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Many banking companies have developed wealth management assets by targeting niche groups like professionals, women, and African-Americans, but observers say they are missing one particular niche: Hispanic-Americans
State Street Global Advisors announced that it had started two SPDR exchange-traded funds on the American Stock Exchange.
Americans' retirement assets rose 6.7%, to $17.6 trillion, last year despite tumultuous market conditions.
Though its single most stabilizing move was the mid-March rescue of Bear Stearns Cos., the Federal Reserve has also gone to great lengths to grease financial markets by swapping cash or Treasury securities for less liquid assets.
As dramatic an entrance as ETFs have made on the investing scene, the industry is still innovating at a fast pace. New products looking to capitalize on almost every niche in the investing world are coming out almost daily. And ETFs are gaining a toehold in the highly lucrative 401(k) market. Our panel of experts discusses the rapidly evolving landscape of ETFs in this new podcast.
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Client fears about the markets and the economy had been manageable. But then that Bear thing happened.
After seeing the Bear stock price plummet, brokers are demanding more cash in their recruitment deals.
As Treasury unveils its regulatory blueprint, has the time come for a massive consolidation of securities regulators?
As retirees grow older, bad investment behavior increases as they worry about their nest eggs. Now they can stop worrying.
The chief market strategist at JPMorgan Funds discusses the benefits of long-term investing in volatile markets.
Promotion announcements and firm changes for advisors.
On Wall Street's Fran McMorris talks with the winners of the Branch Manager Awards.
News and information about exchange traded funds
News and information for advisors considering establishing their own practice
News and information about growth funds
News and information about international funds
News and information about life insurance settlements
Exploring all practice management issues for advisors
News and information about wealth management
What does it take to be a successful advisor? According to a new survey, forging a deeper relationship with an advisor that goes just beyond numbers is of particular importance to clients. In fact, your clients are likely ranking your interpersonal skills on the same level as your financial talents.
The process for landing a prospective client actually starts before the first meeting. Try these successful step-by-step methods for turning lukewarm prospects into trusting clients.
A PowerPoint presentation in a dark room, especially after lunch, is nearly a signal to take an afternoon nap or check your Blackberry. Besides good public speaking skills, visual aids are the key to keeping your audience interested. Here, fellow financial advisors share their best attention-keeping accessories.
On Tuesday, the Democrats will hold primaries in Indiana and North Carolina. Will the Democrats have a nominee on Wednesday?
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