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
Catching up with...
By Kara P. StapletonRecently appointed head of the Registered Investment Advisor (RIA) channel for JPMorgan Funds, Steve Lundquist will be responsible for the business strategy of the institutional...
September 01, 2008
Still at the TopJim Moffett, lead manager of the UMB Scout International Fund, was as new to international equity markets as the firm was when it launched the...
September 01, 2008
Striking While the Iron Is HotAttempting to cement its foothold in the fast growing dually registered advisor market, Fidelity Institutional Wealth Services (IWS) and its correspondent broker/dealer business, National Financial,...
September 01, 2008
The 6% Retirement Income SolutionRobert Lamb and his business associate Peter Sullivan have designed a retirement income strategy that bucks conventional wisdom by allowing clients to withdraw an initial...
September 01, 2008
The Greening of Urban AmericaThe importance of housing and the construction industries to the U.S. economy has probably never been more apparent than over the past year. Whether they...
August 28, 2008
NAFA Says Nix SEC Rule 151AThe National Association of Fixed Annuities (NAFA) recently took a firm stand against the Security & Exchange Commission's (SEC) proposed Rule 151A, which would regulate index annuities as securities rather than as insurance products.
August 28, 2008
Higher Education Act Adds Simplification, Disclosure RequirementsOn August 14, 2008, ten years since its last reauthorization, President Bush signed into law the Higher Education Act (H.R. 4137). The law was originally...
August 22, 2008
DOL Proposes 401(k) Advice RulesThe U.S. Department of Labor (DOL) announced August 20 two proposed rules under the Pension Protection Act (PPA) designed to make investment advice more accessible...