the upcoming BlackRock webinar on "Finding Income in a
Slow-Growth Environment" with Bob Doll, Chief Equity
Strategist and Rick Rieder, CIO of Fundamental Fixed
Income. Click here to learn more.
No commodity impacts
the global economy more than oil.
When geopolitical threats loom, two questions often dominate
discussion: Will the price of oil rise? And what will be the economic
consequences? We review the key drivers of recent, current,
and forecast oil prices, including a template for the necessary
eventual alignment of supply and demand.
look to the commodity market to provide three primary benefits:
portfolio diversification, inflation protection, and equity-like
returns. However, empirical data shows that over the last decade,
shifts in underlying fundamentals have undermined the role which
commodities are expected to play in a diversified portfolio,
particularly relative to natural resource equities. RS Investments
reviews the return streams generated by both commodities and natural
resource equities in the context of the benefits expected from each
investment option in their whitepaper. We thank them for their
Reform Bill and Amendments to the SEC custody, raises
the assets threshold for federal regulation of investment advisers
from $30 million to $100 million. Amendments to rule
206(4)-2, the custody rule, will impact most federally registered
advisers. What do all these changes mean for you? ByAllAccounts
sat down with Barry Schwartz, a Founding Partner at ACA Compliance
Group to get his perspective. During the presentation ByAllAccounts
present findings from their survey of over 500 advisors and Barry talks
specifically about how to interpret the rule, what to expect from the
surprise examination process and changes advisors should consider
making as a result of the regulations. We thank them for their
Kuhse is the last person you'd expect to give a lecture on
business ethics. As a deputy bond trader for Oklahoma's $9 billion
general fund during the early 1990s, Kuhse arranged kickbacks for
his superiors in the state Treasurer's office. In return, he
received an increase in his commissions which, over time, netted him
$3.89 million more than he would normally earn, according to court
estimates. But today, business ethics are his specialty.
has always been the scarcest resource for successful financial
advisors. Given all the demands advisors face, today it's
essential to make maximum use of your workday. To make that
happen, Dan Richards says you have to overcome three common traps.
More articles below...
The SEC has proposed sweeping changes to the way commission-based
advisors will be compensated for the services they provide.
Those changes will rename and modify the 12b-1 fees that many
mutual funds now charge. To understand their impact, we spoke with Avi
Nachmany of NY-based Strategic Insight, whose clients include the
largest mutual funds.
the request of many readers, Georg Vrba updated the model
described in his article Improving on Buy and Hold: Asset Allocation
using Economic Indicators. The Economic Cycle Research
Institute's (ECRI) U.S. Weekly Leading Index (WLI) and the index's annualized
growth rate published on September 24, 2010, together with the most
recent values of the other indicators he used, have been incorporated
in the model.
is a modern-day marketing platform for cultivating
client, prospect, and center-of-influence relationships. A
well-designed and properly structured blog, writes Stephanie Sammons
in this guest contribution, can provide you with an opportunity to
proactively manage your online reputation and attract new clients
into your business.
Lastly, we highlight the most popular submissions to Market
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