Fidelity Investments says it still isn't offering third-party target date funds on its adviser-sold 401(k) platform. Not all fund companies signing on to the platform understand that to be the case, however.
Trying to capture some of the more than $3 trillion in cash sitting in client accounts, advisers are looking outside the style box to identify those undiscovered funds that have the potential to be tomorrow's gems.
Financial advisers and branch managers chose American Funds as the firm which best meets their needs for marketing materials, according to a study released today by Financial Research Corp.
The Securities and Exchange commissioner says "vague and confusing" language describing target date funds led to investor confusion when investments performed poorly during the market downturn.
Preparing for a shift in the economic climate, several fund companies are launching funds designed as inflation hedges.
Stock picking in the current market requires a renewed focus on corporate economics and balance sheets, said Larry Coats, manager of the Oak Value Fund (OAKVX).
Allianz Global Investor Solutions is planning to lower the fees on its target date and target risk funds in the next few months, according to a firm executive.
Fidelity Investments is discussing adding non-proprietary target date funds to its adviser-sold 401(k) platform.
Because financial products generally are sold and not bought, financial services companies traditionally have been great sales machines and lousy marketers.
Mutual funds saw inflows of $44.5 billion in January, according to report released today by Morningstar Inc.
After nearly four years of linking its management fee directly to its investment performance, TFS Small Cap Fund (TFSSX) is raising the white flag and reverting to a more traditional static expense ratio.
Corporate-dividend payouts have fallen over the past few years, but the bottom is now in sight, according to Job Curtis, manager of the $570 million Henderson Global Equity Income Fund (HFQAX).
Despite last year's rally, there remains a pocket of opportunity among those stocks that have lagged the overall market, according to Mark Donovan, manager of the $500 million John Hancock Disciplined Value Fund Ticker:(JVLAX).
The recent pattern of money flows into bank deposits suggests growing investor concerns that an inflationary period is looming, according to Dan Geller, executive vice president at researcher Market Rates Insight.
A friend in the mutual fund business, whom I respect, has shared some observations about money market funds that are alarming and worthy of note.
John Hancock Funds LLC has filed papers with the Securities and Exchange Commission to launch a new suite of target date funds that are specifically designed for investors up until the point they retire, a company official said today.
International money managers drawn to dividends have been gobbling up shares of U.S.-based companies over the past year, according to Moudy El-Khodr, co-manager of the ING Global Equity Dividend Fund Ticker:(IAGEX).
InvestmentNews today announced the winners of its inaugural Adviser's Choice Awards, which honor financial advisers' top picks for the most outstanding companies and portfolio managers in the mutual fund industry.
