Investment

John P. Calamos was a retail broker in the 1970s when he first began using convertible bonds in clients' portfolios. Convertibles were somewhat exotic then, but they struck Calamos as an antidote to a financially turbulent decade marked by a lousy...

Their potential is significant now that the genome hype has passed and cash-rich firms plunge ahead with development.

Abandoning bonds in favor of stocks might appear sensible — but risky.

Asset and investment style diversification in just one account.

Rittenhouse Financial became No. 2 in managed accounts by focusing on quality, large-cap growth issues. That didn't help much in 2001. But for a reputation for service makes Rittenhouse popular with advisors.

Brokers have long understood analysts’ divided loyalties.

Whichever way the market winds blow, real estate investment trusts are poised to fall.

There’s no guarantee the guarantors won’t flop.

The SEC requires more disclosure of after-tax returns, but the data can be confusing.

1838 credits its tax-efficient approach for making it a top manager.