Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
IRI: Variable Annuity Benefits Increasingly Generous
By Danielle AndrusPace of filings slows, as benefits, fees increase
July 28, 2010
FinaMetrica's Davey Talks of Risk Profiling for ClientsGeoff Davey, co-founder of Sydney, Australia-based FinaMetrica, spoke about how to use psychometrics to measure client attitudes toward risk, at the fi360 National Conference in May.
July 27, 2010
Fixed Annuity Sales in Bank Channel Plunge 30%Sales off 61% compared with the first quarter 2009
July 26, 2010
Electronic Trading Group Buys Asset ManagerKnight Capital Group, Inc. is getting into the business.
July 26, 2010
Icon's Callahan Suggests Jobs Data Has Little Impact on InvestingThe persistently high unemployment rate is seen these days as the key bellwether of the sluggishness of the economic recovery.
July 26, 2010
Estate Planning: The Trusteed IRAEstate planning that contemplates retirement plans is becoming more prevalent and important.
July 25, 2010
Fidelity Poll Says Charitable Giving May Rise to Offset TaxesAdvisors surveyed in a poll released July 21 by the Fidelity Charitable Gift Fund expected clients' taxes to rise, and fully one quarter (26%) said they also expected clients to raise their level of charitable giving to offset the increase.
July 23, 2010
DC Plans Focused on Responding to Recent Regulatory ActionSponsors of defined contribution (DC) plans are focused on responding to Department of Labor and Internal Revenue Service activities, a new Mercer survey of plan sponsors finds.