Investment strategies

As the global markets limp slowly toward stability, the natural resources sector will be an area of opportunity for clients.

An aging population and government inaction challenge Japan's faltering economy.

It's a summer of uncertainty, with affluent optimism gyrating based on the latest economic news. It also contributes to a fundamental irony: these days, affluent investors simply don't feel affluent.

North America led the drop in global confidence, falling 8.7 points to 84.4.

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.

Curian Capital has rolled out two alternative-focused strategies for separate accounts.

Year-to-date, total annuity sales declined eight percent compared to the first half of 2011, reaching $57.0 billion, according to LIMRA.

Anchor Capital Advisors will hire Michael C. Pierre as portfolio manager and acquire the client accounts that he manages from Moody Aldrich Partners.

On August 30, the Department of Labor's Employee Benefits Security Administration participant fee disclosure rule, dubbed ERISA 404(a)(5), will go into effect.

The wealth management unit reports a drop in revenue from commissions and transaction fees.

While still somewhat lackluster, the July jobs report is a strong starting point for growth in equities markets, says Mark Luschini, chief investment strategist at Janney.

With all eyes toward London, one Senator is looking to reward winning athletes with a tax break.

U.S. stocks rallied for the first time this week, commodities gained and Treasuries declined after American payrolls climbed more than forecast in July.

U.S. investors are growing gloomier about the economy thanks to the looming federal debt and the uncertainties surrounding the presidential election, as one of the closely watched investor optimism indices declined for the third time this year.

On May 22, 2012, Washington, D.C.-based Money Management Institute today released the early edition of MMI CENTRAL Q2 2012.

On May 9, 2012, Neuberger Berman has launched the Neuberger Berman Long Short Fund (NLSAX, NLSCX, NLSIX), designed to provide investors with a long-short investment strategy that seeks long-term capital appreciation and principal preservation.

The next black swan in the financial industry is likely to be rising interest rates. And there could be a “good” black swan event: a rally over the next 10 years in stocks, said speakers at NICSA’s 30th Annual Conference and Expo.

Even as the company sets out on a second round of cost-cutting in Project New BAC, chief executive officer Brian Moynihan said the company considers Wealth Management one of its core businesses – and will increase efforts to build it up.

just-say-grow

The International Securities Exchange said Thursday that it intended to provide venture capital to the exchange-traded product industry.