RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Asset Dedication"


Headline

Publish date


Brent Burns: A bond fund is simply a mutual fund that happens to own bonds (or in many cases derivatives) with no obligation to pay back anything.
October 17, 2014 at 5:44 PM

Steve Huxley: Today, over 4,000 bond funds exist, meaning 97% of all bond fund managers have been enjoying an environment of terrific total returns buoyed by falling rates over the past 30 years.

How interest rates have rolled since the first Thanksgiving and why the 'new normal' under Yellen seems destined to last

The Pilgrims probably paid 12-18% to finance their new lives (lucky for us they took the risk)

November 28, 2013 at 4:53 AM

Howard Edelstein: Sometimes, the CEO needs a little help.

BondDesk Group chairman takes on CEO role and shifts focus to wealth management and capital markets

The reshuffle, which brings aboard an ex-MSSB vice chairman, is no prelude to a sale new chief Howard Edelstein insists

November 1, 2012 at 6:00 PM

Steve Huxley: Gift cards would yield greater efficiency -- but are not nearly as much fun for the giver!

A chief investment strategist asks: Exactly how efficient is holiday gift shopping?

More efficient than buying lunch on the company account by Milton Friedman's reckoning -- but it's better not to think about it Tiffany's counter

December 19, 2011 at 3:48 AM

Jeremy Fletcher: The cumulative cost to implement Dodd-Frank is estimated at $2.9 billion over five years.

Eavesdropping on a Fitch Solutions event in San Francisco

Concern for the economy runs high but the news isn't all bad

October 7, 2011 at 11:48 PM

Brent Burns: I don't think I have ever seen conventional wisdom about an investment be so far off from reality.

Should RIAs buy gold now as a hedge?

When the US went off the gold standard in 1971, things changed

August 26, 2011 at 5:08 AM

Kim Bang: The fixed-income markets are at a regulatory and competitive inflection point.

Executive leaves Bloomberg with ambitious plan to unify the retail bond market

Kim Bang has experience consolidating securities exchanges and signed on as CEO at BondDesk

August 19, 2011 at 5:24 AM

Brent Burns: The key to managing the downside is keeping the bond and equity portfolios separate in your client's mind.

What plunging equity prices say about bonds as a hedge for stocks

In a world of sophisticated hedges, the simplest way may still be best

August 9, 2011 at 6:54 AM

Brent Burns: In a falling interest rate environment, rising prices can mask the added risk of taking bets ... the headwind of rising rates only magnifies them.

Bill Gross' commentary should be taken with a bigger grain of salt in this market

The PIMCO founder is a mutual fund manager and may view the market with a trader's eye

July 25, 2011 at 2:14 PM

Jim Alfred is joining Asset Dedication after stints at Advent Software and Black Diamond

Asset Dedication, Mariner Holdings, California Investment Trust and BondDesk make key hires

Hiring moves by advisory business firms show labor market is picking up

January 18, 2011 at 2:48 PM

Steven Huxley: Whether or not it is possible to profit from this seasonality has been and will likely continue to be a debated question. Active managers who believe in market timing no doubt try to build seasonal factors into their models.

Should you Christmas-shop the market? It turns out there's a seasonality to finance, too

The last three months of the year historically bring the biggest market gains, but volatility remains high

December 16, 2010 at 1:52 PM

The real issue for investors and their financial advisors is not to worry if and when rates will rise, but what are they going to do now that the era of total return bond investing is over?

Why the only thing bigger than the bond bubble is the bubble of bond doom-sayers

Lost in the fear-mongering: It's not fixed income but the way that it's held that can lead to problems

October 22, 2010 at 6:17 AM

Brent Burns, Stephen Huxley: Since 1927, the probability of rates rising sufficiently fast enough for the [wait-in-cash] decision to be break-even is 11.1%.

The cost of waiting for interest rates to rise

The unforeseen pitfalls of “staying short” with your client’s fixed income allocation

September 10, 2010 at 4:13 AM

The RIABiz partners are very rarely in the same place at the same time; in fact, this is our first real team photo!

Notes from the RIABiz one-year anniversary party

The spirit of the RIA Business was strong at this backyard event

August 23, 2010 at 7:13 AM

Andy Gill: Clients understand what they're going to get with purchases of new issues of municipal bonds.

Schwab gives investors seat at the table for new-issue municipal bonds with J.P. Morgan deal (updated)

San Francisco broker answers call of RIAs seeking to better serve retirement-minded Baby Boomers

April 23, 2010 at 6:03 AM

Next

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.