More than two years after the launch of the first variable annuity based on exchange traded funds, VA providers and financial advisers are still ap-proaching the product with caution.
The debate over issues related to the broker-dealer exemption rule continues.
The market for debt securities from issuers already in, or heading for, default has virtually stalled. And issuance may become even scarcer.
Financial planners and investment advisers apparently are doing their jobs well — their clients and other individual investors are diversifying their investments as never before.
With the launch of the first-ever life cycle exchange traded funds, TDAX Funds Inc. plans to muscle in on the fast-growing life cycle mutual fund market.
To introduce brokerage customers to its life cycle mutual funds, John Hancock Financial Services Inc. has unveiled a free Internet tool that allows advisers to generate investment plans for clients.
The walls of Neal Simon's office at Highline Wealth Management LLC are lined with the images of people he and his wife photographed during their travels through China, Guatemala, India, Indonesia and Peru.
Asset class is the key basis for deciding among active versus passive management strategies for mutual funds.
Although top mutual fund managers increased their advertising budgets by 20% last year, to almost $231 million, overall ad spending on mutual fund products — by all types of financial providers — declined by about 14%.
The SPDR Lehman International Treasury Bond ETF began trading today, State Street Global Advisors announced.
The first state-specific municipal bond exchange traded funds began trading today, Barclays Global Investors announced.
Rydex has kicked off a web initiative to put investors in the know about exchange traded funds.
The private-equity fund will invest in China, South Korea, Singapore and Taiwan as well as Japan, India and Australia.
Investors' increasing appetite for ETFs and alternative investments is sapping money from stock funds — a trend that some say could last for several years.
The number of mutual funds receiving the highest possible stewardship grades from investment research provider Morningstar Inc. dropped, while the number receiving the lowest grades increased as a result of the company's Sept. 25 revision of its grading system to impose new, tougher standards.
The five TDAX Independence ETFs are a joint venture between TD Ameritrade and XShares Advisors.
The ETF 50 Index increased 4.7% in September, marking its largest monthly gain this year.
September hedge funds recovered from a sickly August to generate positive returns of 0.85% net of fees for investors.
