Delaware

• 

  Floating Over Volatility

  By John Sullivan, AdvisorOne  |  October 1, 2011

  Smooth out the volatility. Give up the full return potential for downside protection. Clients won’t experience the high-highs, but they won’t fall victim to the low-lows either.

• 

  NAACP, Partners Launch Financial Education Program

  By Marlene Y. Satter, AdvisorOne  |  September 26, 2011

  The NAACP announced Friday that, with partners that include Wells Fargo, the National Foundation on Credit Counseling, and the Financial Planning Association, it is launching the Financial Freedom Center Satellite program.

• 

  Gundlach’s DoubleLine Total Return Bond Fund Exceeds $10 Billion in AUM

  By Joyce Hanson, AdvisorOne  |  August 31, 2011

  Superstar fund manager Jeff Gundlach's DoubleLine Total Return Bond Fund has reached $10 billion in AUM just 16 months since the fund launched.

• 

  China Reverse Merger Boom Goes Bust Costing Investors Billions

  By Marlene Y. Satter, AdvisorOne  |  August 2, 2011

  Chinese reverse mergers, once all the rage, have cooled off, costing U.S. investors billions.

• 

  Q2 Earnings: BNY Mellon Profits Rise Nearly 12% as Pershing Revenue Stays Flat

  By Joyce Hanson, AdvisorOne  |  July 19, 2011

  Bank of New York Mellon reported profits of nearly 12% in Q2 2011, but the Pershing RIA custody unit's revenues were flat.

• 

  Domestic Asset Protection Trusts: Equal to Their Offshore Brethren?

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  July 19, 2011

  If you use a domestic asset protection trust, is it likely to to stand up to creditors’ battle tactics?

• 

  Tapping Into the World of Wine Investing: Portfolio Fix

  By Ed McCarthy, CFP  |  July 18, 2011

  Wine funds offer an alternative to direct purchases and storage of collectible wines.