The SEC has hired a former Janus Capital Group Inc. portfolio manager to help oversee the $2.8 trillion money market fund industry, a new position.
Midsize variable annuity writers such as John Hancock Life Insurance Co., Lincoln National Corp. and Transamerica Life Insurance Co. are expected to give the biggest sellers a run in the race for market share this year
About half of the assets in our variable annuity portfolios are in passive funds, which are easier to hedge
For 11 years, John Kinnucan was a stock analyst, digging information out of low-level contacts in the computer industry and selling it to clients.
Survey reveals globalization of portfolios in the works as clients look to expand investment horizons
As regulators increase scrutiny of municipal bond sales, Wells Fargo Advisors LLC, J.J.B. Hilliard W. L. Lyons LLC and Commonwealth Financial Network are among the broker-dealers that are considering changes in how financial advisers disclose material events about muni bonds to clients
White House, lawmakers back VA probe of retained-asset accounts; 'unacceptable'
Negative publicity about so-called retained-asset accounts may fuel litigation, withdrawals by beneficiaries
Stocks on the continent are cheaper, dividend yields are higher, compared with U.S. offerings; 'good merchandise elsewhere'
Portfolio manager turnover at Fidelity Investments is higher than at its peers and may be a red flag about how things are going at the firm, according to an article posted on Morningstar.com today by analyst Christopher Davis.
Money poured into target date funds during the first quarter, led by The Vanguard Group Inc. and T. Rowe Price Group Inc.
But money flowed into TDFs run by Vanguard and T. Rowe Price in the first quarter
Large institutional traders around the world are concerned about the impact that high-frequency trading has on the equity markets, according to a new survey of traders at 630 institutional asset management firms.
Based on what Treasury Secretary Timothy Geithner said last week, it seems unlikely that mutual funds are going to be designated as systemically important financial institutions under Dodd-Frank
Portfolio manager turnover at Fidelity Investments is higher than at its peers and may be a red flag about how things are going at the firm, according to an article posted on Morningstar.com last week by analyst Christopher Davis
MetLife Inc., the largest U.S. life insurer, has selected Steven J. Goulart as chief investment officer to oversee a portfolio valued at more than $450 billion
Variable annuities, which combine mutual-fund-like investing with income or other guarantees, are as controversial as ever — but investors increasingly are considering purchasing them, financial advisers say
Treasury Secretary addresses issue of whether funds are too big too fail; well, are they or aren't they?
More than three-quarters of retail advisers say they have put clients into nontraditional assets; 'huge opportunity'
