Tag: Investment analytics

Scrutiny of fees has never been more intense. What is reasonable? Ensuring your revenue stream fits your business

Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.

The credit crunch has polarized investment allocations, setting records in Merrill Lynch's Survey of Fund Managers for July.

How to know what you don't know

While the demand for mutual funds remains strong, other solutions are gaining ground

DoL completes three-part package of disclosure regulations

How to draft and monitor an investment policy statement

Advisers share their preferences for building a plan investment lineup

Decide what kind of adviser you want to be, then evaluate the services of a broker/dealer

MetLife's latest Annual Employee Benefits Trends Study found that the workplace has become the dominant starting point for building a strong financial safety net

New products, highlights, announcements

Data show micro plans are not simply miniature replicas of the larger-plan space

The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges

A recent paper suggests the economic times people live through have a significant impact on how they invest.

Analytics tools and approaches that can help you keep up with today's portfolios

Court rules Smith Barney fund fees not too expensive

Micro plans offer good plan designs, but have room for improvement

Fund fees expected to drop, study says

After months of research, informal talks with vendors, and not a few inquiries to a few “trusted advisers,″ just before Christmas, we finally made our decision: We bought...

Financial advisers concerned about market conditions