Results for "invesco ltd"

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Wells Fargo stable fund is restricted

January 6, 2013

The Wells Fargo Stable Return Fund last week began limiting investments, the latest such fund restricting inflows over concerns that new money in a continuing low-interest-rate environment will lower yields for existing investors. Only plans...

Smart investors are riding herd before the sunset

November 18, 2012

The race is on for wealthy Americans to save on taxes before Jan. 1. President Barack Obama's re-election means his administration will push to let tax cuts enacted during the George W. Bush era expire for high earners, as scheduled, at year-end....

After Obama win, wealthy scrambling to make tax moves

November 8, 2012

The race is on for wealthy Americans to save on taxes before Jan. 1. President Barack Obama's re-election means his administration will push to let tax cuts enacted during the George W. Bush era expire for high earners, as scheduled, at year-end....

Helping clients navigate a minefield

November 4, 2012

The uncertainty over where tax rates will end up for wealthy Americans next year has many advisers and tax strategists recommending that clients take protective measures and other moves that could be reversed next year if looming tax increases...

Taking the alternatives route to portfolio construction

September 30, 2012

InvestmentNews: Let's ask each of our panelists to take a minute to tell our audience a little bit about themselves, their firms and how they use alternative investments in their portfolios. Why don't we start with you, Richard? Mr. Bregman:...

Worldwide index assets stayed steady over past year

September 30, 2012

Worldwide internally managed index assets remained relatively flat for the 12-month period ended June 30, up just 1.8% to $6.17 trillion, according to Pensions & Investments' annual survey of managers of indexed assets. The slight bump is in...

Hidden Johnson billionaires found in Fidelity fund empire

September 20, 2012

The intersection of Devonshire and Water streets in Boston's financial district is the hub of one of the biggest fortunes in the U.S. Each weekday morning, buses from BostonCoach Corp., a transportation company operating in 40 countries, shuttle...

Traditional tax planning 'turned on its head' this year

September 4, 2012

Few options exist for wealthy Americans looking to reduce their exposure to the 3.8% health care surcharge on investment income, coming next year. Recommendations for lowering the levy fly in the face of normal tax planning, according to a financial...

Risk-parity funds: A delicate balancing act

September 2, 2012

Considering the Invesco Balanced-Risk Allocation Fund's (ABRIX) impressive three-year run, one might naturally assume that the entire fund industry would be ramping up to mimic the risk-parity strategy it employs. The Invesco fund, which invests...

Schapiro raises the white flag on money funds

August 23, 2012

The asset-management industry scored a victory yesterday as U.S. Securities and Exchange Commission Chairman Mary Schapiro abandoned her quest to impose tougher rules on money-market mutual funds. Three of the four other SEC commissioners didn't...

On the ropes, Knight Capital seeks buyers

August 3, 2012

Knight Capital Group Inc. (KCG) opened its books to potential buyers, including private-equity firms and at least one securities-industry rival, as it seeks an investment or takeover to survive after a $440 million trading loss, said two people...

Invesco Limited shakes up its distribution team

June 10, 2012

Invesco Ltd. is reorganizing its U.S. retail distribution team to make it more effective. The mutual fund firm is combining its U.S. retail-sales group with its marketing, product management and global exchange-traded-fund groups “to help ensure...

A low-rate reality, but where to go from bonds?

June 8, 2012

Be prepared to deal with continued low interest rates, but be careful about chasing alternatives to bonds, market watchers said Friday at Pershing LLC's annual conference in Hollywood, Fla. “There's no clear path out of this [low-yield environment],...

Invesco shakes up its distribution team

June 4, 2012

Invesco Ltd. is reorganizing its U.S. retail distribution team to make it more effective. The Atlanta-based mutual fund firm is combining its U.S. retail sales group with its marketing, product management and global ETF groups, to “to help...

Jefferson National latest to add more alternatives to VA

May 14, 2012

In another example of the variable annuity trend du jour, Jefferson National Life Insurance Co. has bolstered its roster of alternative-investment offerings. The insurer, which offers a flat-fee variable annuity aimed largely at the fee-only...

Providers switch VA pitch to alternatives, taxes

May 6, 2012

Variable annuity providers are betting that the insurance wrapper surrounding their products will be a compelling incentive for investors interested in alternative assets and tax strategies. “More companies are going for alternative investments,...

Break-buck mountain: Schapiro facing uphill fight to reform money funds

April 12, 2012

Divisions within the U.S. Securities and Exchange Commission could prompt a panel of regulators from other agencies to intervene in a debate over strengthening rules governing the $2.6 trillion money-market fund industry, three people familiar...

The fastest-growing mutual fund firm? A bank

March 13, 2012

JPMorgan Chase & Co. (JPM) is proving that banks aren't destined to be also-rans in the $12 trillion mutual fund business. The company in 2011 became the first bank to crack the list of 10 largest U.S. stock and bond fund managers, according...

Advisers on Pimco's Total Value ETF: Yawn

March 2, 2012

Bill Gross says the exchange-traded fund version of his $250 billion Pimco Total Return Fund (PTTRX) has the potential to become the first hot seller among actively managed ETFs. Investment advisers gave the fund a cool reception. “We would...

Fee disclosures could put the squeeze on 401(k) fund firms

February 13, 2012

The Labor Department’s 401(k) fee disclosure could crank up the heat on investment-only and bundled service providers to start cutting back on costs. The DOL rules, which require service providers to retirement plans to spell out their fees...

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