One culprit driving volatility is the “significant increase in the number and impact of 130/30 funds,” according to the Security Traders Association.
With some 90 million investors and more than 44% of American households owning mutual funds, the fund industry has continued to grow significantly in spite of weathering more than a few storms in the last decade.
As hurricane season approaches, financial advisers continue to look warily upon catastrophe bonds
Staff members at the SEC will recommend that 12(b)-1 fees be broken into at least two parts.
Plus Money and its principal allegedly raised $30 million from approximately 300 investors.
Sun Life Financial Inc. of Toronto today released a new rider, the Retirement Income Escalator.
The Fair Fund distribution concludes the saga that began when the insurer was accused of falsifying financial statements.
The Hartford Financial Services Group announced changes to its flagship variable annuity and its sales force.
Introduced five years ago, the Rydex S&P Equal Weight Exchange Traded Fund opened the gates to investments pegged to indexes that use some measure other than market capitalization to determine company weightings.
The estimated $2.75 trillion IRA roll-over market is poised for significant growth in assets and is expected to take on more prominence in advisers' practices.
The time is drawing near for comments requested by the Department of the Treasury regarding changing the taxation of exchange traded notes and other prepaid forward contracts.
“We’re going to see new products for [income] guarantees that aren’t insurance,” said Laura Varas of FRC.
Home foreclosure filings increased 112% during the first quarter of 2008, according to RealtyTrac Inc.
Allianz's first-quarter net income slid to $1.7 billion, down 66%, from $4.9 billion in the same period last year.
Global mutual funds that invest in domestic and overseas stocks are the flavor of the moment, and several well-respected asset managers intend to launch such funds in the coming weeks.
Retirees are increasingly worried that they will live too long and their savings will run out, and financial services companies are noticing.
Like a lot of alternative investment strategies, the $4.3 billion <b>Gateway Fund</b> (GATEX) thrives on the kind of stock market volatility we have experienced lately.
Recent market volatility, and concerns over credit quality and availability, have caused many financial advisers to become more defensive in their portfolio strategies.
The Managed Funds Association, following the direction of many of its hedge fund members, is moving to get ahead of an expected trend toward increased regulatory oversight.