Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
For more investment news subscribe to our free weekly Investment Strategies e-newsletter. Join today.
For most Americans, the most important asset class is not the stock portfolio, it's the house. No wonder some homeowners are getting a bit nervous. The sub-prime mortgage fiasco is forcing up the cost of money, particularly on jumbo mortgages...
Most financial advisors lust after rich people. Lust is perhaps an arresting choice of words, but it does accurately describe the intensity of desire an advisor suddenly feels when a liquid millionaire is referred to him. This is precisely what...
Exchange-traded notes (ETNs) are hot. That's right, ETNs that's no typo. Do not confuse ETNs with their cousins, exchange-traded funds (ETFs), which because of their low cost and tax efficiency have become the financial world's iPod equivalent...
Here's a list of the fastest growing asset managers, based on percent change in AUM among firms with assets between $1 billion and $10 billion for the 12-month period ending April 2007. Topping the list is Kinetics Asset Management, which is...
Don't panic yet, but in case you haven't heard, the SEC is taking a hard look at a major source of pay for reps: 12b-1 fees. Sure, the subject of 12b-1 reform has been bandied about for more than a decade. But SEC director of investment management...
Creating lists such as this can be a notoriously capricious business. For starters, why only 10 people? Good question. But it forces a silly answer: The number 10 is a good number simple as that. Yes, it's somewhat arbitrary, but the object is to...
First it was the firms, now it’s the brokers. The carnage from the mutual fund scandal continues as regulators have moved over from settlements with fund companies and brokerage houses for alleged trading and sales abuses and are now aiming...
Trustees of individual retirement accounts (IRAs) have increasingly seen participants turning to nontraditional or alternative investments in their accounts. These investments include not only real estate but also mortgages and closely held...