Portfolio

The volatility in the S&P 500 Index over the past few weeks serves as a reminder of the importance of reviewing portfolio holdings on a regular basis because, as we have just seen, the fundamentals are fluid. Closely monitoring equity holdings is key to ensuring a portfolio continues to meet an investor's goals and tolerance for risk.

ICI: Senate Bill Still Needs Work

The Lansing, Mich., based company said the office in the Nashville suburb would employ 400 people.

Kehrer-LIMRA’s latest annuity forum finds bankers are optimistic about indexed annuities, too.

The Internal Revenue Service plans to ask issuers of negotiated Build America Bond transactions, in a revised “compliance-check questionnaire,” if any investors who bought their bonds in the primary market paid more than the price the bonds were initially offered at.

New Jersey Gov. Chris Christie earlier this week remarked that if the state didn’t clean up its act it could become the next Greece.

First Republic Bank is hiring in a bid to expand its wealth management operation.

From May 11 to May 14, advisors affiliated with SagePoint Financial gathered for the 2010 National Education Conference in Orlando, FL. During the conference, advisors heard the latest news from SagePoint executives and listened to industry experts share their views on topics from Social Security to real estate during the many educational sessions offered. The conference also provided an excellent opportunity to learn from, and network with, other advisors.Below are photo highlights from the event.

BB&T Corp.'s mutual fund family has had a dramatic gain in assets over the past year, and the bank's asset management arm is laying the groundwork for more expansion.

Sales turned positive after their worst year in decades, according to LIMRA.