Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Small, Mid-Size Plans Hit DC ‘Sweet Spot’
By Danielle AndrusMore than one-third of the defined-contribution plan market is made up of small- to mid-size plans, Cerulli Associates announced Thursday.
January 25, 2012
RIAs’ M&A Activity Fell in 2011, but They Remain ‘Dominant Buyer’While the number of M&A deals and the average deal size are down, RIAs are the 'dominant buyer,' according to a report released by Schwab Advisor Services.
January 24, 2012
Swedish, Japanese Dominate Green Bond MarketFive of the top 10 underwriters of approximately $7 billion in green bonds come from Sweden and Japan, with Skandinaviska Enskilda Banken and Daiwa Securities Group Inc. underwriting the most of such investments since their inception in 2007.
January 23, 2012
Mohegan Tribe Set to Host SRI ConferenceThe Mohegan tribe and First Affirmative Financial Network announced jointly on Friday that the 23rd annual SRI Conference for Sustainable, Responsible, Impact Investing, formerly known as SRI in the Rockies, will be hosted at the Mohegan Sun Conference center in Connecticut in October.
January 23, 2012
Europe Approves Gradual Embargo on Iran's OilEuropean governments have approved an embargo on Iranian oil to pressure that country to cease its nuclear program. However, they advocated a gradual phase-in of sanctions because of the toll the debt crisis is taking on the European economic situation.
January 23, 2012
Melanie Hamburger: Women Taking Larger Role in PhilanthropyWomen are becoming an increasingly powerful force in American philanthropy, bringing economic clout and financial acumen to charitable giving and assuming leadership roles, says Melanie Hamburger of Catalytic Women.
January 23, 2012
Top 5 Tech FundsWhats up with tech? Its easily the question of the decade (century?) as the sector continues to dominate investors, headlines and, too often it seems, our entire lives.
January 23, 2012
4 Steps to Conducting Client Portfolio ReviewsYes, its that time again. Here's a practical process for conducting periodic client portfolio reviews.