U.S. Equity

Cautious Optimism

by Alan Lavine

Stock and bond market experts are looking into their crystal balls to see what lies ahead with the Fed, inflation and international turmoil.

Three Roads To Value

by Marla Brill

Merger arbitrage and undervalued stocks are appealing to this portfolio manager, but she's waiting on distressed debt.

More Than The Sum Of Its Parts

by Alan Lavine

New global funds have a go-anywhere approach, and they're gearing up to survive credit crunches and market corrections.

The Long And Short Of It

by Brad Zigler

The strategy of a short-enabled fund dares not speak (or even know) its name.

Value's True Believers

by

The managing partners at Tweedy Browne stick with their conservative style even in a time of bigger payoffs for risk.

New Name, Same Game

by Marla Brill

Still in his early thirties, David Giroux has taken the reins of one of T. Rowe Price's most high-profile and successful funds.

Seeking Yield

by

Investors want dividends, but U.S. companies are holding too much cash.

ADVISOR EMPORIUM

Fidelity Expands Advisor Referral Program Fidelity Investments has expanded its advisor referral program for high-net-worth investors, Wealth...

The Sector Shifter

by Marla Brill

G. Michael Mara puts a conservative spin on sector rotation.

ADVISOR EMPORIUM

Capital Analysts Relocating To Cincinnati Capital Analysts Inc...

FRONTLINE NEWS

Deal Activity Picks Up Financial advisory firmsZ seeking the best price for their practice might want to look outward rather than inward...

Hedging Your Bets

by Marla Brill

Alpha Hedged Strategies Fund goes neutral to take hedge-fund-style investing mainstream.

Helping Clients Grow 529 Plans Faster

by Tracey Longo

More advisors' clients are maxing out on 529 plans, driving first-year contributions into the six-figure range.

Black Gold Still Glittering

by Marla Brill

Manager thinks oil prices and energy stocks look ready for further gains.

Faithfully Yours

by Alan Lavine

Investments rooted in religious beliefs answer to a higher authority while growing mighty big numbers.

FRONTLINE NEWS

New Firm To Invest In Advisory Businesses The latest entrant into the consolidation game, Private Wealth Management (PWM), opened its doors in...

Ideology Investing With SMAs

by Sydney LeBlanc

Philanthropy and separate accounts charitably co-exist.

Bonds & Stocks: Still De-Coupled

by Milton Ezrati

The economic outlook is good, and that's not so good for bonds.

Values Persist In Mid-Cap Stocks

by Alan Lavine

While the market favors the big boys, smaller stocks keep chugging along.

Ground Floor Heats Up

by Marla Brill

Private equity and IPOs are staging a huge comeback. But should advisors jump in?