September 07, 2010 The Anderson School of Management at the University of California at Los Angeles is preparing to forgo public funding in the face of California’s budget crisis....
September 07, 2010 Neal Greenberg, an investment advisor based in Boulder, Colorado, was charged Tuesday, September 7, with fraud and the breach of fiduciary duty by the Securities and Exchange Commission (SEC). ...
September 03, 2010 SMA offers organizations a highly customizable faith-based investment option....
September 03, 2010 Boomers have "surprisingly stable" view about their retirements...
September 02, 2010 Study found that Vanguard ETFs capture about $5.5 million in assets per advisor vs. $5.7 million for iShares. ...
September 01, 2010 What to consider when exploring emerging markets debt....
September 01, 2010 Investors risk serious losses for holding periods longer than a day or two....
August 31, 2010 ETFs swap market cap for sales, earnings weightings....
August 30, 2010 Report is called ‘Dynamic Allocation Decisions in the Presence of Funding Ratio Constraints.’...
August 30, 2010 Long-term investors and those seeking safety not found these days in the stock markets have been fleeing to bonds, giving rise to speculation about a “bond bubble.”...
August 30, 2010 Profits and margins at BofA-Merrill are well ahead of those at Morgan Stanley Smith Barney, despite MSSB’s larger advisor force. ...
August 30, 2010 The Trends in Life Insurance Ownership study, conducted every six years by the life insurance lobbying and marketing organization, found that only 44% of U.S. households have individual life insurance. ...
August 27, 2010 Africa’s key market returned over 13 % in past decade....
August 27, 2010 A little-known portfolio tool can help advisors reduce risk for their clients in severe market slides, financial experts say....
August 27, 2010 Financial experts share several ways advisors can use a little-known portfolio tool to lower risk for their clients and improve diversification....
August 26, 2010 Alerian, a Dallas-based research group, launched the Alerian MLP ETF (AMLP) on Wednesday....
August 25, 2010 Variable annuity sales posted record highs in the second quarter of 2010, the Insured Retirement Institute (IRI) reported Wednesday....
August 24, 2010 Existing-home sales dropped sharply in July to historic lows after the home buyer tax credit expired, but home prices continued to gain, the National Association of Realtors (NAR) reported Tuesday, August 24....
August 24, 2010 Senators express ‘deep’ concern about limiting disclosures to only mutual funds....
August 24, 2010 Callan Associates hired Morgan Dempsey Capital Management, based in Milwaukee, Wisconsin, on Friday, August 20, as a sub-advisor for its Diversified Alpha Small Cap Equity Fund....
August 24, 2010 As many parents dip into retirement savings to pay for their children’s college educations, the parents who work with a financial advisor are saving more for college costs, Fidelity Investments reported in a study released Tuesday, August 24....
August 23, 2010 Investors are pulling out of stock mutual funds in droves, though foreign stock funds are still attracting cash. ...
August 23, 2010 An Opportunity Index to help asset managers focus their distribution efforts is part of Cerulli Associates new study, “Managed Accounts: Asset Manager Distribution Roadmap,” the firm announced on Friday, August 13....
August 23, 2010 Thomas Hoenig, president of the Kansas City Federal Reserve Bank, that the long-term health of community banks is being strangled by the market’s, and the government’s, policy of “too big to fail” toward big banks....
August 23, 2010 Dimensional Fund Advisors (DFA) is expected to roll out the DFA Commodity Strategy by year-end, according to a report by Morningstar Advisor on Monday, August 23. ...
August 23, 2010 Columbia Management Group says that it has proposed 62 fund mergers as part of the sale of its long-term asset-management business to RiverSource Investments, which is owned by Ameriprise Financial. ...
August 23, 2010 An analysis of data provided by the Investment Company Institute, a mutual fund industry trade organization, show bond fund asset inflows have outpaced equity fund inflows for 30 straight months through June....
