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
New York Cuts College Savings 529-Plan Fees in Half
By John SullivanNew York State Comptroller Thomas DiNapoli announced earlier this week that his office would reduce fees associated with the state's 529 College Savings Program Direct Plan.
September 01, 2010
The High-Performance Coach: Ten Ways to Engage Clients Now, Part 1Recently, an advisor client of ours (an independent advisor with over $2 million in annual revenues) received the advisor equivalent of a "Dear John" letter....
September 01, 2010
Expert's Corner: Leveraged Philanthropy: Caution Sign AheadIf you're on the board of a charity, you probably wrestle with creative ways to raise money. You're not alone; traditional fundraising methods are failing...
September 01, 2010
Making the Connection: Communicating with Clients in Uncertain TimesWhen it comes to understanding how advisors are operating amid still-volatile markets and within an economy whose growth prospects are dim, there are multiple ways...
September 01, 2010
The Technology Coach: Quarter-End Performance Reporting TipsIt may seem like 2010 just began, but it is already September. Are you ready for the end of the third quarter? Specifically, is your...
August 31, 2010
Fundamental Versus Market Cap WeightingETFs swap market cap for sales, earnings weightings.
August 30, 2010
Commodity Surge Indicates Investor ConfidenceRising prices in commodity stocks signals investors don't fear a double-dip recession.
August 30, 2010
RBC Wealth Management Posts Strong Q3 ResultsInsurance also posts increased earnings