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Financial Advisor
July 6, 2010 |
Advisor Emporium Calvert Foundation Launches Community Fund... Jefferson National Adds New Investments... Fidelity Launches Corporate Bond Fund... Nuveen Offers Diversified Fund... more...   |
Financial Advisor
March 2008 |
Advisor Emporium Pershing Launches ETC Information Center... Curian Capital Creates Diversification Platform... MassMutual Increases Retirement Offerings... etc. |
Financial Advisor
November 2011 |
Advisor Emporium Fidelity Charitable Enhances Philanthropic Options... Russell Adds Small Cap Investments... Loomis Offers Bank Loan Assets... Teucrium Launches Agriculture Commodities... John Hancock Launches Retirement Program... Invesco Offers Chinese Bonds... |
Financial Planning
November 1, 2008
David A. Twibell |
Floating Above the Rest Where can advisors find decent yields for clients without getting their heads handed to them if, as many expect, the Federal Reserve ratchets up interest rates next year? One option may be floating-rate loans. |
Financial Advisor
March 2005 |
Advisor Emporium Allstate Variable Annuity Features Innovative Options... Commonwealth Launches Marketing Campaign... SSgA Launches "Portfolio Constructor" Investment Tool... Fidelity Launches International Fund... etc. |
Financial Advisor
April 2010
Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
Financial Advisor
July 2006 |
Advisor Emporium The Potomac Funds Changes "Direxion"... Fidelity Launches Value International Fund... Vanguard Offers New Retirement Funds... Support Platform For SMAs Introduced... etc. |
Financial Advisor
June 2011
Alan Lavine |
Exotic Alternative Advisors should scrutinize the risk-return trade off of including floating-rate loans in client portfolios. |
Financial Advisor
September 2004
Dorothy Hinchcliff |
Here Come The Big Boys Fidelity and Pershing are competing for advisors' trust business. |
Financial Advisor
November 2007
William Glasgall |
Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc. |
Financial Advisor
January 2007 |
Advisor Emporium Pershing Launches NetExchange Investor Platform... CurrencyShares ETFs Garner $1 Billion... Fundamentally Weighted Mutual Funds Introduced... New Index Families Hunting Alpha... etc. |
Financial Planning
October 2, 2007 |
New Products Alternatives: PowerShares Capital Management has launched two municipal bod ETFs... Insurance: Mass Mutual Life Insurance Co. has introduced Whole Life Legacy 100... etc. |
The Motley Fool
July 14, 2005
Selena Maranjian |
ETF Portfolio Perfection Do you need ETFs to make your portfolio perfect? |
Financial Advisor
September 2011
Tom Lydon |
It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results. |
Financial Advisor
May 2010
Gail Liberman |
Understanding Indexes Popularity, turnover, structure and other factors affect index funds and ETFs. |
Registered Rep.
March 17, 2010
Stan Luxenberg |
Bond Funds Facing Bleak Prospects? Federal Reserve Chairman Ben Bernanke has been carefully signaling that the Fed stands ready to raise interest rates this year if the economy continues to mend. For bond funds that could be bad news. |
BusinessWeek
April 25, 2005
Rowley & Dawson |
Japan: Where Financial Security Is One Sexy Beast Hartford pioneered Japan's annuity market. Nobody's laughing at it any more. |
Investment Advisor
September 2009 |
Upgrades What's going on...with investment and insurance companies in the news. |
Financial Planning
January 5, 2008 |
New Products Alternatives: Clear Global Timber Index ETF... Alternative Solutions Fund... Barclays Global... Mutual Funds: Dow Jones STOXX Balkan 50 Equal Weighted Index... etc. |
Financial Advisor
August 2005
Joel P. Bruckenstein |
Pershing Pushing For RIA Business Pershing LLC is aggressively pursuing opportunities in the registered investment advisor (RIA) market segment, and has renamed its key advisor support group as part this new push, company officials said. |
Investment Advisor
December 2006 |
Upgrades Vanguard reopened the Strategic Equity Fund... Two new families of exchange-traded funds trading on the American Stock Exchange have been launched... Franklin Templeton launched a new mutual fund... etc. |
Financial Advisor
December 2007
Marla Brill |
The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose. |
BusinessWeek
October 20, 2003
Mara Der Hovanesian |
Prime Time For Prime-Rate Funds These funds can help protect you against the risk of higher interest rates. |
Financial Advisor
August 2009
Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
Financial Planning
May 1, 2005
Israelsen & McDonough |
Gaming the System Investors can use last year's middle-performing value index to produce excellent results this year. |
Financial Advisor
June 2011 |
Advisor Emporium Stories from our June 2011 Advisor Emporium: Russell Program Judges Business Health... Paychex Acquires New Company... RBS Launches Exchange-Traded Notes... more... |
Financial Advisor
