Top Stories


May 16, 2014 - Tom Roseen

Fund Investors Embrace Municipal Debt Yields

For the week ended May 14, 2014, fund investors were net purchasers of fund assets (including those of conventional funds and exchange-traded funds [ETFs])—for a second consecutive week, injecting a net $14.7 billion.

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May 15, 2014 - Nick Jardine

Voya Financial Hires Two In Retirement Plan Push

Voya Financial, formerly ING U.S., has added two to its team to boost its service to larger retirement plan clients.

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May 16, 2014 - Stan Wilson

MMF Rule May Be Shield Against SIFI Designation

The possibility of the Securities and Exchange Commission adopting a tough money market fund rule might head off moves to designate big fund complexes as systematically important financial institutions (SIFIs), according to observers of Washington’s systemic risk discussions.

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May 16, 2014 - Dervedia Thomas

Marketing Fixed-Income Funds? Focus On Risk Management

Mutual fund firms are churning out new fixed-income products to satisfy so called “yield starved” investors.

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May 16, 2014 - Nick Jardine

Fund Firms Plan To Move Away From Broad Marketing Terms

Fund firms that brand their products with catch-all terms such as “liquid alternatives” or “smart beta” may soon move away from using such broad terms to describe their offerings.

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  • Search & Hire Directory: A listing of defined contribution plan search and hire activity, provided by iiSEARCHES. The Potential category includes early notice of future activity; the Completed category shows closed searches to help you see who’s winning the most business. The New category includes links to the iiSEARCHES database for RFPs and contacts.
  • Lipper Fund Flows: Monthly updates and analysis of fund trends, backed by Lipper data and commentary. We provide synopses to get you to your next meeting well-armed with the latest fund trend intelligence.
  • Money Fund Watch: Weekly rankings and performace data of the top-performing retail money-market mutual funds, as provided by iMoneyNet. Includes data on tax-free national retail, prime retail and government retail funds, all with total portfolio assets over $1 billion, excluding restricted funds.
  • New Fund Filings: weekly update of filings for new funds and share classes from Strategic Insight’s Simfund database.

From around the web

  • InvestmentNews

    SEC Plans Liquidity Rules

    The Securities and Exchange Commission is working on rules that would limit how much mutual funds can invest in illiquid assets or use derivatives to increase returns. The rules are designed to ensure funds are liquid enough to meet redemptions and that managers have plans in place should funds fail. (InvestmentNews)
  • PlanSponsor

    Buck Adds Principal

    Buck Consultants said Patrick Coughlin is joining as principal in its wealth practice. He was previously with Charles Schwab and Fidelity Investments. (PlanSponsor)
  • PlanAdviser

    TriStar Launches Secure Portal

    TriStar Pension has launched a new secure web portal. The firm said the portal is part of a push to streamline communications and enhance security. (PlanAdviser)
  • FundWeb

    Square Mile To Offer Research Through Cofunds

    Square Mile has reached a deal to offer fund research on the Cofunds adviser platform. Square Mile has formed partnerships with Zurich and FE Analytics this year as well. (FundWeb)
  • FundWeb

    Nucleus Launching Annuities Portal

    Nucleus is launching an annuities portal this month in partnership with Spire Financial. The firms said it has been planning the portal with 10 firms for the last 12 months. (FundWeb)
  • Bloomberg

    Canada Plans Near Telestat Deal

    The Ontario Teachers’ Pension Plan and the Public Sector Pension Investment Board are nearing a deal to buy Telestat Holdings. The funds are planning to acquire equal ownership and voting stakes in the satellite company. (Bloomberg)
  • InvestmentNews

    Fund Investors Face Tax Bills

    Fund investors face higher taxes and their advisers should prepare them for the bill, market participants say. “It's been five-plus years of success in the market,” said Bradley Weber, a principal at Aspiriant. “Every investor should expect capital gains distributions." (InvestmentNews)
  • PlanAdviser

    Mercer Adds DC Exec

    Mercer has hired Gina Gurgiolo to its defined contribution advisers specialty practice. She will serve markets in Chicago and throughout the Midwest. (PlanAdviser)
  • PlanAdviser

    Ameritas Adds 32 Funds

    Ameritas Life Insurance has added 32 new funds to its retirement plan options. The firm said the expansion brings the total offering to more than 235 funds. (PlanAdviser)

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