Similar Articles |
|
Registered Rep. March 1, 2008 |
The Fever for Structured Products Structured products, which are gaining popularity in the U.S., combine financial instruments, typically bonds and derivatives, into a package that allows investors to bet on the direction of stocks, bonds and other investments. |
Financial Advisor January 2009 Michael Sankari |
Another Way To Income Structured products can provide diversification for clients. They have their own risks, however. |
Financial Planning June 1, 2007 Donald Jay Korn |
High Net Worth: The Next Big Thing Structured products may be difficult to define, explain and track -- yet they're touted as the next 12-figure asset class. Here's what financial advisors need to know. |
Investment Advisor June 2007 Susan L. Hirshman |
Structured Products on the Rise These investment vehicles could help improve clients' risk/return outcomes. |
Financial Advisor June 2006 Bruce W. Fraser |
A Hybrid Approach Structured products can round out a portfolio, but they are complicated and potentially risky. Just what are structured products and how do they work? What role, if any, could they play in your clients' portfolios? |
Financial Planning October 2, 2007 Elizabeth O'Brien |
5 Questions Tom Ricketts, founder and CEO of Incapital, an investment bank that underwrites corporate bonds for individual investors that are sold by broker-dealers, talks about his corporate bond program and what makes them attractive to advisors. |
Investment Advisor December 2009 Lewis Schiff |
The Affluentialist: Preserving Capital for the HNW Structured notes were a useful hedging strategy until Lehman. |
Financial Planning August 1, 2011 John F. Wasik |
The Hedging Game Structured products are among the most difficult product areas for new clients to understand. |
On Wall Street May 1, 2011 Robert J. Lindner |
Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized. |
On Wall Street January 1, 2009 Judith Schoolman |
5 Questions with Christopher Warren Christopher Warren, who worked at Bankers Trust, General Re, Goldman Sachs and ABN Amro before joining DWS Investments in 2006, speaks about the growing importance of retail structured products to financial advisors. |
Registered Rep. December 22, 2009 Stan Luxenberg |
Forget Stock Market Gains, It's Best to Avoid Losses Many financial advisors and portfolio managers who held to traditional buy-and-hold stock-bond portfolios are now emphasizing new kinds of diversification. |
Financial Planning December 1, 2008 Suzanne McGee |
The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds? |
Financial Advisor September 2010 Jeff Schlegel |
Lowdown On Alternatives Financial Advisor's Innovative Alternative Strategies conference explored alternative investments ranging from covered calls to the Chicago Cubs. |
Financial Advisor July 2011 |
Alternatives In The Spotlight Many of the 600 attendees at the second annual Innovative Alternative Strategies conference came to learn how to use these investments in client portfolios. |
Financial Advisor July 2010 Marla Brill |
The Healing Of 529 Plans Conservative investments and lower fees are attracting new clients. |
Investment Advisor April 1, 2011 Bob Clark |
Boring No More With baby boomers moving into their distribution years, bonds -- and the folks who manage them -- are becoming a lot more interesting |
Financial Advisor March 2011 Somnath Basu |
Back To Basics Advisors don't need to rely on complicated models to help clients avert losses. |
Financial Planning September 1, 2009 Suzanne McGee |
The Athletic Portfolio In this environment, a good portfolio is one that rides out storms and takes advantage of opportunities -- one that demonstrates strength, flexibility and endurance. What should financial advisors do to deliver peak performance for clients? |
Financial Advisor June 2010 Michelle Knight |
Rising Rates Not Fatal Bond investments shouldn't automatically be sold off when interest rates rise. Here's why. |
The Motley Fool November 16, 2010 Dan Caplinger |
Wall Street's Selling the Next Meltdown Structured products promise protection, but do they deliver? |
Registered Rep. April 1, 2007 |
U.S. Warming to Structured Products Structured products are winