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The 'perfect time' for a covered-call strategy? One PM thinks so
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.

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
RIA 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
RIA 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?

RIA NEWS AUG 01, 2011
Capital gains tax break may be chopped

The bipartisan deficit reduction plan gaining momentum in the Senate likely would require lawmakers to curtail or end the preferential tax treatment of capital gains and dividends

REGULATION AND LEGISLATION JUL 29, 2011
Taxes, rising rates will hit rich in the wallet, experts say

The year 2013 may snap a 12-year winning streak for wealthy Americans on taxes due on income, capital gains, dividends and money given to their heirs

EMERGING MARKETS JUL 28, 2011
Biggest China ETF in U.S. rocked

FIXED INCOME JUL 25, 2011
'We love equities,' says BlackRock boss Laurence Fink

BlackRock chief executive Laurence D. Fink is more bullish on U.S. equities than bonds because companies are benefiting from the weak dollar and have surplus cash to invest for growth

EQUITIES JUL 25, 2011
Mobius: Another crisis is 'around the corner'

Another financial crisis is inevitable, according to Mark Mobius, executive chairman of Templeton Asset Management's emerging-markets group

REGULATION AND LEGISLATION JUL 24, 2011
Arbitration case costs Neuberger $4 million

Neuberger Berman Group LLC, a money manager that was part of Lehman Brothers Holdings Inc., was ordered by an industry regulator to pay about $4 million to three clients who bought structured notes backed by the failed investment bank