-
Working with elderly clients can be challenging, but by networking with the right contacts and involving clients' heirs, some advisers are developing a lucrative and self-feeding business-and fund companies that can provide them with retirement income products that rely on capital preservation rather than aggressive investments will come out the winners.
July 20 -
Of course, it cannot be proved that hedge funds contributed to the financial crisis, as the Department of the Treasury said last week. However, it's more than likely that the top-performing hedge fund managers, those earning a staggering $1 billion a year in 2006, 2007 and 2008, were invested in the mortgage-backed and leveraged instruments that brought the economy to its knees.
July 20 -
Bond, Stock Funds Reap $136B in 2Q09, Best Sales Since First Quarter of 2007
July 20 -
NEW YORK -- An investors' advocacy group is challenging the Obama Administration and Congress to do more for the needs of average investors.
July 20 -
Brokers who offer advice to investors may be held to the same fiduciary standards as investment advisers if legislation proposed by the Obama Administration is passed by Congress.
July 20 -
hedge funds regulation crisis sec securities and exchange commission
July 19
-
The plaintiffs’ attorney in the mutual fund fee case heading to the Supreme Court has somehow obtained e-mails between two executives at Harris Associates, The Wall Street Journal reports.
July 17 -
A decline in world equity markets of 4.9% between July 2 and July 9 has forced investors to sale back their risk taking and return to recession-proof stocks, according to Merrill Lynch's monthly survey of fund managers.
July 17 -
The mutual fund industry will be a shadow of its former self in just five years time, if the findings of a new study by Novarica pan out.
July 16 -
While competitors are roiled by the market turmoil and the market faces lower returns for some time to come, Charles Schwab is proactively cutting fees, lowering investment minimums and offerings popular exchange-traded funds to gain market share, Barron’s reports.
July 16