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
Advisor Confidence Moving in Positive Direction
By Janet LevauxThis slight shift is similar to that of Spectrem Groups affluent-investor survey and the University of Michigans Consumer Sentiment Index
January 30, 2012
PIMCO’s El-Erian: Too Much Liquidity From Central Banks?PIMCO chief Mohamed El-Erian raises surprising points in his piece posted Saturday, especially in light of arguments made by his boss, Bill Gross.
January 27, 2012
Vanguard Charitable Reports Banner Year for ContributionsVanguard Charitable Endowment Program enjoyed record growth in contributions last year, thanks to foundation and corporate cash gifts that increased above historical patterns, according to a statement released Wednesday.
January 27, 2012
Affluent Investors Mirror Broader Economy’s Tepid OptimismIf affluent investor sentiment is a guide, the economy continues to progress at a steady but very slow pace.
January 26, 2012
Small, Mid-Size Plans Hit DC ‘Sweet Spot’More than one-third of the defined-contribution plan market is made up of small- to mid-size plans, Cerulli Associates announced Thursday.
January 26, 2012
Tim Clift Says FundQuest’s Analysts Will Complement Envestnet|PMC’s QuantsNow chief investment strategist at PMC following acquisition by Envestnet, Clift says advisors can expect higher correlations through election; Europe already in recession.
January 26, 2012
Four Retirement Plan Features Employers Need to EmphasizeEmployees are in need of simple, straightforward guidance regarding their retirement plans, a survey released Wednesday by State Street Global Advisors found.
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.