Portfolio

Investors have no shortage of people to go to for advice. In addition to hundreds of thousands of financial advisors, they can turn to financial websites, blogs and financial shows on television. With such fierce competition, how can advisors stand out from the crowd? Consultant Paul Werlin, president of Human Capital Resources, has a few ideas. In a story in our upcoming May issue, Werlin identifies 10 ways advisors can set themselves apart in a crowded market. Here’s a preview.

On April 23, 2012, MME reported that PIMCO will open its first Latin American office, in Rio de Janeiro, Brazil, in September 2012.

On April 23, two research firms revealed their fee expense studies for 2011.

The prospect of rising interest rates, though not anticipated for the near future, has many bond holders wringing their hands, but a fixed income strategist at Schwab offered strategies planners can use to avoid “bondageddon” and stay in the bond market, while protecting their clients’ assets.

The nascent active exchange-traded fund space, currently populated by PIMCO, AdvisorShares and Guggenheim Partners, may soon get a new entrant.

Morningstar’s fund analysts assigned a Gold rating to just one fund in the past few weeks: DFA US Small Cap I.

The Dow Jones Industrial Average picked up 65.16 points to finish at 13,029.26 Friday, closing out an up-and-down week for stocks in several key sectors.

On April 20, Strategic Insight found that institutionally priced mutual funds are gaining traction among large plan sponsors.

On Wall Street and NYLife/MainStay Investments invites you to see the top 10 branch managers of the year for 2011 (IN ALPHABETICAL ORDER).

It's been four years since the management team at Neuberger Berman decided to spend $922 million in order to acquire a majority interest in their firm and the fixed income and alternative asset management businesses of Lehman Brothers' Investment Management Division in the wake of Lehman's collapse.