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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.   |
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
June 2004 |
Principal Financial Adds Program For Business Owners Principal Simplified Overhead Expense (OE) and Principal Simplified Disability Buy-Out (DBO) are added to its disability insurance sales programs... Fidelity Expands Trust Services... ING Launches Program... etc. |
Financial Planning
April 1, 2006
Marshall Eckblad |
New Products Alternatives: State Street Global Advisors has unveiled three SPDR exchange-traded funds... Unified managed account... Insurance: John Hancock has launched Accumulation VUL... Mutual Funds: Vanguard now offers a Strategic Small-Cap Equity Fund... etc. |
Registered Rep.
March 15, 2011
Alan Lavine |
Reps Turn To Equity Index Universal Life Insurance Reps are turning to index universal life insurance to bridge the risk gap between low-rate permanent life insurance and riskier variable universal life. |
Investment Advisor
July 1, 2011
Marlene Y. Satter |
Rx for Disability Your physician and dentist clients in search of coverage may be interested in a different definition of disability. |
The Motley Fool
May 7, 2007
Amanda B. Kish |
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc. |
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 Planning
November 1, 2011
Donald Jay Korn |
Barely Covered When the going gets tough, the tough cut costs. Clients worried about their finances may think about dumping big expenses that may seem to be a luxury, such as disability insurance. In this case, they would likely be wrong. |
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 Planning
July 1, 2013
Ilana Polyak |
Disability Insurance: Are You Protected? Advisors need to think about disability insurance coverage for both themselves and their clients. |
Registered Rep.
June 25, 2010
Jerry Gleeson |
Vanguard Broadens ETF Platform The company that made its reputation with low-cost indexed investments said it will launch 19 new index funds and related ETFs over the next year, as well as an ETF that tracks its $91 billion Vanguard 500 Index Fund. |
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. |
The Motley Fool
March 28, 2005 |
What Happens If You Can't Work? Know what to look for in disability insurance. |
Financial Advisor
April 2006 |
Advisor Emporium AIG Valic Offers Roth 401(k)s... Group Started For Top Advisors... Vanguard Plans New Small-Cap Fund... Allianz Releases Two LTC Products... Brinker Capital Launches UMA... Penn Mutual Upgrades Whole Life... |
Financial Advisor
August 2009
Craig L. Israelsen |
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. |
Registered Rep.
December 1, 2002
Stan Luxenberg |
Calming the Terrified Client For most clients, however, there are options more lucrative than principal-protection funds that provide a respectable return without assuming the risk of straight equity funds. Consider, for example, closed-end municipal bond funds. |
Financial Planning
November 1, 2005 |
New Products Alternatives: Russel Investment Group has launched its Managed Account Strategies platform... Insurance: Jefferson National has launched Monument Advisor... Mutual Funds: Fidelity Investments has launched the Strategic Real Return Fund... etc. |
Financial Advisor
April 2008 |
Advisor Emporium Fidelity Enhances RIA Management Platform... Vanguard Changes Investment Advisory Teams... New ETF Revenue-Based Index Launched... Lehman Brothers Creates An ETN Platform... RCB Small Cap Value Re-Opens... etc. |
Investment Advisor
February 2010
Marlene Y. Satter |
Insurance Update: Along for the Rider If your clients are looking for limited disability coverage without taking on a whole new policy, they could look at life insurance. |
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. |
Investment Advisor
October 2005
Kathleen M. McBride |
Relief Pitcher How do you spell relief from the alternative minimum tax? Try the Fidelity Tax-Free Bond Fund, a fund that provides strong returns largely free of the AMT heartburn. |
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. |
Financial Planning
January 1, 2006 |
Industry New Products Alternatives: State Street Global Advisors has launched nine ETFs... Independent Charitable Gift Fund... Insurance: The Phoenix Cos. has introduced Lifetime Guaranteed Minimum Withdrawal Benefit for 2... Mutual Funds: Fidelity has launched an Advisor Intermediate Municipal Income Fund... etc. |
Financial Advisor
February 2006 |
Advisor Emporium Funds Target RIAs... Fund Supports Assisted Living Facility... T. Rowe Price Adds Funds... Charitable Planning Sales Kit Launched... Treasury Bond Index Funds Launched... etc. |
Investment Advisor
June 2006 |
Upgrades At the Fidelity Brokerage Company's Executive Forum, President Ellyn McColgan said FBC is increasing overall technology spending to $950 million... A report reveals that advisors fleeing the wirehouses are primarily interested in... etc. |
Financial Planning
February 1, 2008
Elizabeth O'Brien |
Retirement Income: The New Solutions The boomer retirement wave is here, and so are new products designed to turn their hoarded assets into cash flow. |
