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Dislocation Creates Opportunity: A New Municipal Bond StrategyFallout from the subprime mortgage crisis has caused unusual events in the fixed income market. Investors' preference for safety over yield has driven Treasury bill yields to near zero and 30-year bond yields to decade lows. Relative yield spreads on corporate and municipal bonds are near historic highs as investors avoid risk. In the midst of this extreme environment, opportunities exist. Business: Wealth Management
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Strategic Insights: From Entrepreneur to Investor: Successfully Navigating the TransitionOwning and running a thriving business is akin to having a successful long-term relationship. It is all consuming, and requires energy, passion, and commitment. At some point, however, that relationship will end, the business owner will sell the business, close the business, or transfer the business to family. The termination of this relationship is one that must be carefully considered well in advance of the event. Author: Peter Eberhart
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Individual Retirement PlansThe charitable IRA rollover provision extended through 2009. Find out more. Business: Wealth Management
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Recent Trends in Trade Payment ServicesThere are places at the trade table for both letters of credit and open account. Author: John Hogan
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The Impact of Federal Stimulus on Municipal BondsFederal dollars provide state and local governments modest, short-term help, according to Steve Harvey, Standish Senior Portfolio Manager, but longer-term problems remain. Author: Steve Harvey
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Global Custodian: Hedge Funds and Prime Brokers - Converging?The rescue of Bear Stearns and the collapse of Lehman Brothers have made institutional investors in hedge fund strategies rethink counterparty risk. Highlights from a conversation with Art Certosimo, Senior Executive Vice President, BNY Mellon. Author: Art Certosimo
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Transitioning to Fees: An Investment Professionals GuideIn today's marketplace, being a fee-based advisor is shifting from a competitive advantage to a competitive necessity driven by the demand for advice, the impending boomer wave, and the expanded role of the advisor. By 2015, 75% of advisors will have transitioned to fee-based compensation or be in the process of transition. Business: Pershing
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Mission Possible II: The Link Between Operational Efficiency and Human CapitalLearn about the operational risks facing the advisory industry and the critical role human capital plays in helping to manage these risks in Mission Possible II: The Link Between Operational Efficiency and Human Capital. Business: Pershing
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Increased Risk and Global TradeFind out how a collaborative and partnership approach to international trade can help ease the recent slow down in the movement of goods and services. Author: Mike McDonough
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UCITS IV: Building on Firm FoundationsUCITS IV is likely to have far reaching impacts on the fund markets in Europe and beyond. Find out what's on the horizon. Authors: Paul Traynor, David Claus, Paul Feeney
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