-
Risk parity has become a popular allocation and risk management strategy in recent years. Do you know enough about it to provide guidance to your clients?
August 28 -
Fixed income ETPs now account for 18% of global ETP assets, up from 7% in 2007 at the onset of the financial crisis, according to BlackRock.
August 28 -
Van Eck Global is prepping to launch the Market Vectors Short High-Yield Municipal Index ETF, which will replicate the Short High Yield Index, according to a Securities and Exchange filing.
August 28 -
Merrill Lynch Wealth Management has snapped up three UBS financial advisors with more than $323.2 million in client assets under management.
August 28 -
The Board of Trustees of Rydex Series Funds has approved a revision of the principal investment strategies for the Trusts Managed Futures Strategy Fund.
August 28 -
One of the most important things any advisor can do to for his or her clients is to help them understand what underperformance really means, according to Steve Atkinson, "The Advisors' Coach."
August 28
-
TD Ameritrade survey finds that 60 percent of Generation X and Generation Y make regular, automatic contributions to their retirement savings compared to just 46% of non-retired baby boomers.
August 28 -
Jody Team, heading a three-advisor firm with $40 million in assets under management, has launched Deltamark Advisors, a "turnkey" RIA support firm.
August 28 -
Total managed solutions assets ended the second quarter at $2.5 trillion, a decline of $600 million or less than 0.1% from the first quarter, according to data from The Money Management Institute.
August 28 -
SEC Chairman Mary Schapiro may have lost the first round in her push to reform the $2.6 billion money market mutual fund industry, but the fight has only just begun.
August 28 -
A win for Morgan Stanley in a fight with Citigroup Inc. over the value of their brokerage joint venture could show the firm is playing a losing hand.
August 28 -
The Dow Jones Industrial Average chopped off 33.30 points Monday to close at 13,124.67. The S&P 500 trimmed 0.69 points to end at 1,410.44 but the Nasdaq moved up 3.40 points to finish at 3,073.19.
August 27 -
Rydex is nixing its Long Short Equity Strategy Fund because of unfavorable market conditions, according to a Securities and Exchange Commission filing.
August 27 -
GoldenTree Asset Management LP, a money manager overseeing $15.9 billion in assets, hired Daniel Ornstein from Morgan Stanley to co-head its trading business.
August 27 -
Janney Montgomery Scott continues to flex its recruitment muscles, drawing another high producing team from wirehouse competitor UBS.
August 27 -
Forward has hired a new marketing chief in light of the defection of former president Jeff Cusack to Nuveen Investments.
August 27 -
T. Rowe. Price has opened a newly relocated investor center in downtown Washington, D.C., the Washington Business Journal reports.
August 27 -
Manning and Napier have rolled out the Strategic Income Conservative Series and Strategic Income Moderate Series that will target income-producing securities.
August 27 -
John Hancock Financial, the U.S. division of Manulife Financial Corp., has named Kevin Cloherty Senior Vice President and Global Compliance Chief.
August 27 -
Eighty-three percent employers made 401(k) advice available to plan participants, up from 42% in 2005, according to new data from Charles Schwab.
August 27






