Most Vanguard 401(k) Participants Recovering Nicely
Sixty percent of investors in 401(k) plans administered by The Vanguard Group who maintained retirement balances over the last two years now have the same or higher balances...
Tag: Markets
Participants not Fully Reaping Benefits of Market Rebound
Plans in the Callan DC Index underperformed the average comparable (2030) target-date fund last quarter, and the difference in allocations to equity could explain why.
Equities Look Good for 2010
The stock market is poised to perform fairly well in 2010, according to portfolio managers at T. Rowe Price.
Financial Advisers Somewhat Optimistic about Economy
Financial advisers are split over whether the recession has ended, according to the latest Brinker Barometer.
Investors Choose International over Domestic Equities
For the third consecutive month, investors deposited a $40 billion-plus amount into bond funds, bringing year-to-date bond fund flow volumes to an enormous $330 billion, according to data...
Lord Abbett Launches Web Site for Financial Advisers
Lord, Abbett & Co. LLC said its new Web site for advisers offers interactive content about investment solutions, market insights, and practice management.
Christmas Stockings Could Be Lighter, but Who Cares?
This holiday season, some consumers are cutting back—but one economist argues that holiday spending is a waste anyway.
Fund Managers’ Risk Appetite on the Rise
The latest Bank of America (BofA) Merrill Lynch Fund Manager Survey found that risk appetite among investors is tip-toeing upward.
ING: Expect ‘Lackluster’ Recovery for 2010
The good news is that the economy will see growth in 2010—but it will be modest, said Paul Zemsky, head of asset allocation and multi-manager investments at ING...
Equity Outflows Go to Fixed Income
A new Morningstar mutual fund flow report for October shows that most of the money investors yanked during the 2008 downturn from equity funds has been directed to...
Fidelity Introduces Market Intelligence Program for Advisers
Fidelity Investments has rolled out a program to give financial advisers and brokers access to market intelligence and industry insights about topics such as retirement planning.
Value Trumps Growth in Q3
A Mercer study found value funds outperformed growth funds in the third quarter, as the median large-cap value fund posted a gain of 16.3% compared to a gain...
The Case for Equities
As many investors are still underweight equities, the logical thing to do is rebalance back toward equities, said David Kelly, managing director, chief market strategist for J.P. Morgan...
Investors Shift from Cash to Equities
As investors remain optimistic about a global economic recovery, risk appetite is at its highest point since 2006, according to the latest BofA Merrill Lynch Survey of Fund...
Fund Inflows Still Strong in September
Open-end mutual funds saw inflows of more than $49 billion in September, according to data from Morningstar.
ETF Assets Up 5% in September
Exchange-traded fund (ETF) assets in the U.S. rose again in September.
sales champ
Selling Recovery
With participants’ initial panic over, advisers can help them bring their accounts back to life and get back on track in the downturn’s wake
Bond Funds Continue to Dominate Fund Flows
Strong long-term fund flows persisted in August, and the recent pattern of greater flows into bond funds continued as well, according to Strategic Insight (SI).
Managers Hot on Emerging Market, Non-U.S. Equities
The latest Russell Investments quarterly investment manager survey found the hottest asset classes are emerging market equities and non-U.S. (developed market) equities at 67% bullish and 63% bullish,...
Removing Probability from the Risk Equation
Financial risk should be redefined to be viewed as the potential to lose money, rather than the average return, said Tim Knepp, CIO of Genworth Financial Asset Management,...