Displaying 14 results
Advisers want more engagement from asset managers: J.D. Power
Firms who build strong digital relationships with advisers are reaping the benefits, according to the study
MFS settles 401(k) lawsuit for $6.9 million
The payout ranks among the middle tier of settlements reached by other asset managers in similar lawsuits.
Fund manager MFS sued for self-dealing in its 401(k) plans
The plaintiff claims the plans were "loaded" with proprietary mutual funds, and 98% of the investable assets were held in company-affiliated investments.
Looking for yield at a fair price? Try preferred stock from closed-end funds
Some closed-end income funds still trade at a discount.
Investors pour into MFS’ actively managed stock funds
As investors flee active managers, MFS Investment Management, which created the first mutual fund in 1924, is staying…
Clients: So many investment products, so little understanding
Survey reveals investors confused by crush of options – and not sure what they are
Demonstrations point to growing cynicism among future investors
Protesters in the Occupy Wall Street movement are giving financial advisers something else to worry about: a generation of leery, cynical investors
Gen X/Y: Advisers just don’t understand
Advisers and Generation X and Y investors aren’t seeing eye to eye on investment issues. Investors 46…
Neuberger Berman bulks up with three defined-contribution wholesalers
Neuberger Berman minds client relationships with newly hired trio of defined-contribution wholesalers; asset gathering to come.
Gen X/Y: Advisers just don’t understand
Advisers and Generation X and Y investors aren't seeing eye to eye on investment issues
Unicredit may sell Pioneer in pieces, sources say
Unicredit Group SPA will send out the pitch book next month for its Pioneer Global Asset Management SPA unit — with a breakup of the subsidiary likely, according to investment bankers familiar with the discussions.
A changing landscape
The mutual fund industry has long been dominated by a handful of companies, but continuing fallout from the recent market downturn and other structural factors have created opportunities for nimbler, smaller companies to gain more business.
Sun Life books 2Q profit buoyed by MFS inflows
Sun Life Financial today reported a 13.8% gain in net income for the second quarter, compared with the same period in 2008.
Investors beware: Rally may not last, MFS strategist says
While investors are likely to see an end to the recession later this year, the current stock market rally be a harbinger of better times, according to an investment report presented by MFS Investment Management of Boston yesterday.
