On the heels of a financial crisis that shook both the financial services industry and investors worldwide, a new report catalogs a surge in mutual fund flows—and a...
A new report suggests that more financial advisers (FAs) at the national broker/dealers (B/Ds) are reluctant to follow home office model portfolio recommendations.
U.S. money managers participating in a recent Russell Investments poll are apparently an optimistic bunch, predicting equity markets still have room to grow during 2010.
Financial firms surveyed by Cerulli Associates said examination of fees, such as 12b-1 reform, will be the greatest regulatory impact in the coming year.
In a background of lingering uncertainty for investors, many mutual fund managers have continued to attract significant inflows to their stock and bond funds in 2009.
While November’s mutual fund inflow to fixed income still added up to $33 billion, that was down from the $40 billion pumped into bond funds for each of...
John Hancock Funds has completed the adoption of Fiduciary Management Associates’ FMA Small Company Portfolio, and has launched it as the new John Hancock Small Company Fund (JCSAX).
The Financial Research Corporation (FRC) predicts that if the market remains stable and does not go through another crisis within the next five years, sub-advised mutual fund and...
While exchange-traded-fund (ETF) assets will continue to grow rapidly, ETF providers see 401(k) accounts as a continued challenge, according to Cerulli Associates.