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
Fidelity Poll Says Charitable Giving May Rise to Offset Taxes
By Marlene Y. SatterAdvisors 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
SEI Poll: Majority of Advisors Unfamiliar with Financial ReformCall it watching from afar. A majority of financial advisors say they are unfamiliar with details surrounding financial reform and its potential impact on their business and clients, according to a recent SEI Quick Poll.
July 22, 2010
RJ Advisors Post Strong Sales, IncomeRaymond James' 5,340 advisors help private-client group boost sequential results.
July 21, 2010
Bernanke: Conditions Less Supportive of Economic GrowthUnemployment rate expected at 7% to 7.5% at the end of 2012
July 21, 2010
BlackRock Doubles Q2 Net Income, but Client Outflow Problems PersistBlackRock reported Q2 2010 net income of $432 million, up $214 million from a year ago and up $9 million from the first quarter.
July 21, 2010
Morgan Stanley Raises Profits as Wealth Unit Sees OutflowsMorgan Stanley Smith Barney said Wednesday, July 21, that its global wealth management clients withdrew net $5.5 billion during the second quarter
July 20, 2010
DoubleLine DiversificationSearching for less correlation? New fund may help diversify portfolios across multiple asset classes.
July 20, 2010
DoubleLine to Launch a Diversified Actively Managed FundDoubleLine Funds Trust has filed to launch a new actively managed fund, DoubleLine Multi-Asset Growth Fund.