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
AEF Says Donor Advised Funds Surge as Charitable Contributions Rise
By Bob KeaneFor the first four months of this year new contributions to the American Endowment Foundation are up over 300% from the same period a year earlier.
June 03, 2010
TD AMERITRADE Survey: Majority of RIAs Lack a Succession PlanMany advisors have been unable to identify a qualified successor.
June 03, 2010
81% of Annuity Consumers Want Living Benefit Guarantees, IRI Report ShowsMore than 81% of U.S. consumers in the variable annuity market wanted a lifetime guarantee of income, the Insured Retirement Institute (IRI) reported in a study released Thursday, June 3.
June 02, 2010
Retirement Planning Guide Released for LGBT Individuals and CouplesIn order to help advisors and clients plan better, The MetLife Mature Market Institute released on Tuesday, June 2,"Planning Tips for LGBT Individuals and Couples."
June 02, 2010
Bullish MFS Strategist Swanson Sees America in Full-Swing RecoveryThe U.S. economy is well into recovery--and that means American retirees need to take a closer look at their spending and saving patterns, MFS Investment Management chief investment strategist James Swanson said in a midyear investment outlook on June 2.
June 01, 2010
Bond Sales Fall to Lowest Point in a Decade, but Flight to Quality RemainsHigh-yield volatility distorts larger fixed income picture
June 01, 2010
U.S. Companies Slowing Offshoring Startup ActivitiesLatin American is now a preferred location for offshoring contact centers and IT functions.