Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Treasury Hires Advisor for TARP
By Melanie WaddellThe Treasury Department announced October 13 that it had hired Chicago-based EnnisKnupp and Associates to serve as its investment advisor to help implement TARP.
October 01, 2008
2008 ETF Advisor Hall of Fame: Pioneers in Portfolio ManagementWelcome to Research magazine's second annual ETF Hall of Fame. This year, we honor two sole practitioners and a team of three. All the advisors...
October 01, 2008
ING Pushes Its PortfoliosAs the boom in the number of exchange-traded funds (ETFs) and exchange-traded notes (ETNs) continues, another related boom is happening: model portfolios that utilize these...
September 29, 2008
Bailout Plan Goes to House as More Banks TotterAdministration and Congressional officials announced Sunday, September 28, that they had compromised on the $700 billion financial services bailout plan and would send the revised, 110-page bill to the House of Representatives on Monday, September 29, where many expect there to be significant debate before the bill is sent to...
September 29, 2008
House Rejects Bailout BillIn a surprise move, the House of Representatives rejected September 29 by a vote of 205-228 the Emergency Economic Stabilization Act (EESA) of 2008 (H.R....
September 29, 2008
New Chairman Named for Advisor Trust CompanyWilliam Hart, founder of Chicago-based Hartline Investment Corp., has been elected chairman of the board of National Advisors Trust Co., the independent trust company owned by over 130 independent financial advisory firms nationwide. He succeeds Joseph Kopczynski, an original NATCO shareholder who stepped down as chairman after 10 years, but...
September 26, 2008
TD Ameritrade Offers $50 Million in Client SupportIn the wake of the announcement that the value of the original money market mutual fund, The Primary Fund, had dropped below $1 per share, primarily due to debt written off in the face of the Lehman Brothers collapse, TD Ameritrade has pledged up to $50 million to mitigate client...