News
While it’s still early, 2009 has been shaping up (until the recent jump in equities) to what may become a banner year for gold....
Now at about $500 billion, the ETF industry could double in terms of assets over the next three years, according to one study....
A recent SEC filing paves the way for Charles Schwab to enter the ETF marketplace.
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State Street Global Advisors has introduced the SPDR Barclays Capital Intermediate Term Credit Bond ETF (ITR).
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New York-based Global X Management Company has just introduced the GlobalX/InterBolsa FTSE Colombia ETF (GXG)....
More recently, the company has launched the Market Vectors High Yield Municipal Index ETF (HYD), which is pegged to the performance of high yielding municipal bonds. ...
The top funds have produced returns of between 50 percent and 128 percent in the 52-week period ending March 12. On a year-to-date basis, some of the top funds have improved from 34.5 percent to as much as 65 percent.
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Estimates from the EBRI/ICI 401(k) database indicate that many participants near retirement had exceptionally high exposure to equities....
Fidelity Investments has introduced three new Fidelity Advisor Funds: Fidelity Advisor Global Balanced Fund, Fidelity Advisor Worldwide Fund and Fidelity Advisor Convertible Securities Fund...
These proposals include the creation or designation of a “systemic risk regulator” and the establishment of a new “capital markets regulator.”...
Executives of Raymond James Financial Services met with about 1,500 of the firm’s 3,120 independent advisors during the group’s annual professional-development conference, held March 3-6 in Nevada.
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While some Morgan Stanley-Smith Barney advisors are being offered retention “awards” in the form of forgivable loans, Wachovia advisors are not set to receive any such financial incentive....
After completing its merger with Wells Fargo, Wachovia has outlined its retention and branding efforts to advisors: Retention bonuses are not being offered, and the advisors will be renamed Wells Fargo Advisors in May. ...
Retirement planning reflects assumptions about reality....
Creating an effective retirement plan requires advisors to uncover issues that client may be slow to articulate....
Voices/Columnists
Are your wholesalers trusted advisors?...
Over the years, The Deal has always been a favorite topic among Americans....
"Chaotics: The Business of Managing and Marketing in the Age of Turbulence," By Philip Kotler and John Caslione, Amacom Books, $25....
A holistic approach can aid intergenerational purpose....
With proper preparation, advisors can position themselves as experts and generate substantial new business....
George Wachter of Sotheby's explains the enduring value of the Old Masters. ...
The government has been a full participant in the debt-finance excesses of the recent past....
Investment Spotlight
There are important reasons to look at a variety of coal-related companies that are now beating expectations, equity analysts say....
Investors stand to gain from the potential upside of the utility industry's undervalued players and the consolidation now going on in the sector, analysts say....