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 areas for improvement include pricing and asset allocation.
Looks like the pension crisis is finally over.
Advisers who currently target small businesses – or who work with individual participants at businesses of any size – could see a major shift over the next decade, according to a new study.
As corporate and social safety nets erode, workers are less confident they will be able to achieve financial security.
Citing a strong demand for short or magnified exposure to the small cap market, ProShares Thursday launched six new exchange traded funds (ETFs).
In 2006, the average equity fund investor earned 16.4% and money market mutual fund yields rose to 5%, as diversification away from the U.S. and into International funds aided in asset growth, according to a Strategic Insights analysis.
Pennsylvania-based investment management firm Symons Capital Management has introduced two new mutual funds for retirement plans and other institutional investors.
A recent study by Nationwide Financial segments savers by retirement values and offers tips on how to use this information to better reach clients.
If you’ve ever felt like the markets were making a monkey out of you – you might want to consider keeping an eye on the stock picks of Adam Monk.
An equity compensation Web site has created a new adviser membership level that can help you better track and model stock options grants for your clients.
U.S. and global stock markets should benefit from an economic soft landing in 2007 and are poised for further growth, according to financial analysts shared at a recent conference.
Of 11 countries surveyed, U.S. workers save the most, according to a recent survey by AXA Equitable that found U.S. workers save on average $696 a month for retirement.
Fidelity Investments is testing a new feature under which older participants already contributing at or close to the maximum to their 401(k) plans can "automatically" catch up.
New York-based XShares Advisors LLC launched five exchange-traded funds (ETFs) on the New York Stock Exchange Tuesday, with each aimed at a segment of the health care, life science and biotechnology industries.
AssetMark Investment Services, Inc. has announced a new investment product designed to address the income and long-term investing needs of retiring baby boomers.
Oppenheimer Asset Management has announced a new managed accounts product.
OppenheimerFunds, Inc. has launched a suite of lifecycle funds.
In the next decade, New York may lose its position as financial capital of the world to a city such as London, Dubai, Hong Kong, or Tokyo, which all have a more market-friendly regulatory environment, a new study asserts.
Pershing LLC has formed an alliance with PriceMetrix Inc. that will help Pershing’s introducing broker-dealer customers better evaluate their businesses and identify growth opportunities.
Benefits advisers, consultants and third-party administrators (TPAs) are now able to produce branded total compensation statements easily and inexpensively for clients with the release of new software.