Massachusetts

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  AdvisorShares, Philippe Cousteau Launch Actively Managed Sustainable ETF

  By Joyce Hanson, AdvisorOne  |  May 24, 2012

  Phillippe Cousteau, grandson of oceanographer Jacques Cousteau, hopes to use the multi-manager Global Echo ETF to 'do well by doing good.'

• The Next Congress

  By Kenneth Silber  |  May 24, 2012

  This year’s congressional elections hold considerable potential to reshuffle power on Capitol Hill.

• Can ETNs Be Trusted?

  By Ronald Delegge, ETFguide.com  |  May 24, 2012

  Although the $17 billion exchange-traded note (ETN) market represents less than 2% of the trillion dollar ETP universe, it’s been making a lot of noise.

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  London’s ‘Whale’ Loses $2 Billion for JPMorgan

  By Marlene Y. Satter, AdvisorOne  |  May 11, 2012

  CEO Jamie Dimon said that the office suffered an “egregious” failure and that losses from volatile synthetic credit securities could mount by another $1 billion in this quarter or the third.

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  Robert Pozen: The 2012 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 11, 2012

  As chairman emeritus of MFS Investment Management, Robert Pozen used his bully pulpit to argue for Social Security reform and the protection of Americans’ retirement assets.

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  EBRI’s Salisbury on Auto-IRA Plans: Nobody Likes a Mandate

  By Melanie Waddell, AdvisorOne  |  May 10, 2012

  Salisbury sat with AdvisorOne on Thursday at EBRI’s Policy Forum in Washington to discuss some of the top issues facing the employee benefits world.

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  How to Detect if Your Fund Manager Is a ‘Closet Indexer’

  By Joyce Hanson, AdvisorOne  |  May 2, 2012

  There’s a simple trick for advisors to figure out whether an actively managed mutual fund tracks its benchmark index too closely. Ever hear of R-squared?

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  Top 10 Most Expensive States for Long-Term Care Costs

  By Marlene Y. Satter, AdvisorOne  |  April 25, 2012

  Those anticipating a need for LTC might want to steer clear of these states if they want to keep costs down.

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  Clients Doubling Down With Their Current Mutual Fund Managers: Study

  By Janet Levaux, AdvisorOne  |  April 16, 2012

  This should give nine asset managers a boost in fund flows, according to Cogent.

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  FINRA, SEC Fine Goldman $22M for ‘Trading Huddles’

  By James J. Green, AdvisorOne  |  April 12, 2012

  The firm settled over failure to supervise research analysts who met with traders and clients, and to monitor possible subsequent firm and client trading, said FINRA's head of enforcement, Brad Bennett.