Search results for: volatility
Morningstar Offers Valuation Services for Privately Owned Businesses and Securities
Morningstar, Inc., has launched a valuation services business that values privately-owned firms and securities for purposes such as the sale of a business, estate planning, or financial reporting.
401(k) Balances Not Quite Back to Pre-Recession Levels
A report from Hewitt Associates suggests workers were able to recover a significant portion of the losses they sustained in 2008 simply by participating in their 401(k) plan;...
PIMCO Launches First Strategy in New Equity Series
PIMCO is launching the PIMCO EqS Pathfinder Fund, the first actively managed equity strategy in the PIMCO Equity Series (EqS).
Participant Actions (or Lack Thereof) Helped Mitigate Downturn's Damage
New Vanguard research suggests that retirement plan participants, either as a result of conscious resolve or inertia, mitigated the recent economic downturn's damage to their retirement savings by...
Mutual of Omaha Rolls Out Income Option
Retirement plan advisers looking to help participants (and plan sponsors) find a retirement income solution have another option to consider.
Morningstar Finds Room for Improvement in Target-Date Funds
Morningstar's 2010 Target-Date Series Industry Survey finds target-date funds are performing well and becoming increasingly popular, but there is still room for improvement.
More Workers, Retirees Turn to Financial Advisers for Help
As Americans regain confidence in their ability to retire, more workers and retirees turn to advisers for help, according to the 2010 Retirement Confidence Survey, released today by...
Genworth Offers Retirement Book for Advisers
Genworth Financial Wealth Management (GFWM), a division of Genworth Financial, Inc., said its new book, “Crossing the Sea,” helps its advisers illustrate the retirement journey to their clients.
Investors Don’t Flock to Stocks
Most mutual fund investors did not abandon stocks during the market decline of 2008 to 2009, but, unlike previous recoveries, have not shown considerable interest in adding to...
Bond Fund Investors Beware
A new report from Morningstar warns those who flocked to bond funds in 2009 that even those investments aren't immune to volatility.
Advised Investors Feel More Confident about Equities
A survey by AXA Equitable found that Americans who work with financial professionals are more confident about their ability to invest in equities.
MassMutual: Women More Likely to Seek Help from Advisers
A survey conducted by MassMutual’s Retirement Services Division found differences in how men and women like to invest, and where they like to go to for advice.
Firm Rates Best Web Features for Advisers
Some fund managers offer better Web tools for advisers than others.
Recession Has Taken Toll on Employee Retirement and Benefits
More than half (52%) of respondents to a Towers Watson survey said the percentage of their employees working past their desired retirement age is higher than it was...
Americans Aware They Need to Improve Retirement Saving
Most Americans (58%) said they have a gap in their retirement savings, according to a recent survey.
AXA Launches Variable Annuity with Downside Protection
AXA Equitable Life Insurance Company has rolled out the Retirement Cornerstone, a variable annuity that aims for both accumulation and preservation of wealth.
TEAM Launches Asset Strategy Fund
Harrisburg, Pennsylvania-based TEAM Financial Asset Management, LLC, has launched the TEAM Asset Strategy Fund (TEAMX), the company announced.
Greatest Regulatory Impact in 2010: Fees
Financial firms surveyed by Cerulli Associates said examination of fees, such as 12b-1 reform, will be the greatest regulatory impact in the coming year.