Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
ICI Gives Thumbs Up to DOL Proposal
By Melanie WaddellThe Investment Company Institute told the Department of Labor in a September 8 comment letter that the mutual fund industry supports DOL's proposed rules for 401(k) plan disclosure, since they would provide investors with important information on how to invest for retirement. The comment period expired September 8 and the...
September 11, 2008
FPA Supports Federal Oversight of Indexed AnnuitiesAs the comment period on the SEC's proposal to regulate indexed annuities as securities under the Securities Act of 1933 came to a close on September 10, the Financial Planning Association (FPA) told the SEC it supports federal regulation of indexed annuities.
September 10, 2008
Who Are the Champions?Last month, the 2008 Beijing Olympics not only witnessed new athletic speed records, it also set television records by attracting 214 million American viewers over...
September 08, 2008
Tool Can Help With Shift To Advisory ApproachNational Planning Holdings Inc. has launched the Web-based Advisor Solutions system.The portfolio management and reporting system can help financial professionals set up advisory programs within ...
September 07, 2008
U.S. Places Fannie Mae and Freddie Mac Into ConservatorshipOn Sunday, Sep. 7, Treasury Secretary Henry Paulson announced that the Treasury Department, in collaboration with the Federal Reserve and the new independent regulator, the Federal Housing Finance Agency (FHFA), had moved to place into conservatorship Fannie Mae and Freddie Mac, the troubled government-sponsored enterprises (GSEs) that have been under...
September 04, 2008
A Philanthropic Generation"Not only are young millionaires giving more than older generations, they are giving more than they have in the past," said Marguerite Griffin, national director of Philanthropic Services for Northern Trust, in announcing the results of some new Northern Trust research on charitable giving. In fact, the third annual "Wealth...
September 04, 2008
Fixing dividend investment strategiesJosh Peters, editor of Morningstar DividendInvestor, asks the question "Is dividend investing broken?" Large and small companies alike have cut their dividends this year, he...
September 02, 2008
Mixed Outlook for EquitiesOn the inflation front, the slowdown in global economic growth has finally hampered the rise in raw materials. Crude oil has fallen precipitously in the last few months, which has proven to be a boon for airline stocks and other big users of energy. As speculators continue to back away...