Investments

The 2008 and 2009 global financial crisis left many investors disappointed with the high volatility and negative performance of their portfolios and leading them to re-evaluate the risk reducing ability of asset allocation.

In the first half of 2013, they generated $283.3 million in revenue, the most they’ve made in the first six months of any year since 2007.

Developed economies are turning into global growth engines as some emerging-market counterparts decelerate.

Whereas men tend to view money as ethically neutral, women generally have stronger feelings about the social and environmental impacts of money.

Options have been used in asset management for several decades, but due to current market conditions asset managers' interest has been renewed in this strategy. With bonds in a bear market and an equity market meandering horizontally, these managers are embracing options as a way to generate income while protecting against the downside.

FINRA’s Board of Governors will finally consider its controversial plan to require transitioning advisors to disclose recruitment incentives.

(Bloomberg) – A Morgan Stanley employee identifying himself as a credit audit specialist sued the bank over claims he suffered retaliation after he discussed the growing number of high-risk loans in its portfolio.

Operating in an environment where we are all expected to do more with less, asset managers increasingly rely on service providers. By constantly reinvesting in their businesses and infrastructure, established providers can easily scale and position asset managers for the future.

A controversial bill to require brokers to disclose recruitment incentives to clients will go before FINRA’s board next week.

Laif Meidell discusses market volatility and how advisors and investors can benefit from taking on a more defensive portfolio position.

Building a successful fund requires a distinguishable brand, an effective marketing strategy, and a commitment to distribution support.

Loomis, Sayles & Company announced that Peter Marber has joined the company as head of emerging markets investments.

(Bloomberg) -- Morgan Stanley, which is set to receive another $57 billion of deposits from Citigroup Inc. as part of its Smith Barney purchase, plans to accelerate lending to put those funds to use.

Laif Meidell is president of American Wealth Management and a FINRA registered representative with Foothill Securities, a hybrid Reno, Nev.-based RIA firm.

Financial advisors are three times as likely to respond to a sales pitch from an asset manager, broker-dealer, custodian or insurance company when the approach is made in person, according to a new study.

Your fee should be about more than just investment performance.

Bank of America has expanded its suite of investing tools for its mass-affluent do-it-yourself customers.

To help investors cut through the clutter of ETFs on the market, Merrill Edge devised a list of 61 high-quality ETFs from which they can build their own portfolios.

g) – Emerging markets offer good long- term buying opportunities as economies globally improve, Robert Kapito, co-founder and president of BlackRock Inc., said. There is too much short-term thinking in investing and foreign investors should be diversified in order to survive this period of market volatility, Kapito said in an interview with Bloomberg Television’s Susan Li.

Calamos Investments, a global investment management firm, announced the planned departure of James Boyne, President and Chief Operating Officer, effective September 30, 2013. Until that time, Boyne will act in an advisory role and assist the company in the orderly transition of his duties and responsibilities.