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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.

Fidelity Operating Income Rises 13% on Stocks Rally

(Bloomberg) -- Fidelity Investments, the second- largest U.S. mutual fund company, reported a 13% increase in operating income last year as the rally in equities boosted assets. Earnings, excluding costs such as interest and taxes, climbed to $2.6 billion from $2.3 billion in 2012, the Boston- based company said today in its annual report to shareholders. Revenue rose 7.9% to $13.6 billion. …

Manage Income Expectations

With baby boomers retiring in the next few years, how to generate adaquate income will be front and center for money managers.

Brits May Cap Retirement-Plan Fees, Should We?

(Bloomberg) -- We all know that the U.S. has a looming retirement crisis. The baby boomers do not save enough for their golden years. Social Security is funded at levels that are less than ideal. Private savings in the form of Individual Retirement Accounts and tax-qualified plans like 401(k)'s also appear to be insufficient. …

Russell Survey Says Advisors Retirement Income Plans May Not Be On Track

Retirement income planning has become a significant or core part of business for nearly three quarters (73 percent) of financial advisors, but these same advisors may be flying blind when it comes to assessing whether clients are on track to achieve sustainable retirement income.



Retirement Firms Target Younger Investors

A new study by retirement and investment trends research firm Hearts & Wallets, LLC found that more retirement firms are considering the lifetime value of consumers-currently 55%, up from 43% in 2010-showing an increased focus on younger investors.

F-Squared Focus: Retirement Revolution

F-Squared Investments is aiming to start a revolution in the retirement market with its strategies that tame the bear while still riding the bull.

Executive Briefing

Morgan Stanley and Co. has agreed to pay $100,000 to the New Jersey Bureau of Securities. This came after Bureau investigators found the company was in violation of state securities laws and regulations in its sale of non-traditional exchange-traded funds to investors.

Key Points To Remember On Fund Fees

Over the past two decades, investors have paid less and less to own shares of mutual funds. That's because investors demand low-cost funds, and because the fund industry is one characterized by competition, innovation, and economies of scale.

Executive Briefings

It looks like Nationwide Mutual Insurance Company will have its day in court come January 2014 to defend itself against a mutual fund lawsuit.