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Economy
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Gallup: Consumer Confidence Decoupled from Consumer Spending
March 10, 2010Prospects and clients might say they're feeling upbeat about the economy, but their money isn't talking.
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GLBs Buoy Variable Annuity Sales, But for How Long?
March 9, 2010Guaranteed living benefits may now be synonymous with variable annuities, but unless insurers rein in costs and restore benefits, sales may continue to slide.
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Millionaires Increased in 2009
March 9, 2010The number of U.S. households with a net worth of $1 million or more, not including primary residence, increased 16% to 7.8 million last year, according to a report released Tuesday.
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Research Roundup: Investment Ideas and Analysis for the Week of March 8
March 8, 2010Tomorrow is the one-year birthday of the market low. How are we doing? Comments from JPMorgan Funds, BlackRock and more, plus the week’s reports.
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Only 1% Bailed Stock Funds at Height of Volatility
March 8, 2010Investors showed uncanny calm, inertia or perhaps even malaise during the recession, with a scant 1% selling out of equity funds at the height of the market volatility in October 2008, Vanguard found.
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Show Me the Money: Women Still Need a Seat at the Table
March 4, 2010An event Wednesday asked how we can move from turbulence to transformation economically and in terms of gender equity. And the answer seems to be clear: by including women.
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RIAs Look to Social Media, Alternatives, to Grow in 2010
March 4, 2010Advisors are thinking outside the box to grow their businesses despite market volatility last year.
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Is the Fixed-Income Market Overheated?
March 2, 2010Investors recover their appetites on a steady diet of bonds and fixed income, but can you have too much of a good thing?
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Financial Advisors: Business is Growing
March 2, 2010Financial advisors are looking forward to 2010. In fact, 68% of advisers recently surveyed define their 2010 business mindset as one of acceleration and growth.
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Product Guru: Value Funds Seek More Than Undervalued Stocks
February 26, 2010Traditional value has its fans Benjamin Graham for one but Evermore’s David Marcus says that approach can lead to a “value trap.”
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ACLI Slams Obama’s Plan to Tax Annuity Income
February 26, 2010Whitehouse plans to tax the “non-earned” income of high earners to pay for Medicare could hurt annuity sales, claims a lobbyist for the insurance industry.
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The World Is Flat for Systemic Resolutions
February 23, 2010Experts say global response necessary for biggest firms
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The Product Guru: Bringing Hindsight to the Forefront
February 19, 2010New stock valuation tools could elevate discussions with clients.
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HSBC Linked to Secret Swiss Bank Accounts
February 18, 2010A Virginia doctor has pleaded guilty to conspiracy involving an undeclared Swiss bank account reportedly at HSBC, indicating that investigators are widening their probe of secret Swiss bank accounts beyond UBS.
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Investment Managers Optimistic About Stocks in 2010 But Uneasy on Bonds
February 18, 2010Investment managers are cautiously optimistic about stocks in the coming year but more guarded about bonds, Towers Watson found in a survey of 98 managers with $13.3 trillion of assets under management. They foresee economic growth, albeit modestly.
Discussion of the Week: 
