Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Hooking The Big Fish: What It Takes To Serve High Net Worth Clients
By Emmett WrightFor many financial representatives, "hooking the big fish" means being able to successfully attract and serve high net worth clients. These are worthy goals, but ...
August 01, 2008
Market Volatility AboundsOver the last four decades, the S&P 500 Index has posted an average of 58 days per year with an up or down movement of greater than 1%. From October 1, 2007--the S&P 500's historical high point--through July, 2008, the index has posted 83 such days, implying an annual rate...
August 01, 2008
Ups & Downs of ETFsState Street Global Advisors and Knowledge@Wharton, the online business journal of The Wharton School, released the results of a joint survey of investment professionals exploring...
August 01, 2008
Time for an AlternativeDespite the recent tumult in the hedge fund world with the collapse of Bear Stearns's two hedge funds and the subsequent arrest of its two...
August 01, 2008
Behind the NumbersSome slowing of consumer spending may actually be a positive sign according to Stuart Schweitzer, global market strategist with JPMorgan Private Bank. In a June...
August 01, 2008
Wholesalers: The Whole TruthWhat do financial advisors really want? (Ask yourself what you really want.) And how can they get it? To help answer these questions, CEG Worldwide...
August 01, 2008
Asset Allocation, August 2008Read this month's recommended asset allocations from Investment Advisor's panel of distinguished economists and money managers here.
July 22, 2008
Ameriprise Financial to Acquire SeligmanA definitive agreement has been reached between Ameriprise Financial, Inc. and J. & W. Seligman & Co., Inc. under which the Minneapolis-based financial services firm...