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Mutual Funds

HelloWallet Aims Financial Management at Mass Market

March 11, 2010 - The company has partnered with the city of San Francisco to offer wealth management services, including tips on money market mutual funds, to its residents through direct mailings in their water and electric bills.

Fund Flows Rounding One-Year Corner

March 11, 2010 - Long-term funds took in $12.75 billion in the latest week, marking the 51st straight week for inflows.

Investors Remain Spooked by Stocks

March 11, 2010 - Many prefer the ability to get in and out of the market quickly through ETFs.

90% of Investors Trust Advisers Amid Turmoil

March 11, 2010 - Hands-on, honest financial planners are winning trust at a time most Americans are mistrustful of the financial services industry in general.

Advisers Relying More on Internal Wholesalers: FRC

March 10, 2010 - However, they also found those internal wholesalers not readily accessible or responsive.

Folio, Alliance Benefit Team Up On Turn-Key 401(k) Platform

March 10, 2010 - The low-cost platform is also customizable.

Advisers Hope Marketing Means Growth in 2010

March 9, 2010 - Sixty-four percent have increased their marketing budgets, up from 53% who had done so in September.

After Bit of Shrinkage, Money Again Flowing to Muni Bond Funds

March 9, 2010 - Municipal bond funds took in a record $69 billion in 2009, according to the ICI.

Capital Fulfillment Offers Summary Prospectus Tool

March 9, 2010 - ClickOne uses patented technologies used by 17 million end users around the world.

Millionaire Ranks Grow 16% to 7.8 Million

March 9, 2010 - And pentamillionaires grow 17% to 980,000.

401(k) Balances Bouncing Back

March 8, 2010 - Younger workers’ portfolios are faring the best due to the market’s relatively bigger impact on smaller balances.

9% of Finance Execs Plan to Hire in Next 3 Months

March 5, 2010 - Robert Half survey finds executives cautiously optimistic.

Fund Streak Now at 50 Weeks

March 5, 2010 - Taking in $10.97 billion in the week ended Feb. 24, long-term fund sales over the past 11-1/2 months have reached $487 billion.

RBC Wealth Profit Rises 72% to $213 Million

March 4, 2010 - Higher fee-bases client assets and accounting adjustments boost earnings.

Seasoned National Accounts Pros Vital to Profitability: kasina

March 4, 2010 - With distribution opportunities at a premium, a top-notch national sales team trumps external wholesalers at fund companies.