A Yen for Yield?
A Yen for Yield?
Mar 01, 2012
Yield-starved investors have good reason to be increasingly frustrated. Money-market funds yield next to nothing, and five-year Treasuries yield less than 1 percent. TIPS sport negative yields. The yields are likely to remain skimpy since the...
JHS Capital Adds 75 Advisors with Paulson Acquisition
Mar 01, 2012
JHS Capital Advisors will grow its advisory force by over 75 percent with its purchase of Paulson Investment Company’s retail operations.
BlackRock’s Fink: “We’re in a Perfect Storm Right Now”
Feb 29, 2012
While job growth is improving and the markets are rallying, BlackRock CEO Larry Fink said there’s still a gnawing sense of unease among CEOs and investors.
Commercial Mortgage REITs: Less Risk, Same Reward?
Commercial Mortgage REITs: Less Risk, Same Reward?
Feb 17, 2012
A new crop of commercial mortgage REITs emerging today may be less risky investments compared to the legacy commercial mortgage REITs that operated during the most recent real estate boom, argue some industry experts. According to backers, the...
More Advisors Fleeing Morgan Keegan
Feb 16, 2012
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Raymond James Ramping Up Its RIA with New Leadership, Investment
Feb 13, 2012
Raymond James Financial said it is moving its registered investment advisor unit out of Raymond James Financial Services, its IBD division, and setting it up as a separate division with its own president. The new president, Bill Van Law, said t...
Searching for Yield
Searching for Yield
Feb 13, 2012
Since 2009, Build America bonds have given yield-starved investors a bit of hope for their fixed-income portfolios. These subsidized munis may continue to be good options, if you understand the risks.
Consolidation 2012: Lincoln Scoops Up Capital Analysts for HNW Foothold
Feb 08, 2012
Lincoln Investment Planning, an independent broker/dealer in Philadelphia, announced it will acquire independent broker-dealer Capital Analysts from insurance firm Western & Southern Financial Group. The move will add some 250 advisors to...
Big Impact: Clients Turn to Socially Responsible Investing
Feb 08, 2012
In post-recession America, greed is out. Clients are more open to thinking about values along with profits. So it’s not a surprise that so-called “socially responsible investing (SRI)” funds have grown at a faster rate than assets in the broader...
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