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
Cape Cod Wind Farm Gets Green Light
By Bob KeaneApproval of 130-turbine project could open up similar development all along the Atlantic coast
April 26, 2010
Schwab to Link to J.P. Morgan's Fixed-Income SecuritiesCharles Schwab clients will now have access to J.P. Morgan's fixed-income securities, including new-issue and secondary municipal bonds, corporate debt securities and non-convertible preferred securities.
April 26, 2010
GAO Tells SEC, CFTC to Set 'Clearer Goals' on HarmonizationCFTC, SEC expect to have Joint Advisory Committee functioning by early summer
April 26, 2010
IRA Assets Now Surpass 401(k)s, Report ShowsIRA assets now trump their 401(k) counterparts due in part to rollovers from job separations, according to a new report from Cogent Research.
April 26, 2010
Muni Customers Should Get Fair Prices, Says MSRBThe Municipal Securities Rulemaking Board (MSRB) has requested comments on a proposal to standardize the way brokers and dealers set market prices for municipal securities.
April 26, 2010
Stifel to Buy Thomas Weisel; New Firm Would Have 1,900 Advisors, $100 B in AUMStifel Financial and Thomas Weisel Partners Group said Monday, April 26, that they have entered into a roughly $300 million merger agreement.
April 22, 2010
Keeley Rolls Out Alternative Value FundKeeley Asset Management Corp. has launched the KEELEY Alternative Value Fund in two share classes.