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News
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Retirement Plan Participants Seek Direction from Employers: Study
January 26, 2012Participants in defined contribution retirement plans want directionand even promptsfrom their employers when it comes to saving for retirement. Thats one of the findings from a survey by State Street Global Advisors, the asset management business of State Street Corp.
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'Offshore Shams' Abet Mutual Fund Speculation in Commodities: Senator
January 26, 2012The head of the Senate Permanent Subcommittee on Investigations called for an end to private letter rulings from the Internal Revenue Service which have essentially opened the floodgates for mutual funds to speculate in commodities from offshore tax havens such as the Cayman Islands.
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BNY Mellon Opens Wealth Management Office in the Cayman Islands
January 26, 2012BNY Mellon has opened its first wealth management office in the Cayman Islands as part of an effort to expand the firms global capabilities to serve international clients.
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Going Postal: Turning USPS Woes Into an Investment Opportunity
January 26, 2012Advisors dont only have to bemoan the U.S. Postal Services decline there are ways to profit from it. Its worth at least considering an investment in ETFs that have exposure to companies like FedEx and UPS, according to an analysis by S&P Capital IQ.
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Morgan Stanley Smith Barney: We Expect U.S. Recession, Too
January 26, 2012The Global Investment Committee of Morgan Stanley Smith Barney said in its January 2012 market commentary that it expects not just Europe, but the United States, to slip into recession.
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Investors (Again) Lose Faith in U.S. Equity Funds
January 25, 2012According to statistics released today by the Investment Company Institute, investors pulled $484 million from stock funds over the past week, a reversal from the previous week when investors sent $1.42 billion their way.
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Most Americans Still Support Retirement Savings Tax Incentives
January 25, 2012The vast majority of U.S. households regardless of demographic and financial characteristics overwhelmingly support preserving the nations current tax incentives to encourage retirement savings.
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Men and Women Do Retirement Planning Differently
January 25, 2012A study by Ameriprise Financial and Harris Interactive found that men outpace women in planning for the financial aspects of retirement at a ratio of 77% to 72%. However, women are more likely to say they have thought about what they would like to do during retirement.
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U.S. Households Investigating But Not Buying Life Insurance
January 25, 2012LIMRA research also indicates companies could grow their life business by being more aggressive with certain untapped markets.
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Active ETF for Global Opportunities Set to Launch
January 25, 2012AdvisorShares Investments, a sponsor of actively managed ETFs, announced that the AdvisorShares Accuvest Global Opportunities ETF will begin trading on Jan. 26.
Current Issue
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The January issue is now online!
2012 Outlook: High-Level View
From payouts getting trimmed to stagnant growth, bank advisors have their work cut out for them this year. But bright spots include investments that can help differentiate you.
Planning Parallels with Positive Psychology
Understand the three levels of happiness and be ready to connect them with their financial-planning equivalents.
Lifting the Clouds Over Annuities
There are fresh messages about the value of annuitiesbut don't assume your clients are aware of them yet.
The Only Thing That's Constant Is Change
Being able to sell is still important, but in today's market it's just one of many skills that a bank advisor needs to thrive.
Driving to the Goal Advice for the Gridiron
A lifelong athlete and a fan of the Minnesota Vikings, David Arndt had become an advisor. His "crazy" plan was to get a job where the Vikings did their bankingand it worked.
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