Search results for: volatility
Institutions, Advisers Agree Somewhat about Alternatives
A survey suggests that institutional investors and advisers want alternative investments—that aren’t too different from traditional investments.
Lincoln’s Director Program Adds QDIA Option
Financial has added 401k Toolbox's Manage It For Me offering as a qualified default investment alternative (QDIA) solution.
Competition for Advisers Heats Up
Brokers are receiving incentives to switch firms, and the independent route is looking more attractive, according to research from Fidelity Investments and National Financial.
Wachovia Extends Participant Call Center Hours
Wachovia Retirement Services has temporarily extended customer service call center hours to help participants “during this time of financial markets volatility.â€
Managed Account Assets at $1.8T
Total managed accounts assets reached $1.85 trillion through the first half of 2008, according to the annual report “Cerulli Quantitative Update: Managed Accounts 2008.″
TD AMERITRADE, Apple Launch Mobile Trading Tools
TD AMERITRADE now offers mobile trading applications for iPhone and iPod touch, now available on the Apple App Store.
Invesco PowerShares Announces Lowered Expense Ratios
Invesco PowerShares Capital Management LLC, provider of exchange-traded funds (ETFs), announced that expense ratios for its 11 domestic PowerShares FTSE RAFI ETF portfolios will be lowered to 39...
Plan Sponsors Experience Significant Losses in Third Quarter
Most U.S. institutional investment plan sponsors reported a fourth consecutive quarter of negative results for the period ending September 30, according to data in the Northern Trust Universe.
Mutual of Omaha Adds Managed Account Feature
Mutual of Omaha is offering employers a 401(k) managed account feature through an arrangement with PMFM Inc.
Ameriprise Financial Introduces Active Diversified Portfolios
Ameriprise Financial, Inc., introduced the Active Diversified Portfolios series, professionally managed portfolios designed to help individuals achieve risk-managed growth.
Franklin Templeton Launches Global Bond Portfolio
Franklin Templeton Investments introduced the Templeton Global Total Return Fund, a multi-sector global bond fund designed to capitalize on fixed-income opportunities around the world.
Investors with Advisers Opt for Tax-Managed Funds
Investors show concern about the tax on their fund returns, but many are not investing in tax-managed funds, according to a survey by Eaton Vance Corp.
Edward Jones, Raymond James Can Boast Most Satisfied Advisers
The J.D. Power and Associates 2008 Financial Advisor Satisfaction Survey found that a firm’s performance was the key driver of satisfaction among employee advisers.
micro scope
Best of Both Worlds
Once the province of large plans, "hybrid" cash balance now makes sense for micro plans
Market Conditions Lead Some Advisers to More Equities
Despite the volatility and uncertainty in the markets, 29% of financial intermediaries are investing more in equity funds while only 24% are investing less, according to research from...
Fidelity Adds Web Resource Center for Advisers
Fidelity Investments announced new multimedia features on its Web site.
Giving Clients a Safety Net
If clients have a safety net of one to five years of retirement income, they wouldn’t be worried in this environment, according to CNBC’s resident retirement expert.
Market Turmoil Sparks Putnam Fund Shuttering
Faced with extraordinary market volatility, the Board of Trustees closed the institutional Putnam Prime Money Market Fund, effective Wednesday at 5 p.m.
Latest PowerShares ETFs Offer Exposure to Commodities
Invesco PowerShares Capital Management has unveiled four new equity exchange-traded funds (ETFs) designed to provide access to companies involved in the agriculture, coal, gold and precious metals, and...
August Fund Flows Favor Money Market, Fixed Income
Market volatility so far in 2008 may have prompted many investors to flee equities but they apparently haven’t lost faith in mutual funds entirely, according to new data.