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Delaware Investments Names New Equity Investments Leader
Delaware Investments has named Michael J. Hogan as Head of Equity Investments, overseeing all of the firm's equity management teams.
Hedge Funds Beat S&P and MSCI in First Quarter
Hedge funds posted 2.10% returns for the first quarter, outperforming the S&P 500 and the MSCI World Index, according to research from Morningstar, Inc.
Baby Boomers Need Lots of Cash
Baby boomers plans for cash needs in retirement will likely frustrate their advisers: they plan to withdraw significant sums of money early on, drawing down their savings faster...
Fixed Income Reigns in March 401(k) Transfers
Participants in 401(k) plans seemed to be looking for stability in their investments in March, moving $572 million from equities to fixed income over the month, according to...
Piper Jaffray to Acquire Money Manager
Piper Jaffray Companies announced the signing of a definitive agreement to acquire Fiduciary Asset Management, LLC, a St. Louis-based investment management firm, for approximately $66 million in cash.
Cox Says 12b-1 Fees a “Sales Load in Drag"
The Securities and Exchange Commission (SEC) this year plans to turn its attention to fees paid, and how they are disclosed, to 401(k) plan investors, according to Chairman...
IMHO: “Self-Fulfilling″ Prophecies
The Employee Benefit Research Institute (EBRI) and Matthew Greenwald&Associates published the 17th Annual Retirement Confidence Index last week – and, for the very most part, it’s probably safe...
IMHO: “Self-Fulfilling″ Prophecies
The Employee Benefit Research Institute (EBRI) and Matthew Greenwald&Associates published the 17th Annual Retirement Confidence Index last week – and, for the very most part, it’s probably safe...
Process Required for Success in Retirement Income
Adopting a process-centric approach to retirement income management will provide better service to clients and will lead to faster asset growth for the adviser, along with higher productivity...
Workers Willing to Get, Not Necessarily Take, Advice
Even as defined contribution plans emerge as the preferred employer-sponsored pension plan, a survey by the Employee Benefit Research Institute (EBRI) and Matthew Greenwald&Associates suggests that workers may...
Advisers Have Faith in International Equities
Nearly half (43%) of advisers believe that international investing continues to offer the best opportunities for portfolio diversification, although they say that correlations are increasing across the globe.
Cheat Sheet
Cheating on your taxes is bad - almost as bad as cheating on your spouse.
Columbia Management Advisors Selling Closed-End Fund Management Business
Columbia Management Advisors, LLC (CMA), a subsidiary of Bank of America Corporation, has agreed to sell its Colonial closed-end fund management business to MFS Investment Management (MFS).
Final Deferred Compensation Regulations Issued
The Treasury Department and the Internal Revenue Service (IRS) have issued final regulations for the application of Section 409A on Nonqualified Deferred Compensation Plans.
Boomers Not Confident About Standard of Living in Retirement
Nearly one-third (31%) of baby boomers say they will have to cut back on their current lifestyle in retirement and 42% believe they will not have enough money...
Emerging and Developed Equities See Positive Returns in March
The world’s developed equity markets gained 1.97% in March with emerging stock markets gaining 4.12%, after both were in the red the month before, according to Standard&Poor's The...
Nationwide Offers New Products for 457 Plans
Nationwide Retirement Solutions (NRS) has launched managed account and guaranteed balance products available to participants in NRS administered 457 plans.
March Sees $9B Growth in ETFs
Twenty-two new exchange-traded funds (ETFs) launched in March and total assets of U.S. ETFs increased by $9 billion, according to State Street Global Advisors.
Vanguard Unwraps Bond ETFs
Four bond exchange traded funds (ETF) from The Vanguard Group featuring expense ratios of 0.11% began trading Tuesday on the American Stock Exchange.
iShares Gets New U.S. Sales Manager for RIA Team
Barclays Global Investors has appointed Sue Thompson, formerly of Vanguard, as the National Sales Manager of the Registered Investment Advisor (RIA) Team for its iShares business in the...