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Financial Planning
September 1, 2008 |
New Products New alternative products, mutual funds, index funds, retirement products, exchange-traded products, and practice tools.   |
Financial Planning
May 1, 2008 |
New Products Bear Stearns Current Yield Fund... Managed ETF Portfolios... Global Nuclear Energy Portfolio... Alternative Strategies Allocation Fund... SPDR DB International Government Inflation-Protected Bond ETF... etc. |
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 Planning
August 1, 2007 |
New Products Alternatives: Van Eck Global has launched the Market Vectors-Russia ETF... Insurance: OM Financial Life has released MasterElite... etc. |
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 Planning
September 1, 2006 |
New Products Alternatives: Ave Maria Money Market Account... DJ-AIG Commodity Indexes... Insurance: Aetna has released Vital Savings on Health... Mutual Funds: First American Funds has launched Income Builder... etc. |
Financial Planning
October 1, 2006
Marshall Eckblad |
New Products Alternatives: Morningstar has launched 529 Suitability Manager... Insurance: AIG American General has introduced Elite Global IUL, and indexed universal life policy... etc. |
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. |
Financial Advisor
December 2006 |
Advisor Emporium Gemini Fund Launches Series Trust... Equal-Weight Sector ETFs Launched... Index Based On Intellectual Property... 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. |
Financial Advisor
February 2007 |
Advisor Emporium Commonwealth Releases New Programs... Raymond James Introduces Charitable Fund... Rydex Doubles Funds' Pricing Capabilities... MSC Starts 2007 Education Program... etc. |
Financial Advisor
March 2008 |
Advisor Emporium Pershing Launches ETC Information Center... Curian Capital Creates Diversification Platform... MassMutual Increases Retirement Offerings... 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. |
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. |
Financial Planning
November 1, 2007 |
New Products Alternatives: Altin:Fund has created two funds of funds managed futures... Navigator UMA, unified managed account... etc. |
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. |
Financial Planning
February 1, 2008 |
New Products SPDR Lehman High Yield Bond Exchange-Traded Fund... Donor Advised Fund... Three PowerShares ETFs: VRDO Tax-Free Weekly Portfolio; Preferred Portfolio; High Yield Corporate Bond Portfolio... S&P Global Eco Index... 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 Planning
September 1, 2007 |
New Products WisdomTree has launched the Emerging Markets High-Yielding Equity Fund... Robb Report Global Luxury Index and ETF... Options for HealthShares Emerging Cancer ETF... Ameritas has added Acacia Advisor Term insurance... LifeElements and LifeStratos... First American Funds has launched three additional large-cap mutual funds... 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. |
Financial Planning
November 1, 2006
Marshall Eckblad |
New Products Alternatives: The New York Stock Exchange has listed the NYSE IPOX Composite and the IPOX U.S. Indexes... Insurance: John Hancock has launched Leading Edge... etc. |
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, 2005 |
New Products Alternatives... Insurance... Mutual Funds... Practice Tools... |
Financial Planning
April 1, 2007
Marshall Eckblad |
New Products Alternatives: State Street Global Advisors has listed the FTSE/Macquarie Global Infrastructure 100, an exchange-traded fund... Insurance: TransUnion has launched TrueCredit.com, a fee-for-service website that allows consumers to see their insurance scores... etc. |
Financial Advisor
October 2007
Marla Brill |
Do Your Clients' Target Funds Measure Up? How do market watchers come up with apples-to-apples comparisons of target-date funds? The absence of a standardized benchmark has left financial advisors to wade through the burgeoning number of fund choices with only vague and often conflicting guidelines for evaluation. |
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. |
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 Planning
September 1, 2008
Joseph A. Tomlinson |
Retirement Income Products: A Wish List America faces a retirement crisis that is perhaps even bigger than the "47 million uninsured" crisis we face in healthcare. Which financial products can individuals purchase today to reduce the risk of outliving their assets? |
Investment Advisor
August 2009
Melanie Waddell |
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement. |
Financial Advisor
December 2008 |
Advisor Emporium New products of interest to the financial advisory industry. |
Financial Advisor
May 2005
Jeff Schlegel |
"Assets-In-A-Box" Investing Considering the appeal of prepackaged asset allocation, it's little wonder that lifecycle funds are one of the hottest areas in the mutual fund industry. |
Financial Advisor
November 2011
Alan Lavine |
Finding A Floor Annuities gain traction in a world of low returns. |
Financial Planning
February 1, 2005
Jim Otar |
A Matter of Luck Contrary to popular opinion, there's more to portfolio success than the asset allocation decision. As an adviser, you can find peace of mind in recognizing and quantifying the luck factor for individual retirement portfolios. |
Financial Planning
July 1, 2007
Craig L. Israelsen |
Quasi-Commodities? Here's how energy, precious metals and real estate compare with the entire commodities index as a component of an investment portfolio. |
Financial Planning
November 1, 2007
Craig L. Israelsen |
Proposition Three The number of target-date funds continues to grow, but there remains only one set of benchmarks. Here are three proposed indexes to fill the void. |
Financial Planning
October 2, 2007
Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
Financial Planning
July 1, 2007 |
New Products Alternatives: State Street Global Advisors has launched five fixed-income SPDR ETFs... Unit investment trust based on the KLD Global Climate Change 100 Index... etc. |
Financial Advisor
May 3, 2010 |
Advisor Emporium News: Automatic 401(k) Plans Growing... ProShares Offers Inverse ETFs... First Allied Launches Fund Allocator... Curian Adds New Investment Strategies... Advisor Partners Upgrades Portfolio Program... Van Eck Offers Small-Cap Investments... more... |
Financial Advisor
July 2011
Gail Liberm |
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. |
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
December 2006
Matt Hougan |
Do These ETFs Make Sense? Here are five ground rules to help you evaluate whether some newfangled ETFs make sense for your client's portfolios. Rule Number 1: Check Your Commissions... Rule Number 2: Check The Index... etc. |
Financial Advisor
April 2010
Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
Financial Advisor
February 2008
Craig L. Israelsen |
A Better Mousetrap Target date funds are here to stay. As a result of the Pension Protection Act of 2006, target date funds will likely become the auto-enrollment default option in tax-deferred retirement plans. |
Financial Advisor
March 2011
Alan Lavine |
Looking For Protection Index annuities promise to deliver a guaranteed retirement return, but their costs and complexity are two serious trade-offs. |
On Wall Street
October 1, 2012
Dave Lindorff |
Indexed Annuities Grab the Spotlight Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change. |
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
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. |
Financial Advisor
May 2012
Alan Lavine |
Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals? |
