Search results for: volatility
Traditional Retirement Losing Appeal for Wealthy
A report released from Barclays Wealth shows that high-net-worth Americans are not as inclined to a traditional retirement as was once the norm.
Vanguard to Change International Holdings in Target-Date Funds
Vanguard plans to simplify the construction of its Target Retirement Funds and certain other funds-of-funds by replacing three underlying international portfolios with a single broad international stock index...
Rising Health-Care Costs Concern Affluent Blacks
In its survey, “Wealth in Black America,” Northern Trust found that affluent Black Americans feel more responsible for financially supporting family members than other affluent households, but have...
Schwab Study Reveals Ways to Increase Participant Engagement
A majority (55%) of 401(k) plan participants surveyed say they would use free personalized advice if their employer made it available.
Bond Funds Still Strong Performers in August
Driven by ongoing demand for bond funds, U.S. mutual fund investors added about $20 billion in net new cash to U.S. stock and bond mutual funds in August...
S&P Launches Dynamic VEQTOR X Index
Standard & Poor's has launched the S&P 500 Dynamic VEQTOR X Index, a companion strategy index to the S&P 500 Dynamic VEQTOR Index which was launched last November.
Perspective: How to Drive Retirement Plan Participation at Small Businesses
Strategies to increase participation rates and build your business.
J.P. Morgan Announces New Long/Short Fund
J.P. Morgan Funds has launched a new equities mutual fund, the JP Morgan Research Equity Long/Short Fund.
NAIRPA Comments on SEC Target-Date Fund Proposal
In a letter to the Securities and Exchange Commission (SEC), the National Association of Independent Retirement Plan Advisors (NAIRPA) calls for “focused disclosure” of target-date funds and said that...
Sponsored by Bank of America
Fall 2010 Roundtable Conference
BlackRock, Inc. released research findings on financial advisers' perceptions of and impact from the May 6th market event known as the “Flash Crash.”
Transamerica Teams with AllianceBernstein to Launch Dynamic Allocation Fund
Transamerica Asset Management Group says it will offer the Transamerica AllianceBernstein Dynamic Allocation VP fund.
Funds See $25B in July Flows
Driven by ongoing demand for bond funds, U.S. mutual fund investors added about $25 billion in net new cash to U.S. stock and bond mutual funds in July...
New PIMCO Fund Uses Credit Suisse Commodity Benchmark
The Credit Suisse Commodity Benchmark (CSCB) has been designated as the benchmark for a new U.S. mutual fund launched by PIMCO.
cover story
Behavior Modification
Behavioral finance applies to employers, too. Four decisions they have trouble making, and how you can help.
July Brings ‘Modest’ Pension Funding Recovery
After nearing record deficits at the end of June, U.S. pension plan funded positions have recovered modestly during July thanks mostly to rising equity markets, according to Mercer.
Survey Finds "Flash Crash" Caused by Issues Related to Market Structure
BlackRock, Inc. released research findings on financial advisers' perceptions of and impact from the May 6th market event known as the “Flash Crash.”
Participants at Non-Profits Seeking Portfolio Mix Guidance
The number of participants in Fidelity Investments’-administered plans at tax-exempt organizations who sought in-person or phone guidance rose 12% in the first five months of 2010 over last...
Natixis Global Associates Launches New Managed Futures Mutual Fund
Nataxis Global Associates has unveiled Natixis ASG Managed Futures Strategy Fund (AMFAX) to be managed by AlphaSimplex Group (ASG).