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News

SPARK Seeks Universal Retirement Plans for Small Employers

The organization says it’s less expensive and simpler than an automatic IRA.

Vanguard Thinks Online With Targeted Ad Campaign

The theme is: “Stop just investing and start Vanguarding.”

Fidelity Creates RIA 'Client Experience Organization'

Serravalli is heading the new unit, whose model has already been in testing for the past few months.

This Recovery Is For Real: TrimTabs

The research firm points to a 3% increase in wages and 9% jump in online job postings.

JPMorgan Chase to Launch ETF Family

The company is planning both actively managed and index-based ETFs.

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Articles

Once Investors Flee Bonds, Equities Will Be Ready For Their Close-Up

NEW YORK -- Experts predict equities and equity mutual funds could have a double-digit rally later this year -- if investors respond as they should and flee a future correction in the bond market. Retail and institutional investors still leery of the stock market have been pumping billions of dollars a week into municipal bond funds (see related story, page one), causing bond prices to soar and stock prices to struggle, but some portfolio managers say they're worried that the natural balance between stocks and bonds has swung off-kilter and may be headed for a short-term price correction.

Record Money Again Flowing to Muni Funds

Investors continue to stuff municipal bond mutual funds with cash, supporting bond prices even as by some measures they are nearly as expensive as they have ever been. Early last month, it appeared fund flows had finally slowed down. Cash was landing in municipal funds at a rate of less than $1 billion a week for the first time in six months. Now it appears that may have just been a blip.

Week In Review

9% of Finance Execs Planning to Hire Soon, Only 1% Bailed Out of Stock Funds at Height of Stock Market Volatility, JPMorgan Fund for Near-Retirees Takes on Unusually High Risk, Folio and Alliance Benefit Offer Turn-Key 401(k), Money Funds Welcome Fed's Reverse Repos, Caterpillar and Hartford Life 401(k) Fee Cases Embolden Workers, Seasoned National Accounts Pros Vital to Profitability, FRC Says Advisers Relying More on Internal Wholesalers, and RIAs Look to Social Media and Alternatives for Growth.

JPMorgan Eyes Top-Five Status for Fund Unit

Being owned by a bank has handcuffed many mutual fund units. Just don't tell that to JPMorgan Chase & Co.'s J.P. Morgan Funds. The unit increased its assets under management 6.97% last year to $445 billion and now has its sights set on developing more assets through banks to move up the rankings from the 10th-largest fund company to become one of the top five.

Week In Review

Endowment Assets Expected to Change Hands in 2010, RIAs Claim $1 Million Not Enough For Retirement, Schwab Says Frugal is the New Normal, 72% of Workers Age 60+ Putting Off Retirement, Hedge Fund Assets Grew 62% in '09 to $1.96 Trillion, and Madoff 401(k) Funds Being Used to Terminate Plan.

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