Search results for: volatility

There’s plenty of opportunity for advisers to help high-net-worth (HNW) investors save for college funds, according to Phoenix.

Fidelity Investments’ second Couples Retirement Study, first fielded in 2007, show that despite two years of unprecedented economic and financial instability, husbands and wives have done little to...

47 Degrees North Capital Management announced the launch of the 47 Degrees North Innovation Fund.

Despite the volatility of the stock market in the first quarter of 2009, most plan participants made no changes to their retirement savings investments, The Vanguard Group observed.

Seems as though lately everyone wants to 'fix' the 401(k), but a new whitepaper suggests a different take.

Putnam Investments launched two new funds that collectively invest across the full spectrum of securities of leveraged companies.

With the economy still uncertain and continued market volatility, Fidelity Investments said it is seeing higher levels of worker engagement in retirement plans.

Standard&Poor's launched risk-controlled versions of its S&P 500 and S&P /ASX 200 indexes.

Turner Investment Partners announced the launch of the Turner Spectrum Fund, a no-load, open-end mutual fund.

Aon Consulting found that many companies with frozen pensions intend to make investment strategy changes to cut corporate pension expense volatility and put themselves one step closer to...

Two platforms, Hewitt Associates and Mercer, have taken up Prudential Retirement's IncomeFlex Target guaranteed income product.

Day-to-day expenses might be top-of-mind for Americans, but they are still concerned about having a secure retirement, according to a recent survey from AXA Equitable Life Insurance Company.

The state of Oregon has sued OppenheimerFunds Inc., charging the fund manager with understating the risk it took with a bond fund in Oregon's state college-savings plan.

Prudential Retirement has a new target for its IncomeFlex solution: target-date funds.

Curian Capital said it expanded its Custom Style Portfolios with the addition of the Curian Tactical Advantage Strategy.

A retirement plan fund for Chrysler LLC employees that was designed not to lose money has decreased to 89 cents on the dollar, Reuters reports.

More than a third of consultants said sponsors are planning to revisit the glide path of target-date funds, according to a survey by PIMCO.

Advisers continue to stick with the basics, using dividend-paying stocks or mutual funds and systematic withdrawals from mutual funds to fund their clients’ retirement income, according to Cerulli...

Morningstar released the 2009 update to its Morningstar Principia Presentations and Education software with information designed to help advisers better educate participants about the faltering economy.

Russell Investments launched a Web site called Helping Advisors to provide financial advisers with tools designed to help keep their clients and businesses on track in the current...