Updated Wednesday, June 19, 2013 as of 11:39 PM ET
Faced with the contraction of the defined benefit market, which is a large portion of their client base, many hedge fund managers are creating their own hedge fund mutual funds or are signing on as sub-advisors to existing mutual funds in order to penetrate the expanding defined contribution market. The increasing level of competition between these funds will continue to drive down their cost, traditionally some of highest of any asset class, said panelist Dennis Heinke, director of institutional product strategy at Franklin Templeton.
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Scottrade emerged as the top-rated firm in J.D. Power & Associates 2013 U.S. Self-Directed Investor Satisfaction Study, but overall investor satisfaction with self-directed firms declined from last year. more »
Ron O’Hanley, Fidelity Investment’s president of asset management and corporate services, laid out his take on a number of economic trends through a game of red light/green light led by Morningstar’s head of global research Scott Burns. more »
Despite a challenging environment in the hunt for yield, three prominent money managers told advisors and investors that it is possible to do better than the historically low rates many have settled for. more »
The most important thing an advisor can do for clients is to integrate their investment portfolios with the rest of their financial needs, according to Morningstar’s director of global fund research. more »
Most emerging-market stocks fell as Brazil’s Ibovespa sank a day after entering a bear market, while investors weighed prospects for global stimulus measures. more »
Though they face similar challenges in preparing for their financial futures, men and women think about and respond to them in divergent ways, according to research released Wednesday as part of Northwestern Mutual’s ongoing 2013 Planning and Progress Study. more »
Most planners do a lot more than select investments. So how do you measure the value of providing financial planning? more »
Shares of discount brokers are gaining the most since 2003 compared with the Standard & Poor’s 500 Index, a sign that small investors are joining the four-year bull market even after U.S. stocks suffered their biggest losses in six months. more »
Berkshire Hathaway Inc.’s Franklin “Tad” Montross said pension funds that increased bets on catastrophe bonds to improve investment returns may flee the market after a major natural disaster. more »
U.S. bond funds suffered their second-worst withdrawals last week in more than two decades after speculation about an eventual end to the Federal Reserve’s bond purchases sent fixed-income markets lower. more »
Are you a wirehouse advisor with at least $93 million in assets under management? Then you are the kind of advisor asset management distributors most want to reach. more »
“There’s a huge shift this year from last year in overall optimism from the advisors,” says Mark Schoenbeck, senior vice president of marketing for Curian Capital, the asset management firm that conducted the 2013 Curian Capital Survey. “It was a pretty big swing.” more »
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