August 23, 2010 AIG announced that it has repaid almost $4 billion to the Federal Reserve Bank of New York. International Lease Finance Corporation, a subsidiary of AIG, sold $4.4 billion in secured and unsecured notes to make the $3.9 billion payment. ...
August 23, 2010 High-net worth insurer Privilege Underwriters Reciprocal Exchange (PURE) is expanding to another state on its way to becoming a national carrier, our sister publication National Underwriter reported Friday, August 20....
August 23, 2010 While the vast majority of Generation Y’ers believe it’s possible to achieve the American dream in their lifetime, only 34% feel that they have an adequate safety net and 38% say that they have credit card debt, according to a recent MetLife study....
August 22, 2010 Data from Fidelity Investments for the second quarter of 2010 shows that while investors are saving more in their 401(k) plans, hardship loans and withdrawals are also on the rise. ...
August 22, 2010 According to a white paper released by WBI Investments, “The Unconventional Dividend Based Investment Approach,” the strategy touted so much over the years to investors to buy and hang onto stocks within their portfolios is no longer valid ...
August 20, 2010 The Financial Planning Association has announced the three keynote speakers who will share their global and domestic financial perspectives at the FPA’s October 9-12 annual conference. ...
August 20, 2010 Just one day after settling allegations of fraud with the Securities and Exchange Commission, New Jersey sold $2.25 billion in short-term notes, a new record....
August 19, 2010 ETF Securities USA said ETFS Physical Swiss Gold Shares (SGOL) had a record day’s trading volume on August 11 of 1.74 million shares, or $208 million. ...
August 19, 2010 Buzz about the Elliott Wave went viral over the last week as media groups and bloggers talked about Robert Prechter’s forecast for U.S. stocks....
August 19, 2010 Troubling U.S. jobless claims figures and a lackluster manufacturing report out of the Philadelphia area drove the equities markets lower and Treasury prices higher as investors ran for cover in thin trading Thursday, August 19....
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 18, 2010 Gen Y investors will be able to take advantage of Vanguard's latest offering, the Vanguard Target Retirement 2055 Fund....
August 17, 2010 A round of relatively positive U.S. economic data buoyed the markets August 17, with July’s housing starts, producer price index, and industrial production numbers all posting increases and only housing permits showing a decrease....
August 17, 2010 U.S. Trust has appointed three executives to its northeast division, the firm announced Tuesday....
August 16, 2010 FxPro Financial Services Ltd, a global retail broker in foreign exchange and CFD derivatives, is now sponsoring two English Premier League (EPL) soccer teams—Aston Villa in Birmingham, England, and London’s Fulham....
August 16, 2010 Member firms of the Financial Industry Regulatory Authority (FINRA) have elected seven governors, and have supported seven non-binding proxy proposals, the organization announced....
August 15, 2010 According to a white paper released by RidgeWorth Investments, the high-grade municipal bond market still offered attractive opportunities for investors, even though the market was dramatically different from last year....
August 13, 2010 Fundamental Indexing for bond funds may change how you invest in that asset class. ...
August 12, 2010 Independent Portfolio Consultants (IPC) has transferred 1,400 client accounts worth over $1 billion away from troubled broker-dealer Jesup & Lamont Securities Corp. to the broker-dealer subsidiary of Clearbrook Financial....
August 12, 2010 Investors continue to shun U.S. stocks and are increasingly putting their money into funds that feature bonds, commodities, and alternative investments, according to the latest research from Morningstar....
August 12, 2010 Growing weekly jobless claims for the last two weeks in a row have underlined the weakness of the U.S. employment market....
August 12, 2010 Driven by ongoing demand for bond funds, U.S. mutual fund investors added about $25 billion in net new cash to U.S. stock and bond mutual funds in July, Strategic Insight said....
August 10, 2010 Silver Bridge, an independent wealth advisory firm headquartered in Boston, announced on Tuesday, July 20, that it has agreed to acquire H&S Financial Advisors, a San Francisco-based wealth advisory boutique....
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