Keyword: investment research

Wells Fargo Launches Investment Institute

Wells Fargo’s Wealth, Brokerage and Retirement (WBR) division announced on Dec. 3 the launch of Wells Fargo Investment Institute (WFII). According to the announcement, the WFII brings together the investment research, strategy, manager research and publications teams from WBR’s four lines of business to create a single group with a goal of providing world-class advice to both the company’s clients and advisors.   Read More

As TDFs Turn 20, What Does Their Future Hold?

It may have been 20 years since Sgt. Pepper taught the band to play, but their music stopped long ago. Not so with the target date fund concept, which celebrates its 20th birthday this month, and is still growing in popularity and complexity. Wells Fargo and Barclay’s debuted the first TDFs in March 1994 — followed by Fidelity in 1996, The Principal in 2001, T. Rowe Price in 2002 and Vanguard in 2003.   Read More