Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Wachovia Settles SEC's ARS Charges
By Melanie WaddellThe SEC announced a settlement with Wachovia Securities LLC that will provide more than $7 billion in liquidity to customers who invested in ARS before the market collapsed.
February 02, 2009
More Barometric Folly: Searching for Alpha, February 2009With the first month of the year showing horrendous losses for nearly every size and valuation segment of the market, the bear growl of the so-called "January Barometer" can hardly be contained.
February 02, 2009
100 Volunteers Needed for 50th Anniversary Volunteer Community Service Project in IndianapolisThe MDRT Foundation, in partnership with Riley Children's Foundation, Habitat for Humanity of Greater Indianapolis and Kids Around the World (KIDS), is embarking on its largest ever volunteer service project, April 26 - May 1, 2009, in
February 02, 2009
LPL's Hybrid RIA Platform passes the billion-dollar markLPL Financial, the nation's largest independent broker/dealer, announced Feb. 19 that the Hybrid RIA platform it introduced last October had reached more than $1.3 billion in assets under management in its first three months of operation.
February 01, 2009
The Perfect PonziAt the time of this writing, the Bernie Madoff story is the most popular topic in America. A quick Google search reveals countless newspaper, magazine,...
February 01, 2009
A New Benchmark for AdvisorsThe introduction of lifecycle index funds into the ETF marketplace creates a new tool for advisors but also a new hurdle. With many advisors using...
February 01, 2009
Wisdom, Not Necessarily ConventionalOne of the things that I've come to realize about "conventional wisdom" is that while it's most certainly conventional, it often contains little wisdom. One...
February 01, 2009
Who's Investing Where?"Nearly half of U.S. households own equities or bonds, a significant increase during the last two decades, however, ownership of these investment assets has declined...