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As interest rates look to remain low for the foreseeable future, investors are searching for income, and rediscovering an old instrument: closed end funds. But why so much enthusiasm now?
September 23 -
Even as increased liquidity in Europe and the United States has boosted investors' outlook, sending stocks to four-year highs, the U.S. dollar has suffered. All the sectors of the S&P 500 have become much more sensitive to fluctuations in the value of the dollar over the last three years, but by looking at correlations, investors can see which sectors are most likely to benefit, according to Sam Stovall, chief equity strategist at S&P Capital IQ.
September 17 -
Investors are bucking the general trend of gloominess pervading the national audience, sending stocks to their highest level in four years last year, and if history is any guide, prices could soar even higher by the end of the year. But what do confident investors know that pessimistic voters don't?
September 12 -
LearnVest, a financial management website built as an electronic financial advisor for mass market investors, will announce Tuesday morning it is now a registered investment advisor and will be hiring more advisors in the coming months.
September 11 -
Oceans of ink have already been spilled handicapping the presidential candidates' chances, based on how the stock market is doing. Now, let's take a peek at the crystal ball to see how the stock market's sectors will do if President Obama gets another four years, or the country gives the nod to Republican challenger Mitt Romney.
September 7 -
Meg Green & Associates, a South Florida RIA with $650 million in client assets, is switching its custody platform to Birmingham-based Sterne, Agee & Leach.
September 7 -
Midsized RIA firms are the new sweet spot for managers of mutual funds and ETFs, according to a new report from Cerulli Associates.
August 16 -
Advisors who move aggressively into fee-based business end up doing much better than their transaction-based colleagues, with more assets, a higher return on those assets and more revenues, according to a new report.
August 15 -
About 35% of women report using a financial advisor and another 35% who don't use an advisor would consider doing so, according to a new survey from Prudential Financial.
August 13 -
Genworth Financial Trust Company announced a new program to help independent financial advisors find the trust companies best suited to working with them.
August 9 -
U.S. investors are growing gloomier about the economy thanks to the looming federal debt and the uncertainties surrounding the presidential election, as one of the closely watched investor optimism indices declined for the third time this year.
August 1 -
In a review of the mutual fund and ETF market, Cerulli gave a few reasons for the value funds reaching these heights, but also cited a few caution signs for advisors to note.
July 30 -
Actiance announced the first social media enablement platform to work with Salesforces CRM data, allowing advisors to track and analyze sales discussions with clients in their blogs, on Twitter and other popular social media sites.
July 17 -
Plans that dynamically adjust for changes in both market and longevity beat more traditional methods.
July 10 -
Advisors with less than $100 million in assets are less insulated from market turbulence and face difficult hurdles. Check out some tips from Fidelity to help trigger growth.
June 27 -
Greeces process of moving towards fiscal and economic sustainability will likely have as big an impact as the outcome of whether it leaves the Eurozone or not, according to a new report.
June 15 -
David Darst, chief investment strategist at Morgan Stanley Smith Barney, says investors should stay balanced and avoid unnecessary risk in light of all the current political and economic uncertainty around the world.
June 13 -
For investors, the economic picture nationally and gloabally is cheerier than it appears.
June 12 -
A majority of advisors surveyed are willing to recommend sustainable investments, formerly known as socially responsible investments, making the potential markets as big as $650 billion, according to a survey by the Calvert Foundation.
June 7 -
Investor optimism continues to fall among increased pessimism about the fate of the U.S. economy, according to the latest poll from Wells Fargo/Gallup Investors.
June 6
