Most Active Articles 2009-11-24T02:07:43.751-05:00 Business Exchange Business_Exchange@businessweek.com urn:com:businessweek:bx:topic:most-active:financial-advisers Lauren Young lyoung404 urn:com:businessweek:bx:article:9060310926695581203-9c9f9b553f7b93f37369a2625ebbcfe9 2009-11-17T11:12:05.023-05:00

Equities: global in, domestic out We surveyed 111 institutional investors with assets under management of over $1tn to gain a better understanding of their views on asset allocation decisions to be made in the next 12 months. We found a tremendous strategic desire to move away from US equities, particularly large cap, and toward a more global mandate. Emerging market equities are the most desirable asset class over the next 12 months with 42% looking to add/increase investment. On a percentage basis, nearly as many investors (39%) seek to decrease investment in US large cap equities. This could result in $300-500bn flowing out of US large cap equities over the next 3-5 years from institutional investors.

Equities: global in, domestic out We surveyed 111 institutional investors with assets under management of over $1tn to gain a better understanding of their views on asset allocation decisions to be made in the next 12 months. We found a tremendous strategic desire to move away from US equities, particularly large cap, and toward a more global mandate. Emerging market equities are the most desirable asset class over the next 12 months with 42% looking to add/increase investment. On a percentage basis, nearly as many investors (39%) seek to decrease investment in US large cap equities. This could result in $300-500bn flowing out of US large cap equities over the next 3-5 years from institutional investors. http://rcr.ml.com/Archive/10887344.pdf?q=eoizSApJEaV0T0I9qdh%2f5g%3d%3d&__gda__=1258474151_fb6525b11b573e10f1a9e79b59ba4b93 Lauren Young lyoung404 2 1 0 1 urn:com:businessweek:bx:article:5269923677414899731-52f1f1808955780671844043684d83b2 2009-11-11T10:19:14.730-05:00

CNBC Video: What's Left of TARP?

CNBC Video: What's Left of TARP? http://cosmos.bcst.yahoo.com/up/player/popup/index.php?cl=16585858 Victor Ricciardi vricciardi668 0 0 0 0 urn:com:businessweek:bx:article:4954127149049762704-00f31ad73ff75b9ef036b08683a0b31e 2009-01-09T17:06:00.000-05:00

To separate itself from parent AIG, AIG Financial Advisors will be renamed SagePoint Financial Inc., Investment News reported Jan. 9.

To separate itself from parent AIG, AIG Financial Advisors will be renamed SagePoint Financial Inc., Investment News reported Jan. 9. http://www.snl.com/interactivex/article.aspx?id=8912275&KPLT=5 352 352 0 0 urn:com:businessweek:bx:article:16855810708716174315-562564f2b0c6cbec8cdc898b4406fb4f 2009-11-04T10:16:13.151-05:00

Posted By Norb Vonnegut on November 4, 2009 There’s plenty to discuss in the financial headlines these days. In my post, CEO Overboard, I explored the mindset behind insider trading. Why do wildly successful people take chances, risk public...

Posted By Norb Vonnegut on November 4, 2009 There’s plenty to discuss in the financial headlines these days. In my post, CEO Overboard, I explored the mindset behind insider trading. Why do wildly successful people take chances, risk public... http://acrimoney.com/2009/11/04/wall-street-headlines/ Norb Vonnegut nvonnegut318 2 2 0 0 urn:com:businessweek:bx:article:4504371332652032593-ebbe821a85fe8dfb388d2a6fafbdd5c5 2009-10-31T21:53:46.566-04:00

Introducing One Of Our Favorite Academics, Victor Ricciardi, & His Research.

Introducing One Of Our Favorite Academics, Victor Ricciardi, & His Research. http://www.simoleonsense.com/introducing-one-of-our-favorite-academics-victor-ricciardi-his-research/ Victor Ricciardi vricciardi668 0 0 0 0 urn:com:businessweek:bx:article:3081688632662475692-d2f6074b189f7eb35049eb7e36828b95 2009-10-28T21:54:42.594-04:00

Oct. 29 (Bloomberg) -- The Oracle of Omaha retains his pre-eminence as a market visionary, outshining a new wave of financial strategists and the best-known central bankers. Billionaire investor Warren Buffett, chairman and chief executive officer...

