Displaying 13 results
Morningstar expands analysis of ESG commitments by asset managers
In the fund tracker's second round of measuring the ESG commitment of asset managers, it found that most fund companies rank near the bottom.
Finra bars former Allstate broker for using employee’s IRA money
Kari Ann Buckles kept $2,264 she was supposed to deposit, Finra says.
AllianceBernstein’s iPad app supports multiple uses
AllianceBernstein LP has taken a future-proofing approach to building its slick AB Connect iPad application, which officially launched…
529 plan wrinkle aims to dampen volatility
Rhode Island’s college savings plan has a new feature aimed at limiting parents’ roller coaster ride when the…
Inflows poured into target date funds at Vanguard, T. Rowe in 1Q
Money poured into target date funds during the first quarter, led by The Vanguard Group Inc. and T. Rowe Price Group Inc.
Target groups see changes to rankings
Morningstar Inc. has updated its quarterly ranking of large target date fund groups, raising its rating on TIAA-CREF and MassMutual Retirement Services, while lowering its rating on Fidelity Investments
Critics: Vanguard tardy in firing AllianceBernstein
The Vanguard Group Inc.'s decision last month to fire AllianceBernstein LP as co-subadviser of its U.S. Growth Fund after nine years has caused a number of fund observers, including Vanguard founder John Bogle, to question why it took so long.
Biggest 12(b)-1 reform losers? These three firms
AllianceBernstein Holding LP, Franklin Resources Inc. and Waddell & Reed Financial Inc. are the three publicly traded mutual fund companies with the most at stake pending the SEC's 12(b)-1 reform.
Firms still enhancing target date funds
Despite a tepid response from plan sponsors, asset management firms continue to develop and promote annuity-enhanced target date funds, insisting that demand for retirement income will spur interest.
Lock ‘n’ load: Taking target funds tactical
A handful of big fund companies are revamping their target date offerings in hopes of limiting risk — and preventing another major blowup.
AllianceBernstein beefs up target funds
With regulators and lawmakers continuing to scrutinize the blowup of target date funds in 2008, AllianceBernstein LP is adding a component to its lineup of target date funds aimed at managing market volatility better.
Is Allianz about to make a move for Swiss Life?
Shares in insurer Swiss Life Holding jumped Monday on reports that German rival Allianz SE is planning to make a takeover bid.
BlackRock, Alliance Bernstein, Wellington approved for PPIP
Three more large investment firms have raised sufficient capital to participate in the joint partnership with the government to purchase toxic assets from banks.
