News
The total U.S. muni bond market is worth $2.7 trillion; several key muni-bond ETFs (MUB, PRB, PVI, CXA and NYF) are profiled below. ...
The Grail American Beacon Large Cap Value ETF (GVT) is the latest active ETF to debut. The fund is supervised by a consortium of managers and invests in large-company stocks....
The fund aims to provide exposure to money market rates across 11 emerging market countries along with movements in the currencies of these countries relative to the dollar....
BRF is the first U.S.-listed ETF to focus on Brazilian small-cap stocks.
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Speakers include Jack Bogle, Bill Gross, Bob Rodriguez, Jeremy Grantham, Bruce Berkowitz, Marty Whitman and others....
For the deal, Citi is transferring 100 percent of its Smith Barney units for a 49 percent stake in the venture and $2.75 billion. Morgan Stanley is transferring 100 percent of its global wealth management business for a 51 percent stake. ...
Keynote speakers include Bob Woodward, Jeremy Siegel, Jeffrey Garten and Mike Lewis...
Readers explain what prospective clients don't find when they 'google' advsiors; and share their thoughts on Obama's 'real' learning curve....
We may experience extremely high inflation at some point in the future....
Most advisors are reassessing risk tolerance and are concerned about long-term client goals and keeping pace with longevity and inflation, especially if investors become too risk-averse or conservative....
Voices/Columnists
Advisors share their well-crafted lines for reaching out to prospective clients....
Financial institutions aren’t the only ones undergoing a stress test these days. Relationships between financial advisors and their clients are being put to the test as well. ...
“The Ultimate Depression Survival Guide: Protect Your Savings, Boost Your Income and Grow Wealthy Even in the Worst of Times,” by Martin D. Weiss (John Wiley & Sons, Inc. $27.95). ...
In another break from business as usual, some advisors are reevaluating their buy-and-hold philosophy, or at least rebalancing more often....
Once you recognize that you need outside help, it's time to follow this six-step process....
Brian Fetherstonhaugh of OglivyOne Worldwide talks about consumer trends over lunch at Thalia in New York. ...
The current economic crisis is a painful awakening for Americans, who've gotten away from the realism that made this country great. ...