“We think investors should focus on five broad themes; high-quality bonds, large-cap stocks, defensive sectors, developed markets, and high-quality dividend themes,” said Richard Bernstein, Merrill Lynch’s chief investment strategist, at the sixth annual Dow Jones Indexes/Stoxx, LTD. Global Economic Outlook event in late January. Bernstein believes the volatility that increasingly shook the world’s financial markets as 2007 progressed will be exacerbated during most of 2008 due to a global economic slowdown, the lingering effects of previous monetary policies, the global tightening of credit markets, and earnings disappointments in leadership sectors such as materials and energy.
MassMutual's Haven Life unit developed the product.
Bluespring Wealth Partners is acquiring Vector Wealth Management of Minneapolis.
The IAIS has adopted an approach U.S. life insurers hate, but it's still considering an alternative method they like.
Sponsored by SmartAsset
Cut through the noise and avoid common blunders many FAs make when trying to lure in new clients.
Sponsored by Orion Portfolio Solutions
Outsourcing investment management could be the answer to saving advisors time, improving their client experience, and helping them stand out in a crowded industry. So why are some advisors still reluctant to let go of those tedious day-to-day tasks?
Don’t miss crucial news and insights you need to make informed investment advisory decisions. Join ThinkAdvisor.com now!
- Free unlimited access to ThinkAdvisor.com which provides advisors, like you, with comprehensive coverage of the products, services and trends necessary to guide your clients in making critical wealth, health and life decisions.
- Exclusive discounts on ALM and ThinkAdvisor events.
- Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.
Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.