Byline: Lisa Shidler Lipper Inc. today is announcing that it is partnering with The McHenry Group LLC to launch the Lipper Retirement Solutions Platform. The New York-based fund research firm said the online tool will aid ...
Lipper to launch online retirement tool Lipper Inc. today is announcing the launch of Lipper Retirement Insight, a web-based tool for financial advisers that includes programs for investment management. The New York-based fund research c ...
ENDEXX Corporation (OTC: EDXC), provider of VisualBoardBooks' ePortalXRM Technology, today announced a marketing partnership with Lipper Inc., the leading fund analysis and research firm. Under the agreement, Lipper will introduce its clients to VisualBoardBooks' XRM Technology Platform. VisualBoardBooks/Lipper Interface technology will provide online board books, such as advisor contract renewal...
Byline: David Hoffman NEW YORK - Market experts are debating whether American Funds is getting too big for its own good. For the third year in a row, the fund group, offered by Capital Research and...
By Eileen Ambrose, The Baltimore Sun Knight Ridder/Tribune Business News Sep. 19--It's about time that small investors who stuck with mutual funds through a year of scandal got some good news. Thanks to last year's stock market gains, fund settlements ...
Byline: David Hoffman PHILADELPHIA - Mutual fund tracker Lipper Inc. is evaluating plans to overhaul its fund classification system, a move that could pose formidable competition to rival Morningstar Inc. The new classification system wo ...
Byline: Rick Miller CHICAGO - To compete better in the intermediary market, Lipper Inc. in New York has forged a deal with an automated-text-generation firm to produce new mutual fund reports for advisers and their clients. ...
By Harriet Johnson Brackey, The Miami Herald Knight Ridder/Tribune Business News Oct. 12--Let me tell you about an investment designed for those who, frankly, hate investing. It's easy to own. It's not expensive. It won't...
By Steven Syre, The Boston Globe Knight Ridder/Tribune Business News Oct. 7--The mutual fund arm of John Hancock Financial Services Inc., a struggling investment shop with poor performance, is shaking up its corps of money managers. Will Braman, the chief investment officer...
Byline: Frederick P. Gabriel Jr. So much for going for the gold. After two straight years at the top of the mutual fund heap, gold-oriented funds have finally lost their luster. ...
By Andrew Caffrey, The Boston Globe Knight Ridder/Tribune Business News Jul. 6--There were times during the bear market when the tiny mutual fund Suresh Bhirud manages, Apex Mid Cap Growth, "really went through the ringer," he said. Investors pulled out their ...
Business Editors LONDON--BUSINESS WIRE--Dec. 2, 2002 Reuters, the global information, news and technology group, and Lipper, the leading fund analysis and research firm, announced today that Lipper has acquired the operations of Capital Access International, which provides institutional investor profile information and bond ownership analysis to thousands of...
By Beth Healy, The Boston Globe Knight Ridder/Tribune Business News Aug. 27--Investors ran for cover amid the market's storm in July, pulling a record $49 billion out of stock mutual funds during the highly volatile month, according to fund tracker Lipper Inc. ...
By Beth Healy, The Boston Globe Knight Ridder/Tribune Business News Mar. 19--Putnam Investments made official yesterday its plan to eliminate 11 of its 66 mutual funds, a move aimed at cutting small portfolios and refocusing the Boston firm's energy on improving performance in...
By Steven Syre and Charles Stein, The Boston Globe Knight Ridder/Tribune Business News Nov. 21--The stock market has snapped back smartly since it hit bottom amid the anxiety and uncertainty of late September. Can your mutual funds make the same claim? ...
By Dolores Kong, The Boston Globe Knight Ridder/Tribune Business News Apr. 2--Bear-bitten fund investors ran for cover during the first quarter of 2001, but there were precious few places to hide. Losses across almost all stock mutual fund categories, from growth...
Value investing has been in vogue for more than a year, but even so, new money has been pouring into the liberty Growth Stock Fund, which now holds more than $1.9 billion. Credit for much of the fund's appeal goes to Erik Gustafson,...
By Beth Healy, The Boston Globe Knight Ridder/Tribune Business News Feb. 23--In the biggest month ever for mutual funds, investors bought $141.1 billion worth of fund shares in January. But they weren't going out on a limb: For the most part, they bought...
Jan. 28--Mutual fund shareholders know the drill. The profits realized on stocks that fund managers sell during the year are passed through to shareholders, typically in December. And the shareholders must pay taxes on the profits, even if they don't touch the...
NEW YORK -- While most investors in international mutual funds are getting hammered this year, those who put their faith in Canada have been handsomely rewarded. Consider that U.S. funds dedicated to Canadian stocks have risen an average of 18.5 percent year-to-date, according to Lipper Inc., a...