Investment Advisor
December 2006
Marlene Y. Satter |
Physician, Insure Thyself After a long dry spell, physicians and dentists are once again able to get disability insurance coverage that matters. Here is how financial advisors can help. |
Financial Advisor
May 2008
Marla Brill |
Munis' Turn To Shine One of the country's most influential fixed-income managers is enthusiastic about a municipal bond market that she says is more exciting than any she has seen in her 23-year career. |
Financial Advisor
December 2007 |
Advisor Emporium Two Firms Target Fee-Only Advisors... Arrow Launches New Fund... HardAssetsInvestor.com Offers New Tools... PowerShares Offers New Bond Portfolios... etc. |
Investment Advisor
November 2007 |
Upgrades iShares S&P California Municipal Bond and New York Municipal Bond funds from Barclays begin trading... Morningstar releases new Stewardship Grades for more than 1,000 mutual funds... Rydex launches ETF Essentials... etc. |
Financial Advisor
July 2011 |
Advisor Emporium Fidelity Launches Advisors' Marketing Program... Vanguard Reduces Investment Minimums... Wells Fargo Provides Consultation Services... etc. |
The Motley Fool
September 19, 2007
Zoe Van Schyndel |
Muni Madness The first municipal bond ETFs are on the market. With low expense ratios, and tax-exempt interest, they represent an interesting way to invest in muni bonds. |
Financial Advisor
March 2011 |
Advisor Emporium News for advisors: National Financial Adds Partner... MassMutual Encourages Young Savers... OCE Releases Comps Companion... Roumell Introduces Mutual Fund... Peak Advisor Alliance Unveiled... Jackson Introduces LifeGuard Freedom Flex... |
Financial Advisor
March 2008 |
Advisor Emporium Pershing Launches ETC Information Center... Curian Capital Creates Diversification Platform... MassMutual Increases Retirement Offerings... etc. |
Investment Advisor
November 2007 |
News & Products Second wave of products help address the retirement income conundrum... Fidelity Investments has unveiled a group of retirement income products... etc. |
Financial Planning
June 1, 2005 |
New Products Alternatives... 1031 exchange educational Web site... ETF futures contracts on the Nasdaq-100 Index Tracking Stock, S&P 500 Depositary Receipts, and iShares Russell 2000... etc. |
Financial Advisor
July 2004
Gail Liberman |
Muni Bond Funds Vs. Individual Bonds A new study says the funds are cheaper if you actively trade. |
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... |
Investment Advisor
March 2009
Kara P. Stapleton |
Upgrades New products and programs. |
Financial Planning
August 1, 2007
Matthew Posner |
The Bond Buyer The first municipal bond exchange-traded fund will be up and running by the end of this year as Barclays Global Investors iShares has filed a prospectus with the Securities and Exchange Commission outlining the new investment product. |
Financial Planning
December 1, 2005 |
Industry New Products Alternatives: Restricted Stock Partners has launched the Restricted Securities Trading Network... Insurance: ING has introduced the Secure family of three index annuities... Mutual Funds: John Hancock Funds has launched five Lifestyle Portfolios... etc. |
The Motley Fool
September 4, 2007
Zoe Van Schyndel |
Invest in the Whole Enchilada The Vanguard Total Market ETF tracks the performance of the MSCI U.S. Broad Market index, which represents 99.5% of the U.S. equity market capitalization and clearly doesn't leave much uncovered. |
Financial Advisor
August 2006 |
Advisor Emporium Prices Lowered For ING TermSmart... Legacy Planning Web Site Opened... First American Launches Retirement Fund... MassMutual Unveils New Retirement Account... Socially Responsible Retirement Program Offered... |
The Motley Fool
April 4, 2008
Brian Richards |
Avoid This Ticker ... for Now Vanguard Small Cap Value is an ETF to avoid for now, although it still may be a winning fund for patient long-term owners. |
Registered Rep.
November 1, 2004
Stan Luxenberg |
The Retiring Kind Keeping the loyalty of retirees is urgent business for fund companies. Retaining retirees is particularly crucial for Fidelity. |
BusinessWeek
September 27, 2004
Lauren Young |
Where to Shop at Vanguard Its actively managed funds have a big cost advantage. And while some of its best are out of reach for prospective investors, there are some worthy portfolios open for a $3,000 minimum. |
The Motley Fool
February 6, 2007
Dan Caplinger |
Dealing With a Disability You hope it won't happen to you, but if it does, be prepared. Private insurance isn't the only way in which disabled people can obtain the means to support themselves. |
AskMen.com
Scott Carter |
Personal Finance: The Power Of Change Learn to manage your portfolio with the power of change with these tips. |
Financial Advisor
January 2008
Marla Brill |
Great Expectations The latest version of retirement income funds from Fidelity and Vanguard mark the mutual fund industry's most ambitious effort yet to remove much of the decision-making associated with retirement investment and distribution planning. |
