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Financial Planning
February 1, 2005
Donald Jay Korn |
New Directions Exchange-traded funds offer strategic advantages to financial planners who believe in active management, as well as those who favor indexing.   |
Financial Advisor
October 2005
Matthew Hougan |
Shorting ETFs Gets Sold Short Although many advisors are reluctant to short exchange-traded funds (ETFs), it's important to remember that ETFs are less risky on the short side than individual stocks, as they are not susceptible to short squeezes. |
Registered Rep.
November 1, 2005
Kevin Burke |
Actively Adding Value to Passive Investments Separately managed accounts that invest exclusively in exchange-traded funds are vying for a place at the advisory table, as an increasing number of money managers look to cash in on the popularity of these very cheap, very liquid investments. |
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 Advisor
December 2008
Marla Brill |
ETF Growth Expected What was bad news for the stock market in 2008 may prove to be good news for ETFs in 2009. |
The Motley Fool
May 12, 2010
Dan Caplinger |
Look What Financial Innovation Got Us Now As the number of ETFs continues to grow, it seems as though new fund offerings are hitting a point of diminishing returns, not providing enough additional value to justify their cost. |
On Wall Street
June 1, 2011
Carl Resnick |
ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available. |
Financial Planning
November 1, 2009
Stacy Schultz |
ETFs' Glory Days At a time when the market was swinging by hundreds of points a day, exchange-traded funds (ETFs) offered a more secure alternative. |
On Wall Street
April 1, 2010
Elizabeth Wine |
ETFs and Closed-End Funds: New Strategies for a New Day The range of ETFs continues to grow and advisors are graduating to the next level of sophistication, from the traditional use of gaining quick access to a sector or country, to now delivering alpha to clients. |
Financial Advisor
July 2011
Marla Brill |
Schwab's Low-Cost ETF Gamble Schwab is undercutting competitors with low fees, but still faces a challenge in differentiating its ETFs from those offered by more established players. |
Registered Rep.
September 30, 2014 |
Advisor Views on ETFs As exchange traded funds continue to take more market share, the number of advisors using the structure increased to 84 percent in 2014, up from 82 percent in 2013. |
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
March 2008
Sydney LeBlanc |
Investment Utopia With index investing used as a foundation, numerous strategies are being employed to help generate returns that may beat the market while keeping costs low and allowing investors to sleep at night. |
Financial Advisor
January 2006
Sydney LeBlanc |
Breaking The Mold The new SMA environment will allow advisors to demonstrate in a truly value-added fashion that they bring a great deal of expertise to the table from which clients can benefit. |
Financial Planning
January 1, 2006
Donald Jay Korn |
Letter Perfect As exchange-traded funds (ETFs) proliferate, financial planners find that they're useful for alpha as well as beta. |
Investment Advisor
February 2009 |
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks. |
Financial Planning
October 1, 2009
Donna Mitchell |
ETFs Activated A new white paper examines the performance of exchange-traded funds (ETFs) from 1998 to 2008, and provides insight into what is ahead for ETFs. |
Financial Planning
March 1, 2007
Donald Jay Korn |
ETF Mania! As the number of exchange-traded funds explodes, planners are deploying them to bring sophisticated institutional strategies to affluent clients. |
Financial Advisor
July 2011
Michelle Knight |
Rethinking Bond ETFs Most investors buy bond ETFs at a premium and sell at a discount, a dynamic that is an undeniable black mark on fixed-income ETFs. |
The Motley Fool
January 19, 2010
Amanda B. Kish |
The Hottest Trillion-Dollar Investment Read these tips before jumping into the popular world of exchange-traded funds. |
On Wall Street
October 1, 2011
Elizabeth Wine |
The ETF Mousetrap: If You Build It, They Will Come Regardless of how the actively managed ETF experiment turns out, observers say the industry will keep cranking out more and more complicated products. |
Financial Advisor
April 2007
Matt Hougan |
Layer Upon Layer With the surging interest in exchange-traded funds, it was only a matter of time until someone decided to package them together into a fund-of-funds structure. But are they the best option for your financial advisory clients? |
Financial Advisor
April 2010
Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
Investment Advisor
November 18, 2010
Melanie Waddell |
Will ETF Flaws Diminish Their Appeal? The honeymoon period for ETFs is fading |
Financial Advisor
December 2005
Sydney LeBlanc |
SMAs Make Taxes, Well ... Not So Taxing Here are some strategies for financial advisors to help keep clients' dollars out of harm's way at tax time. |
Financial Advisor
July 2009
David J. Drucker |
Taming The Bear With ETFs Clients upset? Maybe you should have used ETFs and Tom Lydon's simple investment strategy. |
The Motley Fool
December 7, 2010
Michael Johnston |
ETFs for the Forgotten Asset Classes Is this all-ETF portfolio well-rounded enough? |
Investment Advisor
March 1, 2011
Savita Iyer-Ahrestani |
Growing Choice, Shrinking Globe Thanks to burgeoning of the index-based global ETF industry, many of today's country and sector specific ETFs are so narrow and so focused that they allow both advisors and investors to have an increasingly targeted and tactical approach to international investing. |
Financial Advisor
December 2011
Marla Brill |
Still Ahead ETF assets have more than quadrupled since 2004, but mutual funds are still favored by advisors. |
Investment Advisor
February 2008 |
The ETF Solution Forward-thinking companies and their advisors are increasingly allowing 401(k) plan participants to leverage the benefits of ETFs. |
Investment Advisor
October 2006
James J. Green |
Harvest Time All the Time A connoisseur explains how to use ETFs to harvest tax losses year-round. |
Registered Rep.
