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
Beige Book Reveals Sluggish Economic Activity
By John SullivanDistrict by district analysis mixed
July 28, 2010
Symetra Financial Misses Estimates on Rising Retirement SalesThe retirement-services unit of Symetra had sales of $623.9 million in the second quarter, up 10% over sales of $568.5 million in same year-ago period.
July 27, 2010
Fixed Annuity Sales in Bank Channel Plunge 30%Sales off 61% compared with the first quarter 2009
July 26, 2010
Electronic Trading Group Buys Asset ManagerKnight Capital Group, Inc. is getting into the business.
July 26, 2010
Icon's Callahan Suggests Jobs Data Has Little Impact on InvestingThe persistently high unemployment rate is seen these days as the key bellwether of the sluggishness of the economic recovery.
July 26, 2010
Estate Planning: The Trusteed IRAEstate planning that contemplates retirement plans is becoming more prevalent and important.
July 25, 2010
Fidelity Poll Says Charitable Giving May Rise to Offset TaxesAdvisors surveyed in a poll released July 21 by the Fidelity Charitable Gift Fund expected clients' taxes to rise, and fully one quarter (26%) said they also expected clients to raise their level of charitable giving to offset the increase.
July 23, 2010
DC Plans Focused on Responding to Recent Regulatory ActionSponsors of defined contribution (DC) plans are focused on responding to Department of Labor and Internal Revenue Service activities, a new Mercer survey of plan sponsors finds.