2011: A Year of Change for Advisors
By David MasseyThe SEC has released its proposed transition schedule regarding the "switch," which becomes effective July 21, and NASAA would like feedback from you on its proposed rule on private fund advisors.
January 05, 2011
Financial physicsOne of the best ways to understand the twists and turns that are part of every stock market cycle is by reading (and re-reading) Ed Easterling's "Unexpected Returns -- Understanding Secular Stock Market Cycles" (Cypress House, 2005).
January 05, 2011
A tsunami of spendingOn January 1, 1946, the first drop landed in the ocean. That drop caused a small, insignificant ripple.
January 05, 2011
Financial physicsOne of the best ways to understand the twists and turns that are part of every stock market cycle is by reading (and re-reading) Ed Easterling's "Unexpected Returns -- Understanding Secular Stock Market Cycles" (Cypress House, 2005).
January 05, 2011
Time for an encorePerhaps you have heard of the term "encore career." Popularized by Marc Freedman of Civic Ventures -- a nonprofit think tank on boomers, work and social purpose -- it's used to describe a post-retirement career.
January 05, 2011
2011 Market Forecast (and a Review of 2010’s 4Q)Investment returns were solidly positive in the fourth quarter, thanks to increased consumer spending, a better-than-expected Christmas season for retailers, and improved earnings.
January 04, 2011
Generating leads still keeping advisors up at nightWe sent out our annual advisor's survey over the holidays. If the e-mail got lost in your inbox, take the time--10 minutes tops--to fill out the survey and earn a chance to win a $100 American Express gift card.
January 04, 2011
A Volatile Ride for Closed-End Funds in 2010A healthy increase for the year—to %5.9 billion—in CE fund IPOs.
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