Kara P. Stapleton

• Group Think

  By Kara P. Stapleton  |  February 1, 2009

  ? The Certified Financial Planner Board of Standards released January 2 proposed revisions to its Disciplinary Rules and Procedures that it says outline the duties...

• Changes

  By Kara P. Stapleton  |  February 1, 2009

  ? Security Global Investors, the asset management arm of Security Benefit Corp. of Topeka, Kansas, announced its integration with Rydex Investments, under which Security Global's...

• Upgrades

  By Kara P. Stapleton  |  February 1, 2009

  Putnam Investments launched a family of four absolute return mutual funds designed to provide returns of 1%, 3%, 5%, or 7% above those of Treasury...

• Asset Allocation

  By Kara P. Stapleton  |  February 1, 2009

  Behind the Numbers, with Gary Shilling Shilling is still as concerned about excess housing inventories as he was in January when we talked to him about...

• Barclays' Launches Two International Treasury Bond Funds

  By Kara P. Stapleton  |  January 29, 2009

  Barclays Global Investors has launched the iShares S&P/Citigroup International Treasury Bond Fund and the iShares S&P/Citigroup 1-3 Year International Treasury Bond Fund.

• Advisors Feeling Overwhelmed

  By Kara P. Stapleton  |  January 9, 2009

  As markets fluctuate and clients demand more ttention, maintaining a balance between physical and mental health is essential to the quality of planner's businesses

• B/D Briefings News & Products

  By Kara P. Stapleton  |  January 1, 2009

  On December 1, 2008, Securian Financial Group's acquisition of Capital Financial Group, Inc. and its broker/dealer affiliate, H. Beck, Inc., closed. The acquisition, announced in...

• Green Giving

  By Kara P. Stapleton  |  January 1, 2009

  "We at Alger have been expanding our charitable activities in both participation and donations for about seven years now, trying to focus on giving back...

• Retirement Planning News & Products

  By Kara P. Stapleton  |  January 1, 2009

  A recent analysis by Hewitt Associates of 2.7 million U.S. workers found that the average 401(k) plan balance has dropped 14% in 2008 to $68,000,...

• Passing It Along

  By Kara P. Stapleton  |  January 1, 2009

  Despite the market maelstrom that has slashed the value of portfolios left and right, there is still plenty of wealth that is on the brink...