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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...
Globally U.S. is Tops in Retirement Savings
Of 11 countries surveyed, U.S. workers save the most, according to a recent survey by AXA Equitable that found U.S. workers save on average $696 a month for...
Auto Catch-Ups on Fidelity Drawing Board
Fidelity Investments is testing a new feature under which older participants already contributing at or close to the maximum to their 401(k) plans can "automatically" catch up.
NY Firm Unveils ETFs for Health, Biotech Research
New York-based XShares Advisors LLC launched five exchange-traded funds (ETFs) on the New York Stock Exchange Tuesday, with each aimed at a segment of the health care, life...
AssetMark Targets Retirement Income
AssetMark Investment Services, Inc. has announced a new investment product designed to address the income and long-term investing needs of retiring baby boomers.
Oppenheimer Asset Management Introduces New UMA Product
Oppenheimer Asset Management has announced a new managed accounts product.
OppenheimerFunds, Inc. Introduces Target-Date Funds
OppenheimerFunds, Inc. has launched a suite of lifecycle funds.
New York Could Lose Spot as World Financial Capital
In the next decade, New York may lose its position as financial capital of the world to a city such as London, Dubai, Hong Kong, or Tokyo, which...
Pershing Teams with PriceMetrix, Inc
Pershing LLC has formed an alliance with PriceMetrix Inc. that will help Pershing’s introducing broker-dealer customers better evaluate their businesses and identify growth opportunities.
Software Lets Advisers Depict Full Value of Employee Compensation
Benefits advisers, consultants and third-party administrators (TPAs) are now able to produce branded total compensation statements easily and inexpensively for clients with the release of new software.