Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Behind the Curtain
By Michael S. FischerRIAs and their high-net-worth clients have dramatically increased the use of alternative investments in their portfolios in recent years, and are on track to continue...
March 30, 2007
Insurance Group Voices Support for LegislationThe American Council of Life Insurers voiced its support for a bill that would provide special tax treatment for income received by retirees from annuities.
March 30, 2007
SMA Award Winners RevealedInvestment Advisor and its awards partners, Prima Capital and Standard & Poor's, announced on March 30 the winners of the third annual Separately Managed Accounts Awards.
March 07, 2007
Study Finds RIAs Steady on InvestmentsAdvisors are concerned about the level of domestic political discord, and expect the global political landscape to be more volatile over the next six months, but that concern will not impact their investment decision-making on behalf of clients was one of the main findings of Schwab Institutional's first semi-annual survey...
March 05, 2007
Borrowing Made EasierAdvisory and broker/dealer clients who want to borrow money can now use separately managed accounts (SMAs) as collateral for lines of credit, if their advisor is a customer of Pershing. The loans are available to clients of Pershing's qualified introducing broker/dealers, and clients of independent RIAs who are customers of...
March 01, 2007
Three Lessons from the Market MeltdownFrom its beginning in the overheated Asian markets to the dramatic drop in the Dow, Tuesday's plunge in stock prices came as a surprise to many traders. Although unusual -- there have been only 29 trading days since 1950 that have resulted in such large percentage losses for the S&P...
March 01, 2007
From Morningstar, Select Stock BasketsAdvisors looking at separately managed accounts may want to examine a new offering from Morningstar Investment Services--Managed Portfolios Select Stock Baskets. Available only through advisors, the...
March 01, 2007
Asset Allocation, March 2007To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.