Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Shining a Light on Software
By Mike PattonOver the past 20+ years of advising clients, I have used a number of different software packages to select and monitor clients' investments. With the...
December 13, 2007
Stem Cell OpportunitiesAlthough therapeutics companies working in the stem-cell arena are far from commercializing their results, companies that equip laboratories with analytical instruments and reagents are already beginning to gain from advances in the field and an influx of outside funding.
December 13, 2007
Schwab and Etelligent Make a DealRegistered investment advisors will have the option to outsource more of their back office tasks, including "portfolio data management and performance reporting," after the back office service provider Etelligent Consulting, Inc. is acquired by the unit of Charles Schwab Corporation.
December 04, 2007
Opportunities in Hospital Infection ControlMedical device and pharmaceutical companies are seizing the opportunity to help hospitals with infection control. While interest in infection control isn't new, hospitals are under greater pressure to control HAIs, as bacteria become more resistant to existing therapies and payers tally the mounting costs of treatment for complications that might...
December 03, 2007
Why the Subprime Bounce Will be Short-LivedBanks, brokerage firms, and other sectors that are linked to the moribund housing and mortgage industries got a much-needed lift last week when the Treasury announced plans to extend teaser rates on a number of troubled loans.
December 01, 2007
Victims & VictorsThe fallout from the subprime meltdown has affected homeowners, bankers, and investors, and now has settled on some of the top corner offices of Wall...
December 01, 2007
Give, WiselyNo one need be extremely wealthy anymore to participate in charitable giving through donor advised funds (DAFs), but they can be, and some participants have...
December 01, 2007
Target Date: NowA few years ago, you'd be hard-pressed to hear the term "lifecycle" or "target date" funds being bandied about the financial services arena. Today, however,...