Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Forecast for Municipal Debt
By Kate McBrideWhile tax-free municipal debt issuance won't match 2008 levels, it will be higher, and taxable muni issuance will sharply rise in 2010, according to a forecast from The Securities Industry and Financial Markets Association (SIFMA).
December 22, 2009
Tech Firm Acquires Asset ManagerAdvisor Software Inc. says it has made a deal that will help it expand the range of solutions it offers registered investment advisors and the organizations that serve RIAs.
December 10, 2009
McNabb Takes the Helm at VanguardWilliam McNabb III will add the title of chairman to his current post as Vanguard's president and CEO, on January 1.
December 07, 2009
Variable Annuity Group Applauds SEC Call for VA Summary ProspectusIRI says Schapiro's plan is "long overdue"
December 07, 2009
Unemployment and the RecoveryUnemployment will have a greater role in forecasting returns in this market than the lettered descriptor of the shape of the recovery. Whether we face inflation or deflation, too, will be largely dictated by unemployment.
December 03, 2009
Falling Dollar Concerns?As wealth managers hunt for hedges against the dollar's decline, S&P launches an index that lets investors, "participate in the returns of the U.S. equity market while hedging against a decline in the value of the U.S. dollar versus gold."
December 02, 2009
Investment Consultants Declare Responsible Investing Here to StayAccording to a recent poll of investment consultants in the U.S. socially responsible investing and an attention to environmental, social and corporate governance (ESG) factors are here to stay.
December 02, 2009
Total BetaI am indebted to reader Wayne Lebouef, an advisor in Florida with Money Concepts, for asking about my "Total Beta" theory, which appeared my "The Investment Edge" column in the July issue of Life Insurance Selling.