February 19, 2010
Stan Luxenberg |
How To Size Up An ETF Advisors remain divided about ETFs. At one end of the spectrum a growing number of advisors are putting all their assets in ETFs. At the other extreme are those who steer completely away from the funds. A third group shops selectively. |
Investment Advisor
March 2007
Robert F. Keane |
Catching up with... Tim Meyer To get a handle on what's happening in the world of ETFs -- where assets grew 40% in 2006 to $422 billion -- here is an interview with the ETF business manager for Rydex Investments. |
Financial Planning
May 1, 2012
Joseph Lisanti |
Fight Night: ETFs vs. Open-End Funds Traditional mutual funds and ETFs may seem like competitors in a fight to the death. But the truth is, the two products coexist in most portfolios. |
Financial Advisor
February 2, 2009
Raymond Fazzi |
ETFs As Defensive Plays Advisors say ETFs can be a useful tool when implementing downside protection strategies. |
On Wall Street
September 1, 2008
Neil OHara |
SMAs: Overhyped or Underused? Separately managed accounts are often touted for their tax advantages. But some investors don't maximize that potential. |
The Motley Fool
July 15, 2009
Dan Caplinger |
2 Smart Ways to Profit From ETFs Either strategy can work for you. |
The Motley Fool
May 11, 2009
Dan Caplinger |
Don't Buy This New Investment Wait to see how active ETFs do before you jump in. |
The Motley Fool
April 28, 2005 |
Your 60-Second ETF Education When you need a little something for your portfolio, consider an exchange-traded mutual fund (ETF). |
Entrepreneur
January 2006
Dian Vujovich |
Hot Stuff The mercury's rising on exchange-traded funds. |
The Motley Fool
April 20, 2011
Amanda B. Kish |
2 New ETFs You Should Own The picks of the newest crop of ETFs. |
Financial Planning
May 1, 2006
Donald Jay Korn |
Doling out the Bounty Financial planners have many more investment vehicles to choose from as mutual funds, SMAs and ETFs compete for their assets. While planners have their preferences, new kinds of accounts make it easier to devote some money to each. |
The Motley Fool
January 31, 2011
Dan Caplinger |
ETFs You Just Don't Need Active ETFs are coming, but why buy? |
Investment Advisor
January 1, 2011
Alan Snyder |
Investing in Commodities and Futures Can a commodities index compete with actively managed accounts? |
Financial Advisor
October 2012
Marla Brill |
Don't Rule Out Smaller ETFs Many have unique investment methodologies that offer alternatives to traditional indexes. |
Financial Advisor
March 2012
Tom Lydon |
Slow Build Companies have lined up to introduce active ETFs, but so far less than 1% of ETF assets are in these products. |
Financial Planning
March 1, 2007
Dan Wheeler |
Do You Need ETFs? Whenever Wall Street comes up with a new product and markets it aggressively, investors rush to the party. But the number of worthwhile ETFs is far, far fewer than you or your financial advisory clients might think. |
Financial Advisor
October 2011
Bruce W. Fraser |
Lost In The Crowd For all their risks, preferred ETFs offer high yields, good liquidity and diversification. |
The Motley Fool
March 16, 2011
Dan Caplinger |
4 ETF Trends You Must Know About Ignore these hot ETF investments at your peril. |
Financial Advisor
September 2011
Brad Zigler |
Running The Numbers ETFs are supposed to be cheap, but can they outperform the market, too? |
