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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 Planning
March 1, 2008 |
New Products A list of new mutual funds, ETFs, and index funds. |
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, 2007
Marshall Eckblad |
New Products Alternatives: Dow Jones Indexes and Wilshire Associates have launched the Dow Jones Wilshire Global Index Family... Insurance: New York Life Insurance has released NYLIAC Instant Legacy... etc. |
The Motley Fool
November 27, 2006
Zoe Van Schyndel |
57 Flavors of Funds New versions of ETFs mean more choices for investors. |
Financial Advisor
March 2011
Marla Brill |
New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them. |
Financial Planning
March 1, 2007
Marshall Eckblad |
New Products Alternatives: Barclays has launched the iPath MSCI Index... IPOX China 20 and IPOX BRIC 25... Insurance: The Chubb Group has released more flood insurance options for homeowners in 20 states... etc. |
Financial Planning
May 1, 2007 |
New Products A line-up of the industry's latest investment, insurance and practice management products. Alternatives: ProShares has listed 12 ETFs... Managed Futures Fund... Insurance: ING has launched Return of Premium term life insurance... etc. |
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. |
The Motley Fool
August 20, 2008
Dan Caplinger |
If You Can't Beat the Indexes, Join Them As easy as it is to have an all-index portfolio, you may be curious: Is it a good idea? |
Financial Planning
November 1, 2010
William Atkinson |
Pick Me Financial planners have their own processes for selecting individual stocks for their clients. And given that mutual funds have been around for decades, planners also have their favorite fund families. However, ETFs are a different animal. |
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. |
Financial Planning
August 1, 2005 |
New Products Alternatives: Global Climate 100 Index... Commodity Index Euro... Insurance: Simple LTC Solution... Progressive Index Annuity... Mutual Funds: American Franchise Fund... etc. |
Investment Advisor
November 19, 2010
Vaughan Scully |
Despite Growth, More ETFs "Jump the Track" Most ETFs track an index instead of employing a professional manager, and inevitably there is a lag between the performance of the index and the fund's net asset value. |
The Motley Fool
March 4, 2010
Selena Maranjian |
Are ETFs Cutting Corners? This practice makes sense for funds, but could mean pain for you. It seems that most ETFs don't completely mimic their underlying indexes |
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
May 1, 2006
Marshall Eckblad |
Industry New Products Alternatives: The American Stock Exchange has listed five additional ETFs... Virtual sales tool kit for executive bonus plans and restricted bonus arrangements... Insurance: Jefferson National Life Insurance has added two Rydex funds... etc. |
The Motley Fool
September 15, 2010
Dan Caplinger |
6 ETFs That Won't Rip You Off Don't pay more than you have to for ETFs. |
Financial Planning
September 1, 2008 |
New Products New alternative products, mutual funds, index funds, retirement products, exchange-traded products, and practice tools. |
Financial Advisor
October 2011
Bruce W. Fraser |
Lost In The Crowd For all their risks, preferred ETFs offer high yields, good liquidity and diversification. |
Investment Advisor
May 2006 |
Upgrades Standard & Poor's launched the S&P Completion Index... Rydex Investments received a private letter ruling from the IRS... Fidelity Investments registered with the SEC... etc. |
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 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 Planning
June 1, 2008
Jerry Moskowitz |
Active ETFs Are the new active ETFs a necessary invention, or an example of a highly specialized market talking among itself? And most importantly, will they sell? |
The Motley Fool
June 29, 2010
Dan Caplinger |
The Better Way to Beat the Market? The jury's still out on alternative indexes. Different market conditions will make index funds perform in various ways. |
The Motley Fool
November 9, 2006
Selena Maranjian |
A Journey Into Emerging Markets Investors, go global with funds and ETFs. |
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. |
Investment Advisor
March 1, 2011
Vaughan Scully |
Quantitative Methodology ETFs Search for Better Performance A new breed of ETF has emerged, based on indices that are designed not to reflect the investable universe of a particular market niche, but to pick the best stocks within a specific sector or style. |
The Motley Fool
December 7, 2010
Michael Johnston |
ETFs for the Forgotten Asset Classes Is this all-ETF portfolio well-rounded enough? |
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
April 2010
Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
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
June 22, 2010
Dan Caplinger |
Why Mutual Funds Are Here to Stay The death of funds is greatly exaggerated. |
The Motley Fool
May 21, 2008
Selena Maranjian |
Doubling Bets Is for Sissies In times like these you can make huge wagers on the market. But should you? |
Investment Advisor
August 2009
Vaughan Scully |
The ETF Advisor: Those Outperforming Small Caps Exchange traded funds offer a relatively convenient and cost-effective way to invest in small cap stocks. |
Financial Planning
April 1, 2008 |
New Products Products of interest to those in the financial industry: New ETFs... New Mutual funds... Financial planning software... Retirement planning tools... |
Financial Advisor
September 2005
Jim Wiandt |
ETFs Open New Doors Opportunities abound as exchange traded funds (ETFs) expand to cover the the world. |
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. |
The Motley Fool
December 4, 2006
Zoe Van Schyndel |
ETFs: From DOG to DOO The ETF market may contain DOG and DOO, but it also holds funds like the PowerShares HighYield Dividend Achievers -- an investment that we can only hope will live up to its ticker symbol (PEY), over and over again. |
The Motley Fool
August 2, 2010
Michael Johnston |
3 Low-Volatility ETF Options Smooth out your volatility and lower your blood pressure with these three ETFs. |
Investment Advisor
September 2010
Vaughan Scully |
The ETF Advisor: New ETFs in 2010 for Hedge Funds, Foreign Stocks and MLPs Among the new ETFs hitting the market this year are several actively managed ETFs, sector and small cap ETFs for foreign markets, and exchange-traded notes that track shares in master limited partnerships. |
Financial Advisor
June 2010
Marla Brill |
ETF Tune-Up The middle of the year is a good time to re-evaluate ETF portfolios and do fine-tuning. |
BusinessWeek
March 12, 2007
Lauren Young |
The Trouble With ETFs As more esoteric funds proliferate, they're failing to live up to their promises. |
Financial Planning
October 1, 2006
Donald Jay Korn |
Beyond Benchmarks Tracking alternative indexes can add a flavor of active management to the ETF menu. |
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. |
Registered Rep.
April 1, 2008
Stan Luxenberg |
Focused And Then Some Competing fiercely for the attention of investors, fund companies have brought out a wave of specialized offerings. Many focus on hot-sounding industries, or growing areas of the emerging markets. |
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. |
The Motley Fool
December 8, 2006
Zoe Van Schyndel |
Delving Into Dividend ETFs Dividend ETFs have the same advantages over traditional mutual funds as regular ETFs, including low fees and the ability to buy and sell during the day. |
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. |
The Motley Fool
January 18, 2011
Michael Johnston |
Understanding the Quirks of QQQQ QQQQ -- better known as the "cubes" -- has become a popular option for investors looking to gain exposure to growth companies and the tech sector in general. |
