Pessimism about U.S. stocks among 120 investment newsletter writers increased the most since July 2007, a bullish signal to analysts who track investor sentiment as a contrarian indicator of share performance.
Is it time to move back into equities? Insiders are buying for the first time since March 2009, said Blackstone Group's Byron Wien, who predicted on Jan. 3 that 10-year Treasury yields and economic growth will approach 5% this year--usually a good sign.
Far from being a replacement for the solid foundation of an index based on market capitalization, fundamental index strategies can act as a diversifier by removing some beta or broad market exposure
Looking for safe havens; 'lot of hideous things still to come out'
The liquidator of Bernard Madoff's firm, Irving Picard, reached a settlement with more than a dozen funds associated with hedge-fund firm Tremont Group Holdings Inc. by accepting a cash payment of more than $1 billion.
Money managers ranked by assets from clients with more than $100M.
Portfolio managers were as shaken as individual investors by the recent market turmoil, according to the results of the latest Bank of America Merrill Lynch global survey of fund managers
Portfolio managers were as shaken as individual investors by last week's market turmoil according to a global survey of fund managers that found that sentiment has taken a sharp turn for the worse.
With the flood of new regulations facing investment advisers, clearing and custody firms are taking on a larger supporting role for their clients.
Current governor Norensberg challenged by Davidson, Moloney; BofA's Krawcheck unopposed
The Section 529 college savings plan that Wells Fargo Funds Management LLC manages for Wisconsin performed the best of the nation's 35 adviser-sold plans over the past year, according to ratings by Savingforcollege.com
Washington and New York will be joined by Oxford, Miss., as centers of the investment adviser universe if a group of students from the University of Mississippi law school succeeds in establishing a self-regulatory organization for advisers
Ones who get it right really stand out from the pack, say industry watchers
A year after pulling off the high-profile acquisition of a leading network of independent broker-dealers, Lightyear Capital LLC, which is controlled by former PaineWebber chief executive and chairman Donald Marron, is back in the market looking to raise more than $1 billion from investors.
Financial advisers are bumping into one another trying to win new accounts among affluent investors, but they can add some profitable business from less obvious market segments — one of which is investors who have never had a financial adviser.
Asset managers reported mixed success in attracting inflows for the second quarter as a pickup in market volatility weighed on investors' appetite for riskier assets.
Recent market volatility exposed a basic misunderstanding by financial advisers and even certified public accountants of the mechanics of undoing Roth conversions, a process called a Roth re-characterization
As overall longevity increases, outliving retirement resources is more likely than in the past, making retirement planning more important than ever
