solution, the reality is that...
Sixty-four open-end exchange-traded funds (ETFs) were filed in April, according to the new Fund Filings Review from Strategic Insight, an Asset International company.
Investors have sought refuge in U.S. markets in the week that eurozone states delivered a financial package to allay sovereign debt concerns, according to the BofA Merrill Lynch...
Investors poured $12.2 billion into exchange-traded funds (ETFs) in April 2010, bringing total year-to-date net inflows to $19.9 billion, according to Morningstar Direct Fund Flows.
Exchange-traded-fund (ETF) assets increased by $23.3 billion for the month of April, totaling $830 billion, according to the latest ETF Snapshot from State Street.
Point-of-sale commissions continue to fade from the mutual fund sales process as advisers increasingly sell funds in fee-for-advice arrangements, according to a new study by Strategic Insight, an...
In its latest research, Russell Investments concluded that once a target-date fund reaches an individual's planned retirement date, it should have conservative allocations and a flat glide path...
U.S. mutual fund investors have put nearly $200 billion into stock and bond mutual funds so far in 2010, according to Strategic Insight (SI), an Asset International company.
In 2009, 76% of mutual fund-owning households indicated that their primary financial goal for their fund investments was saving for retirement, according to the Investment Company Institute (ICI).
Eighty percent of households that owned funds outside a workplace retirement plan held funds purchased through a professional adviser, according to the 2010 Investment Company Fact Book released...
As demand for exchange-traded funds (ETFs) has grown, ETF sponsors have offered more funds with a greater variety of investment objectives, according to the 2010 Investment Company Fact...