The Takeaway: Muppet portfolios

AUG 21, 2013
Portfolio Americans have no clue about how rising interest rates affect their portfolios.  (The Reformed Broker) Barry on what we see when portfolios come into the firm.  (The Big Picture) Hedge funds have been dumping Apple but they still love them some AIG.  (Focus On Funds) Here's where the 2014 growth is expected to come from for the S&P 500:  (Avondale) Ackman gives a master course in placating nervous investors.  (DealBook) The Biz LPL CEO Mark Casady on the state of the firm and what has changed.  (Investment News) Three questions advisers need to ask themselves.  (ThinkAdvisor) Evercore Wealth Management makes key hire to soften its image.  (RIA Biz) Outliers We found out a bunch of information on when the Fed will start tapering and by how much. Just kidding, the whole thing is still hilariously unclear.  (Yahoo Finance) *** Disclaimer: Joshua Brown is an investment advisor representative with Fusion Analytics. The content above is for informational purposes only, nothing here should ever be construed as investment advice or a solicitation to trade any securities. Mr. Brown or his firm may be long or short securities mentioned above for client or personal accounts at any time.

Latest News

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave