Investing

IMHO: Question “Marks″

Without question, asset-allocation solutions—particularly target-date fund solutions—are well on their way to becoming a dominating force on retirement plan menus.

Next Generation of Lifecycle Funds Offers Improvement

Advisers should not view the prevalence of lifecycle funds as a threat to their business, said Barbara J. Best, Vice President, Investments, Capital Strategies Group of Wachovia Securities; “we need to focus on what is best for participants instead of [on] egos.″

Emerging Markets Perform Well in Q207

Second quarter returns of the world’s emerging markets outpaced that of the developed markets, according to Standard&Poor’s global stock market review, The World By Numbers.

QDIA Guidance Has Retirement Community Holding Its Breath

As the retirement plan and investing community waits for the final regulations governing qualified default investment alternatives (QDIAs), there is significant anticipation to see whether the final pronouncement adds stable value funds to the acceptable list.

ETF Assets Top $485 Billion in May

Assets of all exchange-traded funds (ETFs) rose in May by $18.97 billion, or 4.1%, to $485.51 billion, according to data from the Investment Company Institute (ICI).

The Benefits of Indexing

'I have never said that indexing is the best strategy an investor could ever possibly follow, but I can say that the number of strategies that are worse is infinite,' said John C. Bogle.

ETFs Gain $20B in May

U.S.-listed ETF assets rose by approximately $20 Billion in May with International, Style, Size, Specialty and Broad Market ETFs experiencing considerable asset growth.

RIA-led HNWs Favor Active Approach

High-net worth investors, at least those who rely on the services of a Registered Investment Advisor (RIA), are eschewing index funds for a more active approach.