Oct. 29 (Bloomberg) -- The Oracle of Omaha retains his pre-eminence as a market visionary, outshining a new wave of financial strategists and the best-known central bankers. Billionaire investor Warren Buffett, chairman and chief executive officer... http://www.bloomberg.com/apps/news?pid=20601087&sid=aXAO557NzJdg Cori Biruk cbiruk094 2 2 0 0 urn:com:businessweek:bx:article:1093707132726873762-1f42647bebf94329ce29a9ea1cb1ab13 2008-10-27T16:07:00.000-04:00

...this killer Financial Advisor Cover Letter  sample. All Financial Advisor...

...this killer Financial Advisor Cover Letter  sample. All Financial Advisor... http://www.atoznewtips.com/2008/10/27/financial-advisor-cover-letter-sample/ 212 211 1 0 urn:com:businessweek:bx:article:16613377416322856369-4b62793d3e14be14065ef319048f6f20 2009-10-19T15:47:32.739-04:00

Should Bond Powerhouse Pimco Jump into Stocks? Posted by: Lauren Young on October 19 News reports from Bloomberg and Pensions & Investments say that fixed-income giant Pacific Investment Management Co. is considering a move into equity investing.

Should Bond Powerhouse Pimco Jump into Stocks? Posted by: Lauren Young on October 19 News reports from Bloomberg and Pensions & Investments say that fixed-income giant Pacific Investment Management Co. is considering a move into equity investing. http://www.businessweek.com/investing/insights/blog/archives/2009/10/bloomberg_news.html Lauren Young lyoung404 3 2 0 1 urn:com:businessweek:bx:article:6387362084698555575-3f7e28fb43c3473eea3cfeb05888487c 2009-10-28T21:48:46.293-04:00

Oct. 29 (Bloomberg) -- An eight-month, 68 percent rally in global stocks failed to convince investors and analysts that it’s time to take on more risk or dispel their concerns about U.S. economic policies and its banking system. Only 31 percent of...

Oct. 29 (Bloomberg) -- An eight-month, 68 percent rally in global stocks failed to convince investors and analysts that it’s time to take on more risk or dispel their concerns about U.S. economic policies and its banking system. Only 31 percent of... http://www.bloomberg.com/apps/news?pid=20601087&sid=aFRrXflshgvQ Cori Biruk cbiruk094 0 0 0 0 urn:com:businessweek:bx:article:4107290632830332914-190da8c79a90a1c6f4913badf38bf843 2009-10-19T12:16:21.012-04:00

It takes an iron-clad constitution to navigate the fixed-income markets these days. No wonder Dan Fuss, manager of the $18.5 billion Loomis Sayles Bond Fund (LSBRX), orders a plate of spinach for lunch on a mid-October afternoon.

It takes an iron-clad constitution to navigate the fixed-income markets these days. No wonder Dan Fuss, manager of the $18.5 billion Loomis Sayles Bond Fund (LSBRX), orders a plate of spinach for lunch on a mid-October afternoon. http://www.businessweek.com/investor/content/oct2009/pi20091016_639056.htm Lauren Young lyoung404 1 0 0 1 urn:com:businessweek:bx:article:2585665712029392895-e7e2eb782ea58389f4c3e3610085be70 2009-10-19T03:02:00.000-04:00

Financial Advisor Symposium PR.com (press release) The Financial Advisor...

Financial Advisor Symposium PR.com (press release) The Financial Advisor... http://feedproxy.google.com/~r/retirementradar/~3/YQP2yIAcBL8/url 4 3 1 0 urn:com:businessweek:bx:article:1476261748595073360-f74815ca19b3871838912661b702e928 2009-10-09T14:22:33.432-04:00

Gold Price Spikes As Investors Focus on Hard Assets Posted by: Karyn McCormack on October 09 by David Bogoslaw Hard assets. That’s what more investors are talking about and putting money into these days. Look at the price of gold this week, surging...

Gold Price Spikes As Investors Focus on Hard Assets Posted by: Karyn McCormack on October 09 by David Bogoslaw Hard assets. That’s what more investors are talking about and putting money into these days. Look at the price of gold this week, surging... http://www.businessweek.com/investing/insights/blog/archives/2009/10/gold_price_spik.html#more Lauren Young lyoung404 2 0 0 2 urn:com:businessweek:bx:article:7574277911542609808-48acda80e60eb24ad1862d44ed7066b8 2009-10-07T16:19:25.821-04:00

21 percent of HR departments surveyed report that employees approaching retirement age have asked to postpone their retirement.