February 2008
Marla Brill |
The Bond ETF Explosion The ETF space is getting crowded. The number of fixed-income exchange-traded funds has exploded to include both portfolios based on broad indexes as well as ETFs consisting of emerging market, municipal and high-yield securities. |
Financial Advisor
February 2005 |
Advisor Emporium Securities America Offers New Portfolio Management Service... Principal Financial Adds Options to Health Savings Account (HSA) Plan... Pareto Systems Offers Customized CRM Platform... etc. |
Financial Advisor
May 2004
C. Michael Cart |
Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed. |
Financial Planning
October 2, 2007
Craig L. Israelsen |
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you. |
Financial Planning
November 1, 2008
Donald Jay Korn |
ETFs After the Fall The impact of the equities market shocks in September and October on ETF asset accumulation isn't yet known; and what the impact of the change in the general investment climate this fall will be on ETFs is anybody's guess. |
Financial Advisor
December 2006 |
Advisor Emporium Gemini Fund Launches Series Trust... Equal-Weight Sector ETFs Launched... Index Based On Intellectual Property... etc. |
The Motley Fool
June 28, 2007
Amanda B. Kish |
Are Your Funds Really Performing? It's not enough to simply pick good mutual funds and hope that your money will grow. You need constant evaluation and comparison to keep your investment program on track. |
BusinessWeek
March 1, 2004 |
Funds In A Feeding Frenzy Exchange trade funds are fine, says manager William Bernstein. But index funds are better |
Financial Advisor
June 3, 2010 |
Advisor Emporium Advisor news: Fidelity Unveils Fully Bundled 401(k) Plan... Pershing Offers Practice Health Checkup... Ave Maria Offers Equity Fund... Equinox Creates Actively Managed Fund... Vanguard Offers Commission-Free Trades... more... |
On Wall Street
April 1, 2012
Jeff Tjornehoj |
Benchmarking the Benchmarks The news hasn't been good lately for actively managed funds and their investors. In 2011, only one-third of large-cap fund managers beat the S&P 500 index. |
Financial Advisor
July 2005 |
Advisor Emporium Phoenix Launches Program For Advisors To Target Businesses... S&P's CUSIP Service Bureau Launches New Delivery Service... Jefferson National Offers Flat Insurance Fee For Annuities... The Hartford And Protective Offering Term Life Quotes Online... etc. |
Financial Planning
July 1, 2005
Israelsen & McDonough |
Bet Your BIPY In an ongoing quest to refine which strategies work best in the battle between growth and value investments, this article goes further to examine tactical asset allocation approaches using growth indexes. |
The Motley Fool
May 24, 2011
Dan Caplinger |
This Could Be an ETF Game Changer Longtime index company Russell Investments comes out with new ETFs. |
Investment Advisor
January 2007 |
Briefs Barclays Bank announced an agreement with Bayerische Hypo-und Vereinsbank AG... Deutsche Bank launched five mutual funds that comply with traditional Islamic law, or Shari'a... etc. |
On Wall Street
July 1, 2013
Jeff Tjornehoj |
Investors Turn to Loan Participation Funds Investors yearning for income and fearing rising interest rates are clamoring for loan participation mutual funds and ETFs. |
Financial Planning
October 2, 2007
Dakin Campbell |
The Bond Buyer Market fallout hits muni bond mutual funds. |
Financial Advisor
July 2007 |
Advisor Emporium Pershing Launches Managed Account Network... John Hancock Adds Allocation Options... Matrix Buys Interest In Research Firm... etc. |
Financial Advisor
May 2004 |
Dow Jones Launches Wealth Manager Product Dow Jones Wealth Manager enables advisors to build deeper relationships with clients and prospects through communication and assists firms in increasing total assets under management, the company says. |
Financial Advisor
October 2011 |
Advisor Emporium Commonwealth Launches New Management System... Lincoln Enhances Series Of Funds... ByAllAccounts And Redtail Form Partnership... etc. |
Financial Planning
November 1, 2005
Randy Lert |
Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%. |
Financial Planning
September 1, 2011
Joseph Lisanti |
You Say Potato, I Say Value Investment professionals should immediately know growth and value strategies when they see them. But in some cases the difference between growth and value has been blurred. How do you benchmark your growth versus value approach? |
The Motley Fool
December 8, 2004
Shannon Zimmerman |
ETFs and Falling Fund Fees The pricing pressure from ETFs is good news for index investors. But don't forget the brokerage fees. |
The Motley Fool
June 15, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Bill Gross hears the bear's growl... 401(k) plans moving away from retail funds... Annual Russell rebalance... |
The Motley Fool
February 4, 2010
John Rosevear |
Your Path to Wealth Just Got Simpler The brokerage price war is a boon for retirement investors. |
