Money Management Executive articles

Recent articles from Money Management Executive

Better Transparency Will Help Advisers Shine.(Advice)
July 6, 2009... Byline: John Morgan It won't be easy in the aftermath of a global recession, but with the right mixture of transparency and expertise, wealth managers will be able to regain their status as trusted advisers. "Transparency is the new gold standard of wealth management," said C. Steven...

News Flash.(News Flash)
July 6, 2009... Byline: Editorial Staff Match or No Match, 401(k) Contributions Are Critical Noting that one-quarter of employers have either already cut or plan to cut their 401(k) match, financial advisers are reminding investors of the importance of saving for retirement. Most people...

SEC Asks for Comments on Floating NAV For Money Market Funds.(401(k)s)
June 29, 2009... Byline: John Morgan Regulators are searching for ways to make money market funds stronger without inadvertently crippling the $3.7 trillion mutual industry, but reaching that delicate balance will require compromises from both sides. "We are seeking to strike a proper balance and...

Regulators Target Target-Date Funds; Mandatory Glidepath Could Lower Risk.(Mutual Funds)
June 29, 2009... Byline: John Morgan Regulatory leaders are questioning whether changes need to be made to target-date funds after several 2010 funds reported huge losses last year, but mutual fund industry leaders say these concerns are overblown. Industry leaders agree that target-date funds, also...

2008 Will Be Tough Act To Follow for Sales of Fixed Annuities.(Annuities)
June 29, 2009... Byline: Steve Garmhausen, American Banker Banking companies will be hard-pressed to repeat a banner 2008 in terms of sales of fixed annuities. Fixed annuities were popular late last year and early this year, but with interest rates falling and the markets in a fingers-crossed recovery,...