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American Airlines reaches $22 million settlement in 401(k) self-dealing lawsuit

July 11, 2017

American Airlines Inc. has agreed to settle a 401(k) self-dealing lawsuit for $22 million, one of the largest monetary settlements reached in similar class-action litigation. Plaintiffs brought the suit, Main et al v. American Airlines Inc....

Fund manager MFS sued for self-dealing in its 401(k) plans

July 10, 2017

MFS Investment Management has been sued for self-dealing in its company 401(k) plans, becoming the latest fund firm to be targeted for stocking its retirement plan primarily with proprietary investments. The plaintiff in the lawsuit, Velazquez...

The full list of 2017 Lipper Fund Awards winners

March 23, 2017

The Thomson Reuters Lipper Fund Awards winners have been announced. Lipper measures the winners by their risk-adjusted returns over multiple periods. Award winners are rewarded for consistency over time, including the top 3-year, 5-year and...

Money managers with in-house 401(k) plan options at risk of employee lawsuits: lawyers

July 20, 2016

Asset managers that limit employee retirement plan investment choices to proprietary, in-house mutual funds are putting a legal target on their backs, attorneys said. In the context of a rash of lawsuits by employees against financial services...

New York Life sued by employees claiming excessive 401(k) fees

July 20, 2016

New York Life Insurance Co. is the newest member to the ever-growing list of asset managers and retirement plan providers being sued by their employees for fiduciary breach in the company 401(k) plan. Current participants in two New York Life...

Separately managed accounts

August 23, 2015

U.S. large-cap equity Product 2Q return 1-year return 3-year return 5-year return 5-year std dev 5-year Sharpe ratio Assets ($M) Manager Location Edgewood Management - Large Cap Growth Equity* 3.78% 12.17% 22.27% 22.33% 14.17% 1.57 $12,163.6...

Star fund managers fading as active management loses luster

April 11, 2015

The Hotchkis & Wiley Small Cap Value Fund has returned 35% a year since the bull market began in 2009, the top-performing U.S. stock fund during the period. Never heard of James Miles and David Green, the fund's managers? That's no surprise....

Point-Counterpoint: In the battle between active and passive management, which style wins?

April 9, 2015

Which method reigns supreme in the battle of active investing versus passive investing? Well, that depends on market conditions and a host of variables. The debate was reignited Tuesday among a group of experts on InvestmentNews' webcast “Point-Counterpoint:...

Optimism abounds for financial advice industry in 2015

January 5, 2015

This year looks to be rosy for advisory firms — if you believe both the pundits and advisers themselves. "I am bullishly optimistic on the wealth management business," said adviser JJ Burns, founder of JJ Burns & Co. in Melville, New York....

3 traits the best investment cultures all share

November 13, 2014

If you don't think culture matters, take a look at the team-first San Francisco Giants, who recently won their third World Series in five years. Sure, the Giants have a few big name players, but their run of championships is defined by a roster...

BloombergBlack honcho John Michel comes full circle with new gig

October 12, 2014

The man behind Bloomberg LP's ill-fated foray into wealth management is back. John Michel found himself out on the street in July 2013, when Bloomberg pulled the plug on its fledgling online wealth management platform, BloombergBlack. Having...

MFS Names $438 billion investment chief Roberge as co-CEO

September 9, 2014

MFS Investment Management, a Boston-based money manager owned by Canada's Sun Life Financial Inc. (SLF), said Michael Roberge will become co-chief executive officer of the firm as of Jan. 1. Mr. Roberge, who oversaw more than $438 billion as...

State Street expanding adviser-facing salesforce in mutual fund push

May 28, 2014

State Street Corp. is tapping wirehouse expertise as it works to expand its reach with advisers beyond its characteristic benchmark trackers, including the first and most heavily traded exchange-traded fund on the market. The bank's asset management...

2014 Lipper Awards: Trophy winners

March 21, 2014

Management Company Name Toll-Free Number Lipper Classification Name Fund Name Ticker Symbol Smead Capital Management, Inc. 877-807-4122 Large-Cap Core Funds Smead Value Fund, Institutional SMVMX Gotham Asset Management, LLC 877-974-6852 Multi-Cap...

Fidelity, DoubleLine take different emerging-markets bond approach but have something in common

February 26, 2014

Fidelity Investments' John Carlson and DoubleLine Capital's Luz Padilla pursue different strategies in their emerging-market debt funds. One thing they have in common is buying bonds denominated in U.S. dollars. That decision enabled them to...

Millennial investors shun stocks, survey says

February 20, 2014

Fresh out of medical school, a doctor in her early 30s met with Brian Frederick, a financial adviser at Stillwater Financial Partners, to start planning for retirement. Rattled by the recession, the doctor insisted on taking zero risk, shunning...

State Street teams with MFS to open its first active stock ETFs

January 8, 2014

State Street Corp., the second-biggest provider of exchange-traded funds, plans to introduce its first actively managed stock ETFs in partnership with MFS Investment Management. The three funds, the SPDR MFS Systematic Core Equity ETF, Growth...

Stock funds lure most cash in 13 years as investors chase rally

November 21, 2013

Investors are pouring more money into stock mutual funds in the U.S. than they have in 13 years, attracted by a market near record highs and stung by bond losses that will deepen if interest rates keep rising. Stock funds won $172 billion in...

MFS' Roberge: Time to ditch high-yield bonds for stocks

October 25, 2013

High-yield-bond funds have been among the best performers since the financial crisis, but Mike Roberge, chief investment officer at MFS Investment Management, thinks that it is time for investors to move their high-yield allocation into stocks....

BlackRock's retirement, Social Security gadgets tops with advisers

May 29, 2013

Financial advisers find the practice management and support tools provided by BlackRock/iShares are the most useful of those offered by product manufacturers and distributors, according to survey results set for release tomorrow. Specifically,...

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