Economy & Markets
The important economic and stock market news that advisors need to know.
Advisors Offer Tips On Creating An Income Plan
By Jim ConnollySpending requires work, or at least careful planning. So say financial planners about how they develop a program of retirement income withdrawals. The work, according ...
April 01, 2007
Behind the Numbers, with Lincoln AndersonSo far this year, LPL's chief investment officer, Lincoln Anderson, has not made any changes in his recommended asset allocation, keeping the highest percentage in...
April 01, 2007
Right-Sized and CustomizedBoston is a Mecca of the money management industry, serving as headquarters for a fair number of mutual funds, broker-dealers and fund managers. This being...
April 01, 2007
London CallingPitting an enervated Brit against a brash, self-confident Yank is a frequent theme in post-World War II, post-Empire British literature, appearing in spy thrillers by...
March 20, 2007
High-Net-Worth Investor StudyMost millionaires use a financial advisor, according to the High Net Worth Investor Study released March 19 by Boston-based Fidelity Registered Investment Advisor Group (FRIAG). The study profiled how millionaires use financial advisors, and assessed their confidence in the current economy and the economy a year from now.
March 08, 2007
IRA, 401(k) Savers Have Similar Investing Styles: EBRIRetirement account owners make similar asset allocations in stocks and interest-earning assets whether investing in IRAs or 401(k)-type plans, a new study finds.The study by ...
March 08, 2007
IRA, 401(k) Savers Have Similar Investing Styles: EBRIRetirement account owners make similar asset allocations in stocks and interest-earning assets whether investing in IRAs or 401(k)-type plans, a new study finds.The study by ...
March 07, 2007
UnitedHealth Completes Restatement ProcessA large managed care company says it has finished correcting the way it accounted for stock-based compensation expenses.UnitedHealth Group Inc., Minnetonka, Minn., estimates the corrections ...