Tag: Fixed income

Despite predictions for higher global equity and commodity prices, and a stronger U.S. dollar for 2011, Bank of America Merrill Lynch also forecasts a much weaker recovery than...

TD Ameritrade is offering retail investors and independent registered investment advisers (RIAs) access to new issue municipal market through M.R. Beal.

For the first time in five months, 401(k) participants’ asset transfers were equity oriented after a long run of being fixed-income directed, according to the latest Aon Hewitt...

Gannett Welsh & Kotler, LLC (GW&K), a manager of active fixed income and equity investment strategies, announced the hiring of John Brescia and Michael Clare for institutional sales...

Advantus Capital Management, an institutional fixed income and real estate securities asset manager, created the Client Strategies Group in its insurance asset management practice.

State Street Global Advisors (SSgA) announced two appointments to its fixed income and equity investment teams.

The latest data from the Aon Hewitt 401(k) Index for September indicates that asset movement slightly favored fixed income, despite the strength of equity markets during the month.

A federal judge in New York has tossed out allegations CitiStreet violated its fiduciary duties by misrepresenting the State Street Daily Bond Market Fund as a safe, conservative...

 The relentless march of 401(k) assets out of equities into fixed income continued unabated in August, according to the latest results of the Hewitt 401(k) Index.

Scout Investment Advisors, a subsidiary of UMB Financial Corporation, has agreed to acquire Reams Asset Management Company, an investment management firm specializing in fixed-income products.

The Charles Schwab Independent Advisor Outlook Study indicates that while advisers see cause to be optimistic, their clients are more unsure.  

Chris Tobe has started a niche consulting firm that works primarily on stable value.

Investors pumped $126 billion into equity/mixed, bond, and other long-term mutual funds in April on a net basis.

Despite the return of extreme volatility to financial markets, U.S. mutual fund investors withdrew a net of roughly $7 billion from stock and bond mutual funds in...

Janney Montgomery Scott is further beefing up its fixed income team with the addition of five new hires, the company announced.

As the Dow Jones Industrial Average slid more than 7% in May, 401(k) participant transfers became strongly fixed income-oriented, according to the results of the Hewitt 401(k) Index.

DoubleLine Funds Trust has launched the DoubleLine Core Fixed Income Fund.

Invesco PowerShares plans to list the Powershares International Corporate Bond Portfolio on the NYSE on June 3.

Sixty-four open-end exchange-traded funds (ETFs) were filed in April, according to the new Fund Filings Review from Strategic Insight, an Asset International company.

U.S. open-end mutual funds gathered almost $41 billion in assets during April, according to Morningstar Direct Fund Flows.