Economy & Markets
The important economic and stock market news that advisors need to know.
In the Running
By Staff WriterThere were just six SMA Awards given, but there were more than six worthy candidates. Here are this year's semifinalists: Large-Cap--C.S. McKee, LP--Domestic Value Equity Wedgewood Partners,...
April 01, 2008
India ETF Debuts on NYSE ArcaThe PowerShares India Portfolio (PIN) began trading March 5 on the NYSE Arca. The new fund follows the Indus India Index which provides coverage to industry...
April 01, 2008
Northern ExposureAdvisors have long known about globalization and how much faster many other countries--especially emerging markets like China, India, Russia, and Brazil--have been growing than the...
April 01, 2008
Spend Like There Is a TomorrowAs I write this article, I am having an outer body experience. I can swear I am in the midst of a Seinfeld episode. But...
April 01, 2008
Stagflation NationAbout a year ago, I was interviewing the head of a New York City-based broker-dealer for my Research column. The conversation turned to inflation --...
March 31, 2008
Keep your cool, close with confidenceThe summary trial close is the final step in closing the sale, which I identify as the "element of hurry." It consists of two parts. First, summarize and review the main points of your presentation. List all the features and benefits that they have
March 27, 2008
Beyond Stocks and BondsAt a time when financial market conditions are going from bad to worse, experts believe that those who can afford to put some of their retirement savings into alternative assets will increasingly be looking to do so.
March 13, 2008
Wrap Product Guarantees Managed Account IncomeThe Phoenix Companies Inc. is helping an investment manager give wealthy clients a tool for generating retirement income from custom-designed investment accounts.PHL Variable Insurance Company, ...