March 12, 2010 Tax advisors believe a Roth IRA conversion would benefit 43% of their clients this year, a big increase from 13% last year, according to a new study. ...
March 12, 2010 Since the advent of the computer, particularly the desktop computer, investment professionals have looked for a mathematical solution to the world’s equity markets. ...
March 11, 2010 The two units of Fidelity Investments that serve the custody needs of RIAs and the clearing needs of independent broker/dealers announced some key changes in its management....
March 11, 2010 As investment strategists call for ever-more diverse asset allocations in client portfolios...
March 11, 2010 As wealth managers seek to diversify clients’ portfolios with allocations abroad, fund companies are adding vehicles that may provide easy access to non-U.S. markets....
March 10, 2010 Corporate pension plans grew slightly as U.S. equities gained and bond yields ticked up, according to Bank of New York Mellon Asset Management report. ...
March 09, 2010 We have a difference of opinion as to whether Congress can retroactively promulgate tax reform legislation, should they pass any. ...
March 09, 2010 WealthManagerWeb.com has named an advisory board of distinguished women who will select the 50 Top Women in Wealth Management for 2010, a list that honors the most influential women in wealth management today. ...
March 09, 2010 For wealthy clients who employ domestic employees to help run their households, the health and financial exposures are more serious than they probably imagined. ...
March 09, 2010 Who would have thought on March 9, 2009, when the S&P 500 closed at 676, that we would be looking at a close of 1140 on March 9, 2010? ...
March 07, 2010 A report notes that “Senate Banking committee members have received $41.9 million in campaign contributions from PACs and individuals in the financial sector since 2005.” ...
March 04, 2010 Among the tasks that fall to survivors and executors of any estate, but certainly one in which there are substantial assets, is to gather the records of assets and accounts, values and costs. This may never have been more challenging than it is now. ...
March 03, 2010 Custody rule takes affect March 12; SEC working on final pay-to-play rule ...
March 02, 2010 Wealth Manager kicks off the second annual Top Women in Wealth Management Survey, while women advisors gather in New Orleans....
March 01, 2010 For an increasing number of investment managers who either already market ETFs or are looking to start, the pixie dust needed to get new funds off the ground is active management. ...
February 25, 2010 Amendment asks SEC to study advisor/broker obligations ...
February 25, 2010 Largest independent B/D adds 750 new advisors to its fold ...
February 25, 2010 Industry survey finds that advisors who use options in their investment strategies are a cut above those who don’t. ...
February 25, 2010 The Securities and Exchange Commission (SEC), has approved a rule that will restrict short sales of stock under certain circumstances. ...
February 22, 2010 The odds are only 1 in 1000 that a market prognosticator will be able to correctly time their entry and exit from the market on five separate occasions....
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