21 percent of HR departments surveyed report that employees approaching retirement age have asked to postpone their retirement. http://www.sobabyboomer.com/2009/10/ready-for-a-phased-retirement.html John Agno jagno444 1 0 0 1 urn:com:businessweek:bx:article:4427021065996720142-8cfbd5e1ec10c8932a0fa892b5f41cfd 2009-10-06T10:40:27.439-04:00

Washington, DC, October 6, 2009 - American workers who held 401(k) accounts consistently from 2003 through 2008 suffered a 24.3 percent average drop in their account balance during 2008’s bear market, according to a report released today by the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI).

Washington, DC, October 6, 2009 - American workers who held 401(k) accounts consistently from 2003 through 2008 suffered a 24.3 percent average drop in their account balance during 2008’s bear market, according to a report released today by the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI). http://ici.org/pdf/per15-02.pdf Lauren Young lyoung404 4 0 0 4 urn:com:businessweek:bx:article:10388127556172203404-e071f4ee382a41c725007d8ef75f8a20 2009-09-30T14:02:28.421-04:00

Money is a hidden- but loaded- issue in most relationships. By Olivia Mellan, Karina Piskaldo, published on January 01, 1999 - last reviewed on September 29, 2009 Money is such an emotionally loaded topic that few couples discuss it directly.

Money is a hidden- but loaded- issue in most relationships. By Olivia Mellan, Karina Piskaldo, published on January 01, 1999 - last reviewed on September 29, 2009 Money is such an emotionally loaded topic that few couples discuss it directly. http://www.psychologytoday.com/articles/199901/men-women-and-money Victor Ricciardi vricciardi668 3 2 0 1 urn:com:businessweek:bx:article:1562141882804214205-b1515cfdae9d388f37a8211d9c5fde01 2009-10-01T14:37:26.323-04:00

The 10th anniversary edition of Rydex|SGI AdvisorBenchmarking, which was released today, reveals that in spite of challenging times, some registered investment advisors (RIAs) have been able to find opportunity and have been able to successfully grow their businesses. While the average advisory firm suffered asset losses of 12% in 2008, top advisory firms[1] experienced modest asset growth rates in 2008, with their assets increasing 6% from previous year.

The 10th anniversary edition of Rydex|SGI AdvisorBenchmarking, which was released today, reveals that in spite of challenging times, some registered investment advisors (RIAs) have been able to find opportunity and have been able to successfully grow their businesses. While the average advisory firm suffered asset losses of 12% in 2008, top advisory firms[1] experienced modest asset growth rates in 2008, with their assets increasing 6% from previous year. http://www.advisorbenchmarking.com/practice_value/Benchmarking_Survey_Highlights_Summer_09.pdf Lauren Young lyoung404 2 1 0 1 urn:com:businessweek:bx:article:17507642841350306505-9d439c9872914ba85251242a05b2cae7 2009-02-11T11:56:50.763-05:00

BusinessWeek asks top advisers what they've learned and how they're navigating the tough markets. Plus, readers share experiences with their advisers

BusinessWeek asks top advisers what they've learned and how they're navigating the tough markets. Plus, readers share experiences with their advisers http://www.businessweek.com/investing/special_reports/20090204financial_advisers.htm Karyn McCormack kmccormack660 52 49 3 0 urn:com:businessweek:bx:article:971972738476913134-ac548277628fb221030c50e9fa41cefe 2009-09-30T11:05:51.005-04:00

AARP Closer LookSM is a nationwide survey program, commissioned by AARP, to understand the effect of social and economic changes among middle-aged and older Americans. AARP Closer LookSM consists of a quarterly “core” tracking survey and topical surveys that look at specific issues for the 45+ population related to health, finances, and livable communities.

AARP Closer LookSM is a nationwide survey program, commissioned by AARP, to understand the effect of social and economic changes among middle-aged and older Americans. AARP Closer LookSM consists of a quarterly “core” tracking survey and topical surveys that look at specific issues for the 45+ population related to health, finances, and livable communities. http://www.aarp.org/research/surveys/money/econ/trends/articles/closer_look.html Lauren Young lyoung404 3 0 0 3 urn:com:businessweek:bx:article:4520351758968264973-627fa532f16a96021003f17c02ee1e0c 2009-09-23T11:46:16.105-04:00

In a trend that is likely to continue, nearly half of U.S. companies are automatically enrolling workers into 401(k) plans to encourage them to save for retirement, according to a survey by Watson Wyatt, a leading global consulting firm. The survey also found that the number of companies that use target-date or lifecycle funds as their default investment option has increased sharply in the last few years.

