Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
More Auction-Rate Securities Woes
By Melanie WaddellIn the latest investigation of the troubled auction-rate securities market, the Securities and Exchange Commission's Division of Enforcement announced August 7 a preliminary settlement in principle with Citigroup Global Markets, Inc. (Citi) including proposed charges and a plan that would give individual investors, small businesses, and charities all $7.5 billion...
August 01, 2008
Asset Allocation, August 2008Read this month's recommended asset allocations from Investment Advisor's panel of distinguished economists and money managers here.
August 01, 2008
Ups & Downs of ETFsState Street Global Advisors and Knowledge@Wharton, the online business journal of The Wharton School, released the results of a joint survey of investment professionals exploring...
August 01, 2008
Behind the NumbersSome slowing of consumer spending may actually be a positive sign according to Stuart Schweitzer, global market strategist with JPMorgan Private Bank. In a June...
August 01, 2008
Time for an AlternativeDespite the recent tumult in the hedge fund world with the collapse of Bear Stearns's two hedge funds and the subsequent arrest of its two...
August 01, 2008
Wholesalers: The Whole TruthWhat do financial advisors really want? (Ask yourself what you really want.) And how can they get it? To help answer these questions, CEG Worldwide...
July 22, 2008
Ameriprise Financial to Acquire SeligmanA definitive agreement has been reached between Ameriprise Financial, Inc. and J. & W. Seligman & Co., Inc. under which the Minneapolis-based financial services firm...
July 22, 2008
Poll shows financial advisors resist knee-jerk reactions to client portfoliosSEI surveyed more than 250 independent financial advisors from around the country and asked whether they are resisting their clients' urges to move assets right...