Interesting blog post from Vanguard I thought I would share: "More than $18 billion has poured into the Lipper Equity Income category (mutual funds and ETFs) through September 2011, the largest amount of cash flow of any Lipper equity fund...
Our long-time mutual fund correspondent Stan Luxenberg writes: "Criticism of ETFs is growing almost as fast as are the vehicles' assets. Don Phillips of Morningstar and others say that as ...
This letter, originally published in 2009, has been dusted off and was apparently dropped from office windows on or near Zuccotti park recently. It is a scathing riposte to the Occupy Wall Street cabal, explaining the so-called 1%'s point of view...
Ever since the seperately managed account was introduced decades ago, management of broker/dealers predicted it was the way of the future. They were right, but they were wrong for a while too. I mean, it took a while, and, as the shorts say, if...
Washington, D.C. --- I am here at the TD Ameritrade Institutional conference (Ticker: TDAM), where talk show host Charlie Rose interviewed columnist (and great American) George Will, who is a legendary baseball freak. Will quipped: "Football is a...
This just in from our sister publication, Trusts & Estates' Wealth Watch e-newsletter. "As the compliance deadline for family offices to register with the U.S. Securities and Exchange Commission (SEC) quickly approaches, the focus has shifted...
We try to avoid politics in this journal, but this month (Nov.) we couldn’t help it. On the back page of the soon-to-be-published Nov. 2011 issue, Kristen French, our features editor, are some quotes from OWS protestors. Kristen ventured downtown...
Brad Hintz, a respected analyst at Alliance Bernstein, says the Volker legislation's impact on financial firms is unknown at this point, but that Morgan Stanley's (Ticker: MS) turnaround is intact; its shares are a buy. In fact, Hintz says the...
