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It's one of the most heated debates of investing that gained traction when Boston University economist Zvi Bodie stated in the mid-1990s that time plays no role in decreasing risks of holding stocks.
March 3 -
It's a New Tech World Order. Life - as we all knew it - is rapidly changing whether you're an advisor, fund manager, or investment firm.
March 3 -
Increased tax rates have made it more costly to sell appreciated assets, so it may be better to make charitable or family gifts. Specified selling strategies can also help keep HNW clients from max-tax territory.
March 2 -
Increased tax rates have made it more costly to sell appreciated assets, so it may be better to make charitable or family gifts. Specified selling strategies can also help keep HNW clients from max-tax territory.
March 2 -
High-net-worth clients have more assets exposed to various claims so advisors should make certain liability insurance is far-reaching and asset titling decisions recognize creditor protection concerns.
February 28 -
High-net-worth clients have more assets exposed to various claims so advisors should make certain liability insurance is far-reaching and asset titling decisions recognize creditor protection concerns.
February 28 -
Municipal mutual funds reported inflows for a third straight week, as the prospect of lower interest rates lured investors.
February 28 - Money Management Executive
Former Federal Reserve Chairman Paul Volcker once remarked that modern finance hasnt done anyone except finance professionals much good. The automated teller machine is pretty useful, he said, but thats about it. To which a lot of investors might reply: What about exchange-traded funds?
February 27 -
U.S. stocks swung between gains and losses, after the Standard & Poors 500 Index closed near a record, investors awaited testimony from the Federal Reserves Janet Yellen and tension increased in Ukraine.
February 27 - Money Management Executive
ETF Appetite for Fixed Income Diminishes on Reduced Money Flows
February 27 -
Henderson Group Plc, a U.K. money manager, posted 2.7 billion pounds ($4.5 billion) of net inflows in the fourth quarter as individual clients funds pushed the firm to a positive flow for the year.
February 26 -
The location of the National Credit Union Administration suits its place in the hierarchy of U.S. financial regulators.
February 25 - Money Management Executive
There is no denying it: with more than $2 trillion in assets invested in ETFs, there is a tremendous opportunity to be had as evidence points to even further growth in the industry. Less than 2 months into 2014, we've already seen a total of 32 new exchange-traded products issued as both dominant and emerging fund sponsors continue to bring product to market.
February 24 - Money Management Executive
Many of the nation's largest fund managers are tracking environmental, social, governance (ESG) factors when determining their investment strategies.
February 24 - Money Management Executive
During the 2013 proxy season, large mutual fund company support for climate-related shareholder resolutions reached an all-time high at 29%, up from 27% in 2012, and roughly 50% higher than 2007's voting support levels, according to new research by Ceres.
February 24 - Money Management Executive
Marketing Strategies of Top Mutual Funds
February 24 - Money Management Executive
Lessons From Innovative Marketing Campaigns
February 24 - Money Management Executive
Deutsche Bank AG will sell wealth manager BHF-Bank AG to RHJ International, a Belgian financial services company, for 354 million euros ($485 million) by the end of next month.
February 21




