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
Weekend Interview: Former Treasury Secretary Paul O'Neill
By Kate McBrideO'Neill's view on Greece, U.S. spending and how we could find $1 trillion to fund health care.
June 10, 2010
SEC Approves Stock Circuit-Breaker Rules after May 6 Market CollapseThe SEC approved stock circuit-breaker rules on Thursday, June 10, that require a pause in the trading of individual stocks if the price moves 10% or more in a five-minute period.
June 10, 2010
At Pershing Confab, Paulson Praises Advisors as 'Heroic' During CrisisIn terms of financial reform, Paulson says our priority should be on developing a "systematic risk regulator" that can intervene "when the system is threatened."
June 09, 2010
TD AMERITRADE Survey: RIAs Continue to Add Clients and AssetsAdvisors increased spending on salaries and bonuses in response to growth.
June 08, 2010
Center for Retirement Research Argues for Use of Longevity BondsThe Center for Retirement Research at Boston College released Tuesday, June 8, a new issue brief that makes the case for so-called longevity bonds.
June 08, 2010
Life After Lehman: Neuberger Berman Marks First Year of FreedomNeuberger Berman celebrates its first full year of independence from the bankrupt Lehman Brothers, but the asset management firm continues to free itself from creditors' 48% ownership stake.
June 08, 2010
Pace of Mutual Fund Flows to Slow, FRC Study SaysMutual fund net sales posted a record-high year in 2009 and despite their strong flows year-to-date through April this year ($187 billion), Financial Research Corporation (FRC) expects they will slow down overall by the end of 2010.
June 07, 2010
Podcast: Leading Bond Manager Finds OpportunityIn part one of a two-part, exclusive Wealth Manager interview, DoubleLine Capital Chief Investment Officer Jeffrey Gundlach discusses with www.WealthManagerWeb.com Editor in Chief Kate McBride...