Kohlberg Kravis Roberts & Co. LP, a 32-year-old private-equity firm, is delaying plans to become a public company, due largely to the credit crisis, which has cut the value of its investments.
A financial advisory firm is betting that investors who use a quantitative formula — rather than emotion and panic — to move in and out of stocks will get through Wall Street's roller coaster ride with their pocketbooks largely intact.
By now, even the most ardent advocates of asset allocation have to be asking themselves whether they should just go to cash and wait for saner times.
The Securities and Exchange Commission is expected to approve a controversial rule that would make dismissing arbitration cases more difficult.
With the equity market wreaking havoc on retirement portfolios, advisers are helping clients reassess their priorities and determine which objectives to fund first.
Advisers for ultrawealthy investors are bullish on hedge funds, with many planning to increase their allocations to the alternative investments next year, according to a new study.
Advisers tell me that broker-dealers are not created equal when it comes to technology support.
Fund companies and service providers are offering webinars, seminars and handouts to help advisers handle the onslaught of questions they're getting from 401(k) participants and employers in this volatile market.
In the 12-month period through early October, 401(k) plans and individual retirement accounts dropped in value by $2 trillion due to market volatility, and a new study questions whether retirement accounts are too exposed to market risk.
They aren't necessarily the first mutual funds that come to mind as a place to take cover during turbulent markets, but two funds that invest in mortgage-backed securities with an eye towards community development are doing relatively well.
