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The Standard & Poors 500 Index roared back from the brink of its first correction in nearly four years even as the rout in all but the riskiest of global assets worsened.
August 24 -
Emotions might get the best of some investors in light of all the bad news. Here are the strategies I've used to guide my clients since the market correction began.
August 24
Mercer Advisors -
Advisors can show their worth by making time to help clients understand how to manage the unexpected.
August 24
Retirement Matters -
A wave of selling gripped global markets as the rout in all but the safest assets deepened.
August 24 -
The time has come for investors to emphasize savings and salt away another 5% to 10% of their incomes; Plus, how to create a stronger sense of community in retirement.
July 8 -
Here are six new dividend-oriented ETFs and how they can pay off for your clients.
June 8 -
The Continent may offer clients the best hope of finding the next bond rally.
June 1 -
An increasing number of emerging markets players are paying dividends -- and seeing higher average returns than non-payers.
May 14 -
Deutsche Bank said its working to boost its investment in green bonds to 1 billion euros ($1.1 billion), joining competitors including Citigroup and Barclays in tapping profit from the quickly growing market.
February 20 -
Julius Baer Group is advising clients to switch out of Swiss franc cash accounts, saying it will refrain for now from emulating competitors by imposing new fees on such deposits.
February 2 -
When it comes to the ability of the U.S. government to finance itself in the bond market, this year will go down as as one of the best on record -- and dealers say 2015 will be no different.
December 22 -
The president's decision to bolster ties with the island nation will likely give banks relief from sanctions, as well as expanded opportunities for money transfers and the financing of U.S. exports.
December 18 -
With investors increasingly looking to U.S. stocks and turning away from emerging market equities, many advisors are urging clients to rebalance into that sector. But each of the BRIC countries has its problems.
December 9 -
Wealth management profit increased 41% to C$285 million from a year ago as fee-based client assets rose, while insurance more than doubled to C$256 million.
December 3 -
By making gifts through donor-advised funds, clients can get a tax break while still supporting an international charitable cause.
November 25 -
By making gifts through donor-advised funds, clients can get a tax break while still supporting an international charitable cause.
November 25 -
Royal Bank of Canada is exiting wealth management in the Caribbean, extending a retreat in its international wealth business that began last year in Latin America.
November 21 -
The Internal Revenue Service issued two items of guidance Wednesday in response to the need for charitable and other relief due to the Ebola outbreak in West Africa.
October 30 -
Recent mutual fund flows suggest more advisors are going across the pond when constructing their client portfolios.
September 30 -
Determining the “right” allocation to international equities for clients' portfolios isn’t easy and depends on who you ask.
September 29




