September 01, 2010 What to consider when exploring emerging markets debt....
August 30, 2010 Report is called ‘Dynamic Allocation Decisions in the Presence of Funding Ratio Constraints.’...
August 25, 2010 The global asset management business rebounded strongly in 2009....
August 25, 2010 While market and world events have caused independent investment advisors to maintain a somewhat conservative outlook, there are still a few bright spots in their forecast, according to a Charles Schwab survey of independent RIAs released Wednesday....
August 19, 2010 Total annuity sales increased 11% from the first quarter of 2010, the first quarterly increase since the fourth quarter of 2008, LIMRA reported. ...
August 15, 2010 Social Security anniversary highlights ‘imminent need for lifetime income.’ ...
August 13, 2010 Fundamental Indexing for bond funds may change how you invest in that asset class. ...
August 05, 2010 Sun Life Financial (SLF) reported net income of $213 million for the second quarter of 2010, compared with net income of $591 million in the same period last year. ...
July 30, 2010 High-net-worth survey shows wealthy investors understand the need to diversify....
July 30, 2010 Janus Capital Group rolled out Perkins Value Plus Income Fund, the first product it will jointly manage with another firm, on Thursday, July 29. ...
July 29, 2010 The retirement-services unit of Symetra had sales of $623.9 million in the second quarter, up 10% over sales of $568.5 million in same year-ago period. ...
July 26, 2010 ConvergEx Group named winners of its Jaywalk Independent Research Provider Performance Awards for the second quarter of 2010 on Monday, July 26. ...
July 20, 2010 Searching for less correlation? New fund may help diversify portfolios across multiple asset classes....
July 13, 2010 Is Greece’s sovereign debt crises about to crash down upon the developed world?...
June 30, 2010 A team from Morgan Stanley will serve Knight’s broker/dealer and RIA clients. ...
June 29, 2010 Precious-metal funds, though, are up close to 12% for the quarter and nearly 13% for the year through June 24....
June 10, 2010 U.S. Trust adds 6 wealth management experts; Atlantic Trust names portfolio manager and analyst...
June 09, 2010 No repayment of principal, pays a coupon that is linked to the survivorship of a cohort...
June 07, 2010 In exclusive interview, Jeffrey Gundlach notes housing market remains difficult.
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June 07, 2010 Gundlach was early to call attention to serious problems in the credit markets in early 2007, calling the mortgage markets an "unmitigated disaster," at that time.
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June 04, 2010 But tepid job growth in the private sector concerns analysts...
June 01, 2010 Americans spent less in April but earned and saved more; consumer sentiment rises ...
May 18, 2010 EU law endangers London’s standing as financial center...
May 06, 2010 Should government officials be fiduciaries?...
May 04, 2010 More than a third (39 percent) of American investors say they define “financial success” as being debt-free....
May 04, 2010 LPL Financial Corp., the largest independent broker-dealer in the U.S., released the first one-year update on the performance of its Current Conditions ...
May 04, 2010 A trio of insurers released earnings with all reporting a strong turnaround over last year’s dismal showing. ...
May 03, 2010 Weekend interview: Jacob Kirkegaard at the Peterson Institute for International Economics....
April 29, 2010 Congress announced hearings into the potential impact the monetary crisis in Greece will have on markets in the U.S. and abroad. ...
April 26, 2010 The Municipal Securities Rulemaking Board (MSRB) has requested comments on a proposal to standardize the way brokers and dealers set market prices for municipal securities. ...
April 20, 2010 Citi’s earnings hit $4.4 billion; Smith Barney unit triples income...
April 05, 2010 Taxable Build America Bonds may appeal to a broader investor demographic than tax-exempt bonds. ...
January 05, 2010 With U.S. tax receipts, income tax collections and sales tax revenues down, many investors are worried about the fiscal health of municipal issuers at the state and local levels. ...
December 28, 2009 While tax-free municipal debt issuance won’t match 2008 levels, it will be higher, and taxable muni issuance will sharply rise in 2010, according to a forecast from The Securities Industry and Financial Markets Association (SIFMA). ...
December 23, 2009 BlackRock’s iShares has launched two new fixed-income ETFs that will provide a way to allocate portfolio assets to a broad index of longer corporate, U.S. and international bonds. ...
December 10, 2009 William McNabb III will add the title of chairman to his current post as Vanguard’s president and CEO, on January 1....
October 08, 2009 Among the factors for determining future allocation decisions is the most likely direction for inflation. We have noticed a number of investment firms launching new funds to profit from the inevitable return of high prices. ...
September 25, 2009 Typically, stocks and bonds go in opposite directions, a tendency that has exhibited itself throughout most of 2009. But in the last four weeks, long-dated Treasuries have risen right alongside equities, as the pair has each notched a 6% gain....
September 11, 2009 Hedge fund managers who want to invest in distressed debt in Asia can get some help in the form of a new “strategic” partnership between two hedge fund service providers. ...
September 08, 2009 Once an advisor has that trusted relationship with a client, can the advisor “go back” to a non-fiduciary relationship?...
August 26, 2009 A bond research portal is the newest addition to MarketScope Advisor, part of Standard and Poor’s (S&P) Equity Research services....
August 20, 2009 (SIFMA) survey projects net treasury issuance to continue to rise in the third quarter of 2009, from second-quarter levels, but it’s not projected to hit a level as high as the $527 billion seen in the third quarter of 2008. ...
August 18, 2009 Vanguard will be adding seven new bond index funds and ETFS to its range of actively managed funds. ...
August 12, 2009 The Federal Open Market Committee announced after its August 12 meeting that it believes that “economic activity is leveling out”—presumable that means the free fall is abating. ...
June 24, 2009 Interest in Treasury Inflation Protected Securities (TIPS) is surging as investors seek protection against both inflation and deflation. ...
April 22, 2009 Many ultra-wealthy private investors fared better than large institutions in the 2008 downturn, because of the investors’ higher-than-usual allocations to cash, according to the latest research from the Institute for Private Investors’ (IPI)....
April 01, 2009 Robert L. Rodriguez was early to recognize problems in the credit markets, having gone to a “plain vanilla” stance years before the financial tsunami hit....
April 01, 2009 When the FDIC takes over a failing bank, it winds up selling off its assets. The federal agency now may be involved in an asset sale of a different kind—taking toxic assets from troubled, but too-big-to-fail banks and placing them into a “bad bank.” ...
April 01, 2009 Portfolio diversification, by combining low-volatility fixed income with higher-risk/higher-return asset classes, provides superior risk-adjusted returns across market cycles. ...
April 01, 2009 As of early March 2009, bonds had outperformed stocks over the last 30 years, earning a total return of 9.4% versus 8.8% annually for stocks....
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