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By Joyce Hanson, AdvisorOne |
April 24, 2012
“The relationship with the advisor as opposed to the product provider has become much more important to investors,” said Boston Consulting Group's Gary Shub during his MFEA talk.
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By Vaughan Scully, Standard & Poor's |
March 1, 2010
For an increasing number of investment managers who either already market ETFs or are looking to start, the pixie dust needed to get new funds off the ground is active management.
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By Janet Levaux, AdvisorOne |
October 1, 2009
On January 1, 2010, nearly $1.4 trillion of retirement assets will become eligible to be converted to a Roth IRA. The Tax Increase Prevention...
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By Kenneth Silber, Research |
December 1, 2008
Boston has played a key role in American financial history since the beginnings of the nation. That role sometimes gets overlooked, partly because so much...
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By Staff Writer |
June 25, 2008
Investors may be put off by liquidity restraints in annuities, and wary of hidden fees, according to the Wall Street Journal. The paper cites a...
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By Staff Writer |
May 28, 2008
Purchasing long term care insurance would seem to be a basic strategy to guard against longevity risk. But LTCI continues to struggle with market penetration....
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By Janet Levaux, AdvisorOne |
March 1, 2008
Fidelity Investments has reopened its 45-year-old Fidelity Magellan Fund to new investors, effective January 15. The fund had been closed to new accounts since September...
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By Janet Levaux, AdvisorOne |
December 1, 2007
Baltimore-based T. Rowe Price Group says its quarterly results for the three months ended September 30 included net revenues of $571 million, net income of...
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By Janet Levaux, AdvisorOne |
March 1, 2007
John Hancock Funds has introduced two new fund-of-funds products: the John Hancock International Allocation Portfolio and the John Hancock Lifecycle Portfolios. "Both new products demonstrate our...
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By Staff Writer |
June 1, 2004
May 27, 2004 -- John Hancock Financial Services Inc. appointed James Shepherdson chairman and chief executive officer of its mutual funds unit. Shepherdson replaces Maureen Ford...