Advisers weigh how they will allocate their resources
Over the next 12 months, financial advisers expect to funnel their resources into money-generating activities while paring expenses that don't produce revenue, according to the latest Rydex SGI AdvisorBenchmarking Survey.
Who’ll succeed Lawson at Fidelity unclear
When Rodger Lawson officially steps down as president of Fidelity Investments at the end of March, the company may not act to fill the position immediately, industry experts predict.
American Funds top choice for marketing materials
Financial advisers and branch managers chose American Funds as the firm which best meets their needs for marketing materials, according to a study released today by Financial Research Corp.
SEC’s Aguilar says target date recommendations coming soon
The Securities and Exchange commissioner says "vague and confusing" language describing target date funds led to investor confusion when investments performed poorly during the market downturn.
Role of CCOs for mutual funds may be recast
The role of the mutual fund chief compliance officer should be re-examined to take into account the risk-related…
Suddenly, adviser confidence on the decline
According to a new survey, optimism sagged somewhat in February. The culprit? Nagging concerns about U.S. unemployment.
Jean-Marie Eveillard
The credit crisis that came to a head last year and the ensuing stock market collapse did little to change the way Jean-Marie Eveillard invests.
Guggenheim adds to collection
Guggenheim Partners LLC, an investment firm founded by the famous family for which it is named, said last week that it is acquiring Security Benefit Corp. — and with it Rydex SGI.
Fund companies are prepping bond investors for rising rates
Fearing a backlash from investors who are still piling into bond funds, mutual fund companies are rolling out sales and marketing campaigns to encourage investors to shift assets into other products.
Invesco Powershares CEO Bruce Bond stepping back
Bruce Bond is stepping down as chief executive of Invesco PowerShares Capital Management LLC, the exchange-traded-fund provider he founded in 2003.