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Investing
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HelloWallet Aims Financial Management at Mass Market
March 11, 2010The company has already partnered with the city of San Francisco to offer wealth management services to its residents through direct mailings in their water and electric bills.
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Breaking Up is Hard to Do: Seven Must-Know Tips to Aid Divorce Clients
March 11, 2010When going through a divorce, having just any financial advisor won't do. People need a planner who specializes in the subject and can help clients navigate the difficult emotional and financial terrain ahead.
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Advisers Relying More on Internal Wholesalers: FRC
March 11, 2010While financial advisers have been relying on internal wholesalers more heavily since the financial downturn, they are also finding those contacts not as accessible or responsive as they would like.
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Gallup: Consumer Confidence Decoupled from Consumer Spending
March 10, 2010Prospects and clients might say they're feeling upbeat about the economy, but their money isn't talking.
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Money Funds Welcome Fed’s Reverse Repos
March 10, 2010Money market funds are welcoming the Federal Reserve’s offer to buy an estimated $1 trillion in reverse repos, as the economy continues to rebound and the government looks to reduce the $2 trillion it pumped into the capital markets.
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GLBs Buoy Variable Annuity Sales, But for How Long?
March 9, 2010Guaranteed living benefits may now be synonymous with variable annuities, but unless insurers rein in costs and restore benefits, sales may continue to slide.
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IRA Minimum Distribution Requirements Likely to Return This Year
March 9, 2010As the market has, indeed, rebounded nicely, Congress is likely to reinstate the RMDs this year, experts say.
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Research Roundup: Investment Ideas and Analysis for the Week of March 8
March 8, 2010Tomorrow is the one-year birthday of the market low. How are we doing? Comments from JPMorgan Funds, BlackRock and more, plus the week’s reports.
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Survey: Advisors Hope Marketing Means Growth in 2010
March 8, 2010One advisor warned that keeping clients happy should top performance chasing.
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T. Rowe Price Execs Took Pay Cut in 2009
March 8, 2010Baltimore asset management titan T. Rowe Price reported its executives took compensation cuts in 2009, led by CEO James Kennedy, who had his compensation package slashed by 17%.
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Only 1% Bailed Stock Funds at Height of Volatility
March 8, 2010Investors showed uncanny calm, inertia or perhaps even malaise during the recession, with a scant 1% selling out of equity funds at the height of the market volatility in October 2008, Vanguard found.
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RBC Sees Continued Growth in Electronic Trading
March 8, 2010Electronic trading in the equity markets has grown dramatically in recent years and is expected to continue growing, according to a new survey of institutional equity traders and technologists. RBC Capital Markets, Bradley Katsuyama, proprietary trading, electronic trading
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The Product Guru: Guarding Against the “Silent Killer”
March 5, 2010It’s impossible to completely protect against inflation but some old asset classes, and one new product, can help.
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Concerns Surround Merrill’s Plans for BofA Advisors, Clients
March 5, 2010Merrill Lynch’s high account minimums could banish many BofA clients to a call center, taking their advisors’ main source of production with them.
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Muni Bonds Healthier Than Suspected
March 5, 2010But, even a few bankruptcies can set a bad precedent.
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