Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Striking While the Iron Is Hot
By Melanie WaddellAttempting to cement its foothold in the fast growing dually registered advisor market, Fidelity Institutional Wealth Services (IWS) and its correspondent broker/dealer business, National Financial,...
September 01, 2008
The Greening of Urban AmericaThe importance of housing and the construction industries to the U.S. economy has probably never been more apparent than over the past year. Whether they...
August 31, 2008
Top 5 Life Changes and How to Use Your Portfolio to Address ThemIn anyone's life, changes will occur that will greatly impact both health and finances. As an insurance agent, you must be equipped to address the top five changes using the tools in your portfolio -- and those changes are death, disability,
August 28, 2008
NAFA Says Nix SEC Rule 151AThe National Association of Fixed Annuities (NAFA) recently took a firm stand against the Security & Exchange Commission's (SEC) proposed Rule 151A, which would regulate index annuities as securities rather than as insurance products.
August 28, 2008
Higher Education Act Adds Simplification, Disclosure RequirementsOn August 14, 2008, ten years since its last reauthorization, President Bush signed into law the Higher Education Act (H.R. 4137). The law was originally...
August 22, 2008
DOL Proposes 401(k) Advice RulesThe U.S. Department of Labor (DOL) announced August 20 two proposed rules under the Pension Protection Act (PPA) designed to make investment advice more accessible...
August 20, 2008
Battling inflationA number of products have recently been touted as ways to reduce the effects of inflation on client portfolios. Which products have you found to...
August 18, 2008
GAO Questions PBGC Portfolio Risk AnalysisAnalysts at the U.S. Government Accountability Office are criticizing the stochastic modeling methods the Pension Benefit Guaranty Corp. has used to justify its new investment ...