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'Personal Relevance' is Key to Firm Perception

Among the wealthiest clients, Fidelity and Vanguard retain their perennial leadership positions in firm perception, but there is room for others to advance their brand, according to a new study on investor sentiment toward insurance and retirement investment product providers.

Advisors Report Surge in Risk Appetite

A big jump in clients’ risk appetite is why the Retirement Advisor Confidence Index climbed 2.3 points in December, reaching a five-month high of 54.

Which Funds Are Too Risky for IRAs?

The pursuit of yield has driven both advisors and investors toward newer, more complex ETFs and closed-end funds — products that use leverage, employ derivatives, deal in options and futures, sell short and so on. When such funds are held in clients’ IRAs they can generate additional problems for advisors, creating tax headaches and raising questions about investor suitability.

Industry Highlights and Trends

The industry saw Bill Gross attracting $769 million to Janus, the global ETP market breaking an asset record, a prediction on how much of 401(k) contributions that target-date funds will capture by the end of the decade and a J.P. Morgan executive joining Wilton, Conn.,-based Commonfund as CEO.

Fall of the Bond King: Gross Lost an Empire as Pimco Cracked

Bill Gross’s exit unleashed a crisis that Pimco is still trying to contain. His departure was followed by record withdrawals from the mutual fund he once ran, and which he built into the world’s biggest.



Executive Briefings

T. Rowe Price Group has no immediate plans to begin offering active exchange-traded funds, the Baltimore Business Journal reports.

MFS Building Brand Abroad

Money Management Executive recently spoke to Jim Jessee, president at MFS Fund Distributors, Inc., the distribution arm of the firm's U.S. fund business, and co-Head, Global Distribution, about the firm's "Building Better Insights" branding initiative and other trends he sees within and outside of the firm.