Tag: Fixed income

A Mercer study found value funds outperformed growth funds in the third quarter, as the median large-cap value fund posted a gain of 16.3% compared to a gain...

Retirement plan investors seemed of two minds in October, with asset transfers out of 401(k) plans showing equal numbers favoring equities as fixed income, according to the latest...

Investors deposited a record $50 billion on a net basis into bond funds in September, bringing year-to-date bond fund flow volumes to $290 billion, according to Strategic Insight...

 Charles Schwab has been notified by the U.S. Securities and Exchange Commission (SEC) that it could be the target of an SEC civil suit.

The Hewitt 401(k) Index for September indicated 401(k) participants continued to slowly and modestly transfer assets from fixed income investments back into equities.

An employer’s move to reduce its equity holdings and increase fixed-income investments in its cash balance pension plan did not represent an illegal benefits reduction, a federal judge...

Grail Advisors has registered two new actively managed fixed-income exchange-traded funds (ETFs): Grail McDonnell Intermediate Municipal Bond ETF and Grail McDonnell Core Taxable Bond ETF.

Strong long-term fund flows persisted in August, and the recent pattern of greater flows into bond funds continued as well, according to Strategic Insight (SI).

Bank of America Corporation (BofA) signed an agreement to sell the stock and bond units of Columbia Management to Ameriprise Financial, Inc., the companies announced.

The latest Russell Investments quarterly investment manager survey found the hottest asset classes are emerging market equities and non-U.S. (developed market) equities at 67% bullish and 63% bullish,...

Fidelity Investments is increasing the international equity exposure and adding Treasury Inflation-Protected Securities to its lifecycle funds.

Nearly half (47%) of employers are now automatically enrolling participants into a retirement plan and another third are seriously considering it, a new survey found.

The Hartford has released a new package of educational materials designed to help advisers teach clients about the finer points of fixed-income diversification.

Financial advisers might have significant opportunity helping Americans figure out where their investments are and where they need to go, a Hartford poll suggests.

Investors poured more than $54 billion into U.S. open-end mutual funds in August—the largest inflow since February 2007, according to Morningstar.

Forty-one percent of independent investment advisers reported that retired clients are reducing the amount of their retirement distributions, according to a study by Charles Schwab.

Bank of China (Suisse) Fund Management (BOCS) is offering the BOCS Fund to Chinese and foreign investors.

Northwestern Mutual Investment Services, LLC, City Securities Corporation, and Fifth Third Securities, Inc., are the latest firms to settle charges with FINRA over the sale of auction-rate securities...

Fidelity has launched a guidance program "to help investors better understand and consider fixed-income investments as part of their investment goals."

Wells Fargo & Company has announced the launch of the Wells Fargo Build America Bond Index.