Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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Wachovia, now with A.G. Edwards under its wing, unloaded a whopper of bad news yesterday, reporting a second quarter loss of $8.9 billion, or $4.20 per share; that’s nearly three times more than some analysts expected.
Bloomberg.com is reporting today that the legendary fund manager Bill Miller has lost his touch. After 15 years of outperforming the S&P 500, Miller, the manager of the Legg Mason Value Trust (LMVTX), has slipped into a funk, and assets in the...
What do clients do with the cash when they receive large cash payments from, say, the sale of a business or a significant asset, such as a house or a work of art? You probably have advised them on designing and implementing cutting-edge tax and...
Half a century ago, the economic historian Karl Polanyi argued in the classic book The Great Transformation that self-regulating markets never work and that government intervention always becomes necessary to prevent catastrophe. Buried toward the...
Registered Rep.spoke with Jim Weddle, CEO of Edward Jones, about the firm's new fee-based platform, which it began to roll out in June. RR: What inspired the development of this program? JW: Well, we did a lot of research both among our clients...
Active versus passive? That's an old battle. But the stakes have recently been raised: Can the S&P 500 beat a portfolio of funds of hedge funds? Warren Buffet says yes, when performance is measured net of fees, costs and expenses, and he's putting...