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
PMC Rolls Out Model-Based ETF Portfolios
By Kara P. StapletonPortfolio Management Consultants (PMC), the investment arm of Envestnet, launched a new investment vehicle--the PMC Tactical ETF Portfolio Series--designed to compensate for difficult markets, according to PMC.
September 29, 2008
Bailout Plan Goes to House as More Banks TotterAdministration and Congressional officials announced Sunday, September 28, that they had compromised on the $700 billion financial services bailout plan and would send the revised, 110-page bill to the House of Representatives on Monday, September 29, where many expect there to be significant debate before the bill is sent to...
September 29, 2008
House Rejects Bailout BillIn a surprise move, the House of Representatives rejected September 29 by a vote of 205-228 the Emergency Economic Stabilization Act (EESA) of 2008 (H.R....
September 29, 2008
New Chairman Named for Advisor Trust CompanyWilliam Hart, founder of Chicago-based Hartline Investment Corp., has been elected chairman of the board of National Advisors Trust Co., the independent trust company owned by over 130 independent financial advisory firms nationwide. He succeeds Joseph Kopczynski, an original NATCO shareholder who stepped down as chairman after 10 years, but...
September 26, 2008
TD Ameritrade Offers $50 Million in Client SupportIn the wake of the announcement that the value of the original money market mutual fund, The Primary Fund, had dropped below $1 per share, primarily due to debt written off in the face of the Lehman Brothers collapse, TD Ameritrade has pledged up to $50 million to mitigate client...
September 26, 2008
WaMu Failure Further Sign of Financial TurmoilSigns of the faltering economic environment continue to unfold as the federal government seized Washington Mutual (WaMu) on September 25 in what is being called...
September 25, 2008
In Crisis, Opportunity Abounds for RIAsGreeting the 1,400 advisors who gathered in Atlanta on day one of the annual Schwab Institutional Impact conference on September 24, SI's Charles Goldman argued that "as severe and unique as the crisis is, there's also great opportunity" for Schwab and its advisors during this troubling time in the markets....
September 25, 2008
Next Up in Exclusive Webinar Series for Advisors: Mark Tibergien, Thomas Giachetti, and Mark ElzweigAt a time of near chaos on Wall Street, and confusion on the part of many investors, including some of your clients no doubt, help...