The Markets

Morningstar Investment Services (MIS) launched a managed account service consisting of individually customized stock portfolios based on its own indexes and independent equity research.

Emerging markets dropped by 0.11% over the month of January, while developed markets gained 1.20%, but developed market returns trailed emerging markets for both the three- and 12-month...

AIG VALIC’s independent advice and managed-account platform has been expanded for the distribution phase of retirement.

Two hot retirement plan trends appear to be converging in a way that could ­dramatically alter the investment ­management complexion of 401(k) plans: ­exchange-traded funds and lifecycle funds.

Modest overall economic growth and a subsiding of inflation fears contributed to strong performance from U.S. equity markets in the last quarter of 2006, according to Mercer Investment...

While “inert″ participants seem to be the order of the day, those inclined to direct activity in their 401(k) accounts entered the New Year in a mood for...

Recent research from UBS Global Asset Management suggests that when individual investors pursue performance over portfolio discipline, they underperform the market – and their own investments.

New hedge funds had a difficult time raising money in the second half of 2006 after the equity market slowdown at midyear and the later meltdown of Amaranth...

Assets of U.S.-listed exchange-traded funds (ETFs) were up slightly to $422 billion in January, according to new data from State Street Global Advisors.

The Depository Trust&Clearing Corporation (DTCC) has unveiled plans for a July launch of its redesigned Mutual Fund Profile Service database, which it says will be a centralized repository...

Stock and bond funds experienced net inflows of $39.4 billion in December, following a low net intake of $17.4 billion in November, according to data from the Financial...

The combined assets of mutual funds around the globe climbed 4.1% in the third quarter of 2006 to $20.22 trillion, beating the 2005 numbers for the same quarter...

As anticipated, Putnam Investments has announced that it will be acquired from Marsh&McLennan Companies by Great-West Lifeco Inc., a subsidiary of Power Financial Corporation.

The total combined assets of the nation's exchange-traded funds (ETFs) inched up 2.8% to $422.48 billion in December, according to the Investment Company Institute’s monthly report on the...

Wells Fargo Funds Management announced Wednesday that it has added a no-load share class to its lineup of target date funds and that it will close its A,...

Adherents of the so-called Super Bowl Theory are no doubt grinning ear-to-ear these days, regardless of Sunday’s winner.

Stock funds once again benefited from strong cash inflows, but only thanks to the continued allure of international offerings.

Putnam Investments are now offered through FundVest, Pershing’s no-transaction-fee mutual fund platform.

Advisers who use performance as the sole, or significant, driver in investment selection might want to rethink their strategy because the latest study of fund performance over time...

A recent study by the Turnstone Advisory Group LLC in Marina del Rey, California has found that lifecycle funds are doing a good job for their investors but...