IndyMac and Countrywide may be gone, but they are not forgotten.
Robert Pardes looks at the demise of
these once leading institutions, the implications for the GSEs, and the
macro impact on the credit markets.
Along with The Collaborative, we conducted a survey in May to identify the most pressing system needs for wealth managers.
Our results show that document management, CRM, and portfolio management
rank as the top three issues facing the industry.
Advisors routinely employ Monte Carlo and other numerical simulation
techniques to solve a range of problems. Dan di Bartolomeo of Northfield Analytics explains
the limitations of these methods and outlines other ways wealth managers
can analyze and model complex problems.
Immigration is one of many key issues in the upcoming Presidential
election. We look at how immigration
affects the economy, from the perspective of employment, wage
growth, and other factors affecting native-born workers.
The target date industry has some serious
problems, according to a recently released study by Target Date
Analytics. We explain how the current array of target date funds are
too aggressive, not sufficiently diversified, and utilize active managers
that fail to add value.
We highlight some recent Market Commentaries. John Mauldin's
piece argues that the ultimate price tag
on the credit crisis may be $1.6 trillion, and Charles
Lieberman's piece provides the counter-argument.
Doug MacKay of Broadleaf Partners discusses some JP Morgan research on the prognosis for bear
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