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Finding 'unloved' opportunities in a uncertain market
INVESTING EQUITIES AUG 16, 2011
Finding 'unloved' opportunities in a uncertain market

With the dark cloud of economic uncertainty hanging over Washington, one could make a solid case for the Advisory Research International Small Cap Value Fund Ticker:(ADVIX), which limits exposure to the U.S. dollar by investing primarily on foreign exchanges.

Target date glide paths are 'unstable' at some major plan providers
INVESTING MUTUAL FUNDS AUG 12, 2011
Target date glide paths are 'unstable' at some major plan providers

Ibbotson Associates Inc. looked at 21 major target date fund families and found that a target date fund's asset allocation generally becomes more conservative as employees age.

Gold at $1,600? Don't bet against it, says Scotia
NEWS INDUSTRY NEWS AUG 11, 2011
Gold at $1,600? Don't bet against it, says Scotia

Gold may advance to a record $1,600 an ounce this year as investors seek to protect their wealth from Europe's sovereign-debt crisis, boosting demand, according to Scotia Capital.

NEWS INDUSTRY NEWS AUG 10, 2011
Stifel's West Coast push rolls on with hire of ex-MSSB manager

Stifel Nicolaus & Co. Inc. has hired Susan M. Dixon, former branch manager of Smith Barney's Laguna Niguel, Calif., office, to open a Stifel branch in Irvine, Calif.

Abbot Downing launch to vault Wells Fargo into family office top four
RETIREMENT RETIREMENT PLANNING AUG 09, 2011
Abbot Downing launch to vault Wells Fargo into family office top four

New unit named after maker of bank's trademark stage coach

NEWS REGULATION AND LEGISLATION AUG 09, 2011
S&P downgrades could put pressure on 'supercommittee'

If Main Street blames Washington for debt rating and market decline, Congress could feel constituents' wrath

The 'perfect time' for a covered-call strategy? One PM thinks so
INVESTING ALTERNATIVES AUG 04, 2011
The 'perfect time' for a covered-call strategy? One PM thinks so

Van Hulzen Asset Management's new Iron Horse Fund will follow an options strategy that the $250 million shop has been applying in separate accounts for nearly a decade.

INVESTING ALTERNATIVES AUG 03, 2011
Pooling resources creates a wealth of alternative assets

Alternatives are such an integral part of Matrix Wealth Advisors Inc.'s philosophy that the fee-only firm has a pooled fund devoted to the category

Odds of a 'new' recession? 50-50 chance, says Harvard economist
NEWS INDUSTRY NEWS AUG 02, 2011
Odds of a 'new' recession? 50-50 chance, says Harvard economist

Harvard University economics professor Martin Feldstein said the U.S. recovery that began two years ago has been losing steam and there are even odds the economy will slip into recession.

Finra sets date for kick-in of controversial registration plan
NEWS INDUSTRY NEWS AUG 01, 2011
Finra sets date for kick-in of controversial registration plan

Rule governing back-office personnel effective as of mid-October; reaction to Madoff?