Search results for: volatility

The state of Oregon has sued OppenheimerFunds Inc., charging the fund manager with understating the risk it took with a bond fund in Oregon's state college-savings plan.

Prudential Retirement has a new target for its IncomeFlex solution: target-date funds.

Curian Capital said it expanded its Custom Style Portfolios with the addition of the Curian Tactical Advantage Strategy.

A retirement plan fund for Chrysler LLC employees that was designed not to lose money has decreased to 89 cents on the dollar, Reuters reports.

More than a third of consultants said sponsors are planning to revisit the glide path of target-date funds, according to a survey by PIMCO.

Advisers continue to stick with the basics, using dividend-paying stocks or mutual funds and systematic withdrawals from mutual funds to fund their clients’ retirement income, according to Cerulli...

Morningstar released the 2009 update to its Morningstar Principia Presentations and Education software with information designed to help advisers better educate participants about the faltering economy.

Russell Investments launched a Web site called Helping Advisors to provide financial advisers with tools designed to help keep their clients and businesses on track in the current...

U.S. investors started off 2009 continuing their contributions to mutual funds—particularly into money-market funds, according to Strategic Insight.

American workers and retirees are taking charge of their personal financial well-being by spending less and focusing more on their long-term financial future, according to the latest Principal...

A new study casts doubt on reports that the softening economy and tumultuous markets are having a significant impact on participant savings rates.

Invesco's Global Asset Allocation Group has unveiled Premia Plus, a risk premium capture strategy.

If you are looking for mutual fund Web sites that are useful in a particular area for advisers, a new report offers some insight.

INTECH Investment Management LLC has announced the formal launch of its Market Neutral strategy.

While media accounts may be full of reports of employer decisions to suspend their retirement plan company match contributions, 73% of DC plan sponsors in a new survey...

Market volatility in 2008 caused many investors to seek help, according to Fidelity Investments.

State Street Global Advisors (SSgA) has launched the SPDR Barclays Capital Short Term International Treasury Bond ETF (symbol: BWZ) and the SPDR Barclays Capital Mortgage Backed Bond ETF...

Advisers plan to address wealth preservation and asset allocation with clients, rather than retirement planning in 2009.

Research from Phoenix Companies found high-net-worth (HNW) consumers are altering their retirement plans in light of the financial crisis, but four in 10 are not talking to financial...

Data from more than 19,000 defined contribution (DC) plans recordkept at Fidelity investments showed participants “did not initially overreact″ to market volatility.