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

  • PlanAdviser

    FMA Adds Analysts

    Fiduciary Management Associates added John Nelson and Xiaoling Wang to its investment research and analysis staff. Nelson will cover the financial service sector and Wang will cover the basic materials and utilities sectors. (PlanAdviser)
  • Reuters

    Raymond James Nabs Wells Fargo Team

    Raymond James Financial Services said it added a four-person team of brokers from Wells Fargo Advisors Financial Network in St. Petersburg. The team led by Kenneth Compton managed $170 million. (Reuters)
  • FundWeb

    M&G Plans Floating-Rate Fund

    M&G is launching a global floating-rate fund in September. The M&G Global Floating Rate High Yield will be managed by James Tomlins. (FundWeb)
  • InvestmentNews

    Voya Doubles Female Advisers

    Voya Financial Advisors has doubled the number of female advisers in its workforce over the past eight years. The firm created a women's adviser network and mentoring program and holds a national conference for female advisers once a year. (InvestmentNews)
  • Company Announcement

    Funds See Inflows

    Long-term funds took in $8.46 billion for the week ended Aug. 20, according to the Investment Company Institute. Bond funds took in $4.99 billion. (Company Announcement)
  • PlanAdviser

    Lincoln Adds Directors

    Lincoln Financial Group said Alek Nabulsi, Ryan Rayburn and Randy Hall have joined its national participant engagement team. Nabulsi is adviser director for the southeast U.S., Rayburn is based in the central region and Hall is retirement consultant director in the western region. (PlanAdviser)
  • FundWeb

    GAM Launches Fund

    GAM has launched a fund focused on mortgage-backed securities to be managed by Gary Singleterry and Tom Mansley. GAM acquired Singleterry Mansley Asset Management in June. (FundWeb)
  • FundWeb

    GVO Adds Analyst

    GVO Investment Management hired Adam Khanbhai as a research analyst for its investment team. He was previously a consultant at OC&C Strategy Consultants. (FundWeb)
  • InvestmentNews

    Schwab Loses Morgan Stanley Claim

    A Financial Industry Regulatory Authority arbitration panel rejected Charles Schwab & Co. claims that Morgan Stanley engaged in unfair competition with an “actionable raid” on a Schwab office in San Francisco. Schwab also alleged that Morgan Stanley had induced its employees to breach their contracts. (InvestmentNews)

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