Citing weak but recovering economy, monetary policy, Nuveen's Doll says, "We have been in the sweet spot for some time, and it is likely to continue."
You don't have to be an elite athlete to have the right stuff
Mike Avery knows markets and history—that much is clear. The executive vice president of Ivy Investment Management Company and co-portfolio manager with Ryan Caldwell of the Ivy Asset Strategy Fund (WASAX) has an encyclopedic grasp of what's happening now, what came before and the proper context for investors. His viewpoint can help provide clarity for investors, especially in the current topsy-turvy environment.
Super Bowl predictor may be irrational but has better track record than many stock pickers.
Roth conversions came in at $64.8 billion in 2010, above an expected $26.5 billion.
Donald Marron's private equity shop in deal for majority stake in Wealth Enhancement Group, a firm that handles $4.7 billion in client assets.
If you have been in the industry long enough, certainly you have heard horror stories about advisers who have changed firms or broken away only to lose clients along the way.
What should you be looking for in a potential merger candidate? First, you need to have similar investment styles and fee structures. Beyond that, chemistry and cultural fit are key.
With hurricane season upon us once again, it is important to remember one of the enduring lessons of Hurricane Sandy: Natural disasters no longer discriminate on the basis of geography.