In a trend that is likely to continue, nearly half of U.S. companies are automatically enrolling workers into 401(k) plans to encourage them to save for retirement, according to a survey by Watson Wyatt, a leading global consulting firm. The survey also found that the number of companies that use target-date or lifecycle funds as their default investment option has increased sharply in the last few years. http://www.watsonwyatt.com/research/resrender.asp?id=WT-2009-13327&page=1 Lauren Young lyoung404 5 1 0 4 urn:com:businessweek:bx:article:4452169712876569882-156ed0253c93fa7e00e66daf59794b3b 2009-09-21T10:53:22.801-04:00

Coordinated meetings with attorneys, accountants, and financial advisers are common among ultrarich families. These so-called wealth summits enable a team of trusted advisers to share information and brainstorm with their clients on a wide range of...

Coordinated meetings with attorneys, accountants, and financial advisers are common among ultrarich families. These so-called wealth summits enable a team of trusted advisers to share information and brainstorm with their clients on a wide range of... http://www.businessweek.com/investor/content/sep2009/pi20090918_115305.htm Lauren Young lyoung404 1 0 0 1 urn:com:businessweek:bx:article:14800562391790271661-17aeb44eb3cd9fe7f5fe7a99a29d7f38 2009-08-03T18:01:18.206-04:00

http://www.benjaminfinance.com/Home/Entries/2009/8/3_FDIC_Insured_Savings_Accounts-_Safety_In_Unsafe_Times.html Aaron Black ablack907 7 7 0 0 urn:com:businessweek:bx:article:7748990995661267302-ce0ebde7ae4e2d54275e40f667befccd 2009-02-11T10:39:54.621-05:00

To find the most experienced financial advisers, BusinessWeek teamed up with the Paladin Registry, a service to vet advisers. Paladin founder Jack Waymire screened his database of more than 1,000 independent financial advisers who are scored on a 100-point system.

To find the most experienced financial advisers, BusinessWeek teamed up with the Paladin Registry, a service to vet advisers. Paladin founder Jack Waymire screened his database of more than 1,000 independent financial advisers who are scored on a 100-point system. http://bwnt.businessweek.com/interactive_reports/financial_advisers_top_50_2009/index.asp?chan=investing_special+report+-+financial+adviser+--+new+rules+2009_special+report+--+financial+advisers+2009 Julie Phifer jphifer106 35 33 1 1 urn:com:businessweek:bx:article:10631687525873746583-357f1362ec75891e675ef10e66dfa154 2009-09-17T17:25:18.664-04:00

North America Overtaken by Europe as the World’s Richest Region, as Equity-Heavy U.S. Investors Are Hit with Steep Losses, Says Report by The Boston Consulting Group NEW YORK, September 15, 2009—The crisis is transforming the global map of the...

North America Overtaken by Europe as the World’s Richest Region, as Equity-Heavy U.S. Investors Are Hit with Steep Losses, Says Report by The Boston Consulting Group NEW YORK, September 15, 2009—The crisis is transforming the global map of the... http://tinyurl.com/lnfyb8 Lauren Young lyoung404 1 0 0 1 urn:com:businessweek:bx:article:1555704440737608556-d0fae86610359a979956eba5d55c9c72 2009-09-30T12:53:21.867-04:00

Video: Trade without emotion - 22/09/09 HomeTrader, stock market coach, Jeff Bryant talks about overcoming a fear of failure.

Video: Trade without emotion - 22/09/09 HomeTrader, stock market coach, Jeff Bryant talks about overcoming a fear of failure. http://media.brisbanetimes.com.au/business/ceo-interviews/trade-without-emotion--220909-745916.html Victor Ricciardi vricciardi668 1 1 0 0 urn:com:businessweek:bx:article:595009608461911795-223bee1d0b3dce3f307a5f83e7ecd3d1 2009-09-15T11:14:49.270-04:00

Hard Times Lead to Hardship Withdrawals From 401(k) Plans Tapping 401(k) retirement funds to meet expenses is a last resort for many investors, but the relentless economic downturn took its toll this year, as hardship withdrawals saw double-digit...

Hard Times Lead to Hardship Withdrawals From 401(k) Plans Tapping 401(k) retirement funds to meet expenses is a last resort for many investors, but the relentless economic downturn took its toll this year, as hardship withdrawals saw double-digit... http://www.workforce.com/section/00/article/26/67/48.php Lauren Young lyoung404 1 0 0 1