Search results for: volatility
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Reality Check
Five things advisers can do to help participants 50 and older to prepare for a leaner, and likely meaner, retirement
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Spinning the Web
Web education tools can help advisers communicate more efficiently and effectively
Investors Need to Fix Fixed Income Strategies
Many consumers have misconceptions about the use of fixed-income investments, according to a survey from E*TRADE Securities LLC.
New S&P Index Offers Exposure to Entire Agribusiness Industry
Standard&Poor’s launched the first index to offer exposure to both equities and commodities across the entire agribusiness industry.
Morgan Stanley Launches Commodities Alpha Fund
Morgan Stanley Investment Management (MSIM) launched the Morgan Stanley Commodities Alpha Fund, an actively managed mutual fund.
Advisers Say Extravagance, Procrastination Hinder Retirement Savings
Financial advisers are optimistic about both their business and the economy, yet think the priority of the next president should be bolstering the weak economy.
DC Consultants Adjust Offerings to Address New Trends
The defined-contribution (DC) plan consulting business is changing to adjust to new plan trends by, among other things, offering custom target-date funds and adding inflation-protection investment vehicles to...
High-Net-Worth Investors Trust Advisers, Not Fund Cos.
A survey said 87% of investors have a high degree of trust in their adviser, but a majority are dissatisfied with the fund industry.
Chemical Imbalanced?
A new research paper suggests a potential tie between biology and (apparently) irrational exuberance.
MSCI Barra Puts Out Managed Volatility Indexes
MSCI Barra has launched the MSCI Global Minimum Volatility Indices, a new global benchmark offering for managed volatility investment strategies.
World Equity Markets Off to a Bad Start
The world’s emerging and developed equity markets lost 10.56% and 8.95%, respectively, during the first three months of the year, according to Standard&Poor’s.
Goldman Sachs Pulls Account from 401(k) Offering
Citing months of poor performance, Goldman Sachs announced it has stopped offering an investment account that AQR Capital Management created for the bank's 401(k) lineup.
PIMCO Launches Target-Date Suite
Renowned bond manager PIMCO has launched a target-date solution that the firm says “…differ from many older and less diversified types of target date funds.â€
New Savers Behavior Index Finds Optimism Among Affluent Investors
Affluent active savers are much more optimistic about their ability to reach their financial goals and their control level towards their finances than they are about the state...
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Balancing Act
The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges
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2009 Retirement Plan Adviser Team of the Year
Fiduciary Investment Advisors (Windsor, Connecticut)
Study Finds Gaps in Professional Wealth Management
The assets owned by high net worth individuals (HNWI) reached $50 trillion in 2007, according to a study of the global private banking and wealth management market by...
SEI Opens Resource Center for Advisers
SEI has launched the SEI Advisor Resource Center (ARC), a Web-based marketing system for the SEI Advisor Network's more than 6,500 independent adviser clients.
Stocks Down in Feb. but Equity Inflows Continued
The equities markets may be on a long-term fritz, but that hasn’t stopped fund investors from taking stock positions in their portfolios, according to new Strategic Insight data.
Move From DB Often Includes Improved DC Offering
Many employers who have followed the trend of moving from defined benefit to defined contribution retirement benefits have also beefed up their DC offering, but it is still...