New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains Approval
This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.
Advisors’ Bad Behavior
Despite the large and growing body of research on behavioral finance and its role in the investment process, convincing most investment professionals of the merits of behavioral finance is still an uphill battle.
10 Tax Tips for Advisors in 2012
James Duggan, founder and principal attorney at Duggan Bertsch in Chicago, a business, tax, estate and wealth planning law firm, offers a checklist of items that tax advisors can keep in mind as they review the particular needs of their clients this year.
Deal Is Reached to Avoid Government Shutdown
Perilously close to a government shutdown, President Barack Obama and congressional leaders reached agreement late Friday night to cut about $38 billion in federal spending and avert the first federal closure in 15 years.
What Advisors Need to Know About Mideast Hot Spots—Slideshow
Talking points for your clients on the economic and markets impact of regime change in North Africa and the Mideast.
ISM Shows December Growth Fastest Since May; Construction Spending Rises
Manufacturers produced more goods and booked more orders last month, leading to the fastest growth in factory activity since May, and construction spending also rose.
Liability Hazards of 12 Days of Christmas The Price of Risk Management
A witty proposal on risk management issues takes a look at “The Twelve Days of Riskmas.”
Jobless Claims Fall, Durables Rise Excluding Aircraft; Economists Still Wary About Recovery
Faintly upbeat news from Labor and Commerce weren't enough to lift the U.S. stock market's mood on June 24 as mixed jobs and manufacturing data left investors wondering where the economy is headed.
Launching Commodities and More
CRBA is benchmarked to the Thomson Reuters/Jefferies CRB In-The-Ground Global Agriculture Equity Index, which selects from a global universe of publicly traded companies engaged in...
A New ETF Playbook
What will become of stocks over the course of 2009? And how about the faltering U.S. economy? Is the housing market done correcting? Where are...