Wealthy Americans Demonstrate Bearish Stance
Ellie Behling
July 3, 2008—Affluent investor and millionaires showed sagging optimism in the month of June, according to results of Spectrem’s indexes.
Managers Push Against Strong Economic Winds
Ellie Behling
July 2, 2008—Russell’s Investment Manager Outlook says investment managers are cautious, but not fearful.
ETF Assets Up Almost 26% in Last Year
Nevin E. Adams
July 1, 2008—Assets of all ETFs rose in May by $14.36 billion, or 2.4%, to $610.31 billion.
Lifestyle Funds a Big Draw in May
Nevin E. Adams
June 30, 2008—As the equity markets moved higher, participants—at least those who chose to realign their balances—shifted to take advantage.
Money Market Funds Big Winners in May
Rebecca Moore
June 27, 2008—The combined assets of the nation's mutual funds increased almost 2% in May, according to the Investment Company Institute (ICI).
Investors Look to Greener Pastures
Ellie Behling
June 25, 2008—The 'World Wealth Report' found that more high-net-worth individuals are staying safe amid volatile markets, and also increasingly going green.
Merrill Lynch Releases 'World Wealth Report'
Ellie Behling
June 25, 2008—Assets of the world’s high-net-worth individuals rose in 2007, particularly in emerging markets.
International Trend Continues in May
Fred Schneyer
June 24, 2008—Stock and bond funds experienced net inflows of $34.6 billion in May, according to data from the Financial Research Corporation (FRC).
The Economic Road to Recovery
Ellie Behling
June 24, 2008—The chief investment strategist for MFS Investment Management imparts his economic wisdom for the future.
Shareholders Sue Lehman Brothers over Subprime Losses
Rebecca Moore
June 23, 2008—A lawsuit was filed on behalf of shareholders against Lehman Brothers Holdings Inc., alleging the conduct of Lehman and four high-ranking officers caused the economic loss suffered by its shareholders as a result of the firm’s exposure to the sub-prime mortgage crisis.
Mutual Funds Enjoy Positive Inflows in May
Rebecca Moore
June 23, 2008—U.S. stock, bond, and money-market funds experienced inflows of more than $75 billion in May, according to Strategic Insight.
Advisers Report ETF Uptake
Ellie Behling
June 12, 2008—Financial advisers across all segments see ETFs as the most innovative investment vehicle of the last two decades, according to a State Street study.
World Equity Markets Continue Upward Track
Rebecca Moore
June 10, 2008—Emerging world equity markets gained 2.34% in May, while developed world markets returned 1.85%, according to Standard & Poor’s monthly stock market review, the World By Numbers.
IMHO: A “Simple” Plan
Nevin E. Adams
June 9, 2008—More than a decade ago, my mom was getting her finances ready for retirement.
Target-Date Funds Display Wide Range of Equity Allocation
Rebecca Moore
June 3, 2008—When looking at 2020 funds, the range of equity allocations spans from 51% to 95%, according to a study by Financial Research Corporation (FRC).
Q1 Sees DC Flight to Safety
Fred Schneyer
June 3, 2008—Defined contribution participants chased performance in the face of first-quarter volatility this year, according to Callan Defined Contribution Index data.
ETFs Continue to Prosper
Ellie Behling
May 30, 2008—Assets of exchange-traded funds (ETFs) rose in April to $595.96 billion, marking an almost 30% increase in the last year.
Mutual Funds Enjoy Big Comeback in April
Fred Schneyer
May 30, 2008—Assets in U.S. mutual funds got a 2.9% boost in April to $12.1 trillion, according to the latest Investment Company Institute (ICI) data.
Investors Go International in April
Rebecca Moore
May 28, 2008—Stock and bond funds experienced net inflows of $24.7 billion in April, according to the Financial Research Corporation (FRC).
Investors Need to Fix Fixed Income Strategies
Rebecca Moore
May 20, 2008—Many consumers have misconceptions about the use of fixed-income investments, according to a survey from E*TRADE Securities LLC.
