The Markets
ETF Assets Increase More Than a Third Over Past Year
Over the past 12 months, assets of exchange-traded funds (ETFs) increased $110.99 billion (34.4%), according to the Investment Company Institute (ICI).
Money Managers Fret About Inflation, Softening Real Estate Market
The latest Russell Investment Group poll of U.S. money managers finds an optimistic outlook tempered by concerns about conditions that could cause a market stumble.
Most Target Date Fund Strategies Flawed
A recently released white paper from JPMorgan Asset Management Group suggests most industry assumptions for target-date funds are oversimplified.
Vanguard Leads Fund Companies in Client Loyalty
More than two-thirds of major mutual fund companies have negative customer loyalty scores, according to a recent study by Cogent Research.
Advisers See Higher S&P 500
However, their sense of the next six months for other economic indicators is mixed.
Asset Allocation Funds Need Advice
Asset allocation funds offer a tremendous opportunity for all involved, including advisers, investors and the industry, said Jim Tracy, National Sales Director of The Hartford Mutual Funds.
February Sell-Off a 'Squall'
“Terrible Tuesday,″ February 27, 2007, “wasn’t the big one,″ it was just a squall, according to Quincy Krosby, Chief Investment Strategist at The Hartford Financial Services Group, Inc.
Spamalot Op Trips Tips
If your email has been as plagued with stock “tips″ as much as mine, you’ll be happy to know that the SEC is on the case.
AIM Introduces Series of Lifecycle Funds
AIM Investments has launched a series of six target-date maturity portfolios that feature actively managed mutual funds.
ETF Assets Reached $431B in February
Exchange traded funds (ETFs) grew by about 2.1% in February to $431 billion, according to a new report from State Street Global Advisors (SSgA).
Emerging Markets Foreign Exchange Index Launches
In response to the rapid growth of investor interest in emerging markets and foreign exchange as asset classes in recent years, AIG Financial Products Corp (AIG-FP) has launched...
Collared Long/Short (120/20) Strategy Launches
Janus Capital Group Inc. subsidiary Enhanced Investment Technologies LLC (INTECH) has announced the launch of its Collared Long/Short (120/20) strategy, which will be available to both U.S. and...
Mutual Fund Assets Increase $153.8B in January
Combined assets of the nation's mutual funds increased by $152.8 billion, or 1.5%, to $10.56 trillion in January, according to the Investment Company Institute's (ICI) survey of the...
Making The Right Choices
Advisers have many criteria to examine when helping clients select the right asset allocation fund.
ICI: ETF Assets Inch up 2% in January 2007
The assets of the nation's exchange-traded funds (ETFs) climbed 2% to $431 billion in January, up 34.8% for the year.
Happy Birthday, S&P 500!
Hard to believe, but the Standard&Poor’s 500 index will celebrate its 50th anniversary/birthday this weekend.
ETFs and Income Growing Components of Portfolios
Investors increasingly turn to income investments and exchange-traded funds (ETFs).
Ameriprise Introduces Risk-Managed Portfolio Series
Ameriprise Financial, Inc. has launched two new series of actively managed account portfolios.
Annuities Are an Anti-Depressant
People with annuities show fewer symptoms of depression.