Economy & Markets
The important economic and stock market news that advisors need to know.
Behind the Numbers, with Mark Balasa
By Kara P. Stapleton"As a group, we always feel that the money our clients give us is to be invested," says the Alpha Group's Mark Balasa, as he...
June 01, 2007
Why and How to Educate Your Next ClientFrom 1995 to 2004, the Securities Industry Association conducted an annual survey of investor attitudes. According to the 2004 report on the survey: "84 percent think...
May 01, 2007
Tech True Believers Hard to FindTech stocks have been in a three-year funk, having come out of the late 1990s dot-com bubble with little more than a thready heart beat. With a slew of important product updates this year, including the Microsoft Vista operating system, I figured that this was the time to commit to...
May 01, 2007
Mortgage ETF Comes to MarketDespite a quiet 2006, the bond-based ETF category has picked up this year with the addition of another new fund to the fixed-income universe. Barclays Global...
May 01, 2007
Advising Individuals, Not InstitutionsOne of the areas where Robert Levitt feels that the industry in general may have taken a wrong turn is in managing money for individuals...
May 01, 2007
Submerging MarketsEmerging stock markets suddenly swooned in late February and early March, in a worldwide bout of selling triggered by a sharp decline in Chinese stocks....
May 01, 2007
Method to Her MathGetting an advanced degree in mathematics has become a pretty common path to Wall Street, where math geniuses routinely labor over proprietary trading models, sophisticated...
May 01, 2007
The Fifth Annual IA 25: 2007When Mary Schapiro took the helm as CEO and chairman of the NASD last September, it was a moment of relative calm before the storm.