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Tool Signals When Funds Beat Cash - Or Vice Versa

Investment Guidance Solutions introduced a software tool for mutual fund investing, that gives asset managers buy or sell signals based on whether it is better to be invested in a specific fund or in cash.

Fidelity EVP: 'Investors Frozen in Headlines'

Fidelity Investments Institutional Services has been rebranded as Fidelity Financial Advisor Solutions. Lynne A. Goldman, executive vice president of investment product management and marketing, talked with MME about how the business helps advisers help investors.

SEC Doesn't 'Like' Facebook

Will the recent SEC alert chill the use of social media by asset management firms? Or simply put it on ice?

Fund Transfer Instructions Being Faked, FINRA Says

Investors are to guard against a two-step process where “fraudsters” gain access to their email accounts and then instruct the firms involved to transfer money out of their brokerage accounts.

'Offshore Shams' Abet Mutual Fund Speculation in Commodities, Senator Says

The head of the Senate Permanent Subcommittee on Investigations called Thursday for an end to private letter rulings from the Internal Revenue Service which have “essentially opened the floodgates” for mutual funds to speculate in commodities from offshore tax havens such as the Cayman Islands.

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Articles

SEC Doesn't 'Like' Facebook

Will the recent SEC alert chill the use of social media by asset management firms? Or simply put it on ice?

Going Global, But Not Everywhere

BNP Paribas' Patrick Colle's strategy for global growth.

What MF Global Should Teach Fund Managers

Your collateral is only as safe as your futures trader's risk management system.

Good Intentions, Bad Results in Europe?

Good MIFID, Bad MIFID

Adviser Tech Survey: Tablets Are What's Hot Now

For financial advisers, the introduction of iPad over the past year has changed everything.

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