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The ideal investing approach should control downside risk while also achieving a reasonable rate of growth. Here are a few suggestions.
December 22 -
The wirehouse recruited advisors from rivals Merrill Lynch and UBS.
December 19 -
Merrill's newest recruit managed more than $185 million in client assets while at UBS.
December 19 -
A financial advisor helped doctors who were facing increases in their health insurance premiums by better visualizing their full options; Plus, means testing and a higher retirement age are possible fixes for Social Security.
December 19 -
This past week saw a number of new offerings in exchange traded products and funds from Deutsche Asset & Wealth Management, KraneShares and FirstTrust, among others. Also, Van Eck Global closes five international-themed funds.
December 19 -
Janus shares surged 43% on Sept. 26, their biggest one-day gain ever, after it announced that Bill Gross would join the firm from Pimco. Hiring Gross was the boldest step yet in an almost five-year effort by Richard M. Weil to attract new money and change the public perception of Janus, a firm still known primarily for its growth-equity funds.
December 19 -
Margaret Towle was most recently a partner and managing director with HighTower Advisors. She's also editor-in-chief of The Journal of Investment Consulting.
December 19 -
Board quietly hires former SEC official; critics call for CEO Keller's departure as well.
December 18 -
Small-cap stocks often outperform large caps, but 2015 may not be such a year.
December 18 -
Advisor, beware: Funds that use complex, hedge style methods may not be appropriate for client retirement accounts.
December 18






