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
But Are They a Good Deal?
By Kate McBrideWhen could it make sense for an advisor to use an asset allocation fund for a client? Perhaps when advisors want to achieve lower risk through...
February 02, 2005
Monte Carlo Simulations Now OK For Brokers To Use With ClientsMonte Carlo Simulations Now OK For Brokers To Use With ClientsByBrokers just received a Valentine in the form of a new regulation permitting them to ...
November 24, 2004
Financial Services At The Center Of M&A PartyWith private equity giant Blackstone Group taking over Equity Office Properties Trust, Nasdaq Stock Markets bid for the London Stock Exchange, and Bank of America's plan to buy Schwab's U.S. Trust division, financial services are in the thick of the merger-mania that is sweeping global markets.
October 01, 2004
The Middle Way: Election 2004As a candidate for the presidency some time ago, this man noted that unlike the "generation of Americans who stormed beaches, liberated concentration camps, and...
May 04, 2004
Hedge Fund Researcher Promoted at Mercer ConsultingCHICAGO (HedgeWorld.com)--John Frede will become head of U.S. investment manager research at Mercer Investment Consulting on April 30. In addition to his new duties overseeing the...
September 30, 2002
Investors Say Trust Most Important Trait for FinanSept. 26, 2002 -- Trust is the single most important characteristic that investors look for in financial advisors, according to results of a joint survey...
June 14, 2002
Survey: Most Wealthy Investors Happy With AdvisorsNU Online News Service, June 14, 5:05 p.m. -- Many wealthy investors are happy with their financial advisors in spite of the recent market ...