Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Schwab to Link to J.P. Morgan's Fixed-Income Securities
By Staff WriterCharles Schwab clients will now have access to J.P. Morgan's fixed-income securities, including new-issue and secondary municipal bonds, corporate debt securities and non-convertible preferred securities.
April 26, 2010
Muni Customers Should Get Fair Prices, Says MSRBThe Municipal Securities Rulemaking Board (MSRB) has requested comments on a proposal to standardize the way brokers and dealers set market prices for municipal securities.
April 26, 2010
Stifel to Buy Thomas Weisel; New Firm Would Have 1,900 Advisors, $100 B in AUMStifel Financial and Thomas Weisel Partners Group said Monday, April 26, that they have entered into a roughly $300 million merger agreement.
April 22, 2010
Keeley Rolls Out Alternative Value FundKeeley Asset Management Corp. has launched the KEELEY Alternative Value Fund in two share classes.
April 21, 2010
Target-Date Mutual Funds Continue Gains, Ibbotson ReportsAs target-date funds increase in popularity with investors, Ibbotson Associates said these funds experienced their fourth consecutive quarter of positive gains during the first quarter of 2010.
April 21, 2010
Foundations' Grant Making Plummeted in 2009Foundation Center forecasts modest improvement in 2011.
April 21, 2010
SEC Charges Goldman Sachs with FraudThe SEC charged Goldman Sachs & Co. (GS&Co), and an employee, Fabrice Tourre, with fraud on April 16, "for making materially misleading statements and omissions in