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
Account Consolidation
By Staff WriterBank of America has launched a unified managed account service, called Portfolio Strategies Managed Account, that combines a separately managed accounts platform and managed mutual fund wrap account platform into one entity. The new platform is probably going to be the "fastest growing fee-based platform we have in Premier Banking...
January 02, 2007
What if the Bond Guys Are Right?Signs abound that 2007 will be good for equity investors. We're coming into the third year of a presidential cycle, which is historically the best...
January 01, 2007
Happy New YearWhen it comes to predicting what's going to happen in the economy and market over the course of a year, the best prognosticators, of course,...
December 28, 2006
Playing Follow the LeaderOften the simplest information is the most effective, says John Samore, founder of GrowYourRetirement.com, a subscription-based Website and e-mail service that provides information based upon Samore's own investment experience to people interested in investing a portion of their retirement savings in the stock market. Tired of what he calls the...
December 07, 2006
New Mutual Funds Observe Islamic LawDeutsche Bank has launched five mutual funds that comply with traditional Islamic law, or Shari'a, in response to what it said was a growing demand for Islamic investment products. Marketed as DWS Noor Islamic Funds, Deutsche Bank says they are the first to be Shari`a compliant and excludes investments in...
December 01, 2006
The Logic of Bond ETFsThere are a ton of reasons why equity exchange-traded funds (ETFs) are one of the fastest-growing investment vehicles. Cost is the most often-cited benefit. ETFs...
December 01, 2006
Asset Allocation, December 2006To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here
December 01, 2006
SRI Information ResourcesSSRN-CorpPhilanthropy.pdfUse the links below for more detailed information on socially responsible investing and other topics mentioned in this month's cover story. The U.N. Principles for...