News
The “industry and sector” group had 169 funds, making it the largest ETF category. The expense ratio median of this group stayed level at 0.50 percent, even though 10 Vanguard sector ETFs had their an...
The new program is part of a long-range strategy to introduce new and innovative investment programs to the Transamerica advisor network. The fourth quarter roll-out initially consisted of five ETF-ba...
In October, XShares Advisors launched five target ETFs that follow Zacks Lifecycle indices. The funds have laddered retirement target dates that range from 2010 to 2040 and charge annual expenses of 0...
Barclays Global Investors (BGI) has introduced eight new iShares international ETFs that provide exposure to Asian shares, emerging markets, various real estate opportunities and small-cap stocks in d...
Barclays Global Investors (BGI) has introduced eight new iShares international ETFs that provide exposure to Asian shares, emerging markets, various real estate opportunities and small-cap stocks in d...
When PowerShares Capital Management launched its first two exchange-traded funds (ETFs) back in 2003, a number of observers predicted the company wouldn’t survive. At the time, PowerShares was underca...
In November, the ProFunds Group introduced the ProShares UltraShort FTSE/Xinhua China 25 ETF (FXP), which is designed to increase in value if the Chinese market falls. For example, if the FTSE/Xinhua ...
Years ending in 8, like 2008, are good stock market years. Only years ending in 5 have been able to beat years ending in 8. For an added boost, the year of an election like 2008 is overwhelmingly an u...
Anniversaries are naturally times to reflect on the past. As we complete our 30th year in print this summer, we inaugurate a new monthly feature of the magazine called “Historical Research,” where we ...
Funds with a focus on China, Brazil, Latin America and India demonstrated consistently strong chart-topping performance through November 29, 2007, reports Lipper. And fund flows have been moving accor...
U.S. Global Investors’ East European Fund (EUROX) is among the industry leaders when it comes to five-year annualized returns, according to Lipper, which notes that the fund returned nearly 42 percent...
The number of American households owning mutual funds is about 51 million, the Investment Company Institute says, up slightly from 2006. That represents about 44 percent of all U.S. households and 89 ...
In the past 10 years, fund boards have steadily augmented their oversight role on behalf of shareholders without any regulatory mandate to do so, reports a recent survey distributed by the Investment ...
Fidelity’s National Financial has issued a series of conclusions on how firms can improve the efficiency of their mutual fund operations. The report is based on input collected from 14 broker dealers ...
Charles Schwab has announced the expansion of its Laudus Funds lineup and a new sub-advisory relationship with Mondrian Investment Partners Limited of London. The new offerings include the Laudus Mond...
The Securities and Exchange Commission has voted to propose improvements in mutual fund disclosure. The proposed rules would require that all mutual fund investors receive a clear, concise summary of ...
For the third quarter, Janus’ total AUM of $208 billion included an increase of 9.1 percent from the previous quarter, reflecting $8.6 billion in market appreciation and fund performance, long-term ne...
Vanguard has announced that Emerson U. Fullwood was elected to its board of directors and to the board of trustees of each of Vanguard’s mutual funds. Fullwood now serves as Xerox’s chief staff and ma...
As of December 1, wealth-management head James Gorman, 49, and Morgan Stanley International chief Walid Chammah, 53, are co-presidents. They replace “retiring” co-president Zoe Cruz — and Robert Scull...
Merrill Lynch is now led by John A. Thain, 52, the former chief executive officer, director and member of the management committeee of NYSE Euronext and ex-president and chief operating officer of Gol...
Citigroup says Vikram Pandit, 50, is the company’s new chief executive officer and member of the board of directors, effective December 11, 2007. Sir Win Bischoff, who has been acting CEO since Novemb...
Some equate that quest with trying to find the next home-run stock, like Google. But a less risky approach is to find lesser-known stocks that regularly hit singles and doubles -- and still cross home...
Research: Tell us about the international retirement survey that The Hartford did.Zlatkus: This is the second year we’ve done it. We asked 6,500 people aged 45 and older in five countries — the U.K., ...
At least seven different financial advisory firms vie for business in wealthy little Corsicana, Texas — population 25,000 — where ample oil profits have made folks prosper for more than a hundred year...
Who: Jeff Oster, Registered Principal, Raymond James Financial Services, Alameda, Calif.How Oster explains his decision to become a financial advisor after playing in a bar band for a living: “I didn’...
Is there even one financial advisor in the U.S. who isn’t aware of the increasingly intense focus placed on boomer retirement? Driven by demographics and the sheer magnitude of the amount of money in ...
Voices/Columnists
The CureOver the years, I have struggled with the fact that I can think up more things to do than I can do. At various points in my life I have been vain enough to imagine that I don’t have to write s...
Here we go again... another brand new year. Along with a new number to forget to write on our checks, there are many positive things a new year can bring to all of us. For starters, it means a new beg...
I recently attended a conference spending two days in a windowless room listening to PowerPoint presentation after PowerPoint presentation. On the plane ride home, I was going over my notes, and I rea...
Last September while at the FPA National Convention in Seattle, I was doing my usual thing: trolling the hallways for interesting conversations and ideas to bring to Research readers. As luck would ha...
Many top performers attend strategic leadership programs or work with a coach or mentor. Those who fail to fully implement what they’ve been taught frequently lament, “I just can’t find the time.” Iro...
Since last September, Vincent Reinhart has been resident scholar at the American Enterprise Institute, a Washington think tank, where he has the freedom to conduct research and no set responsibility t...
The past year was marked by such a dramatic decline of the dollar that it can almost be described as a collapse. The once mighty greenback set record lows against the Canadian dollar, the currency of ...