To help plan administrators keep up with the many legislative provisions impacting their clients in 2007, Nationwide has launched a free, periodic newsletter that will offer ongoing education about legislative, regulatory and administrative changes.
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 from Standard&Poor’s found that very few funds top performing funds managed to consistently repeat top-half or top-quartile performance in 2006.
State Street Global Advisors will launch Tuesday an exchange-traded fund (ETF) that that tracks an index of developed and emerging country stocks involved in infrastructure industries such as pipelines, transportation services, electricity, water and telecommunications.
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.