Last week, the S&P 500 pulled back by less than 2% - certainly not sufficient to clear the overvalued, overbought, overbullish, rising-yields syndrome that we observe in the market, but enough to bring our estimate of S&P 500 10-year total returns from an expected 3.06% to an expected 3.25%.
If ever there was a time to embrace investments in alternatives, this is it.
Independent broker-dealers owned by insurance companies, once the dominant players of the industry, will continue to dwindle in size and importance over the coming decade, unable to keep pace with more nimble competitors that invest in, and increase, investment advisory services for reps.
Conglomerate acquires $7.5B in accounts from insurer; sale includes online banking platform
Scottrade is celebrating the first birthday of its FocusShares exchange-traded funds with a big marketing push.
A team that manages three mutual funds for Milwaukee-based Artisan Partners LP was named 2011 domestic stock manager of the year by Morningstar Inc.
The uncertainty in Europe has pushed the Forester Value Fund Ticker:(FVALX) into a defensive mode, but that's far from sitting on the sidelines, according to Tom Forester.
While they wait for interest rates to rise and a chance to reinvest for greater yield, advisers remain parked in short-duration, high-quality fixed-income instruments.
Caramadre faces indictment over alleged scheme that purportedly sought out those with less than six months to live; lawyer says 'insurance industry upset it got beat at its own game'
As insurers find new ways to provide workers with a steady stream of income through their retirement plans, financial advisers are grappling with how best to benchmark these products against one another
Moody's: Bank sale eliminates Fed oversight but gives Met competitive chops
Despite the generally dismal performance of alternative investment funds, investors continued to pour money into them in 2011
A new study shows that correlations between many so-called “risk-on assets” have risen dramatically over the last decade.
Last year's stock market volatility has taken its toll: Financial advisers are a lot more skittish about equities now than they were at the start of 2011.
