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.
Nearly half of large employers plan to add or replace funds in their 401(k) plans in the next 12 months, according to a newly released study.
Advisers uncertain over the future direction of sky-high commodities prices have impressive company — commodities experts themselves.
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.
Do your clients have health savings accounts?
A cold front materialized in the first quarter for the once-hot emerging-markets-equity sector as U.S. investors pulled out $1.85 billion from the fund category.
Recent market volatility, and concerns over credit quality and availability, have caused many financial advisers to become more defensive in their portfolio strategies.
Financial advisers favor the 401(k) fee breakdowns that would be required in the Fair Disclosure for Retirement Security Act, which was approved April 16 by a 25-19 party-line vote of the House Education and Labor Committee, even though that stance is at odds with the position taken by the mutual fund and brokerage industries.
While they trust financial advisers, most wealthy investors are not satisfied with the amount of information they get from their mutual fund companies, according to the results of a new survey.
Position your practice at every board meeting and reinforce your board members’ willingness to continue as a resource.
