Turmoil. It's a word that best describes the events of the last 12 months in financial services, and one that, in all likelihood, will also describe the next. True, the market has bounced back some. But that is hardly enough to offset the...
How do you define style? When it comes to mutual fund investing, this is no idle question. After all, every advisor looks at the world of mutual funds and analyzes them by their stated investment styles growth, value, whatever. The trouble is...
If you hold a Series 7 and you offer clients mutual funds for their retirement accounts, are you brokering a transaction or are you offering ongoing financial advice? The answer could be in the gray: You may think you are acting as a registered...
Just looking at the volume numbers for the CBOE's broad-based index options tells the story: through June, total index volume was up 42% compared to the first half of 2002 at the CBOE, making indexes the exchange's fastest growing product. Now...
A recent Fidelity Investments survey says clients still find portfolio performance to be the most important aspect of the client-advisor relationship. What can advisors do about this?
