Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Bull, Tech Funds Leading the Pack: Mutual Fund Weekly Wrapup
By Janet LevauxThe latest Lipper research--tracking fund categories and fund performance--indicates that, among the largest funds, the Pimco Total Return Fund has risen 3.75% year to date, though in the week ended May 28 it declined 0.5%.
May 27, 2010
U.S. Durable Goods Rose n 2.9% in April, Beating ExpectationsCommercial aircraft see biggest boost, with 16.1% increase over March
May 27, 2010
At Fiduciary Symposium, Jeff Mamorsky Says Independents' Role Set to 'Explode'The drafters of ERISA in the 1970s, "never contemplated ERISA being used as it is today," Matthew Hutcheson noted at the IFS, as he introduced Jeff Mamorsky, chairman of the Global Benefits and Compensation Group at the law firm Greenberg Traurig.
May 24, 2010
Are Private Clients 'Well Served' by the Financial Services Industry?A new survey of advisors to wealthy families says, overwhelmingly, "no."
May 24, 2010
IPI Survey Takes Pulse of Advisors and InvestorsThe survey was conducted by the Institute for Private Investors (IPI), a membership organization that facilitates networking and education for wealthy families and their advisors.
May 24, 2010
Annuities Projected to Have Strong Growth Potential, IRI Survey FindsA new survey from The Insured Retirement Institute (IRI) and Cerulli Associates finds the overall outlook for the annuity industry is positive.
May 20, 2010
Lipper Research Finds Islamic Funds' Results Are Sharply HigherIslamic funds invested in the Gulf Cooperation Council (or GCC, which includes several Arab states on the Persian Gulf) sharply improved their position in Lipper rankings, according to a recent report.
May 20, 2010
Fidelity Says 401(k) Contributions and Balances IncreaseFidelity Investments, the nation's largest provider of workplace retirement savings plans, reported Wednesday, May 19, that its average account balance rose 41% to $66,900 by the end of first quarter of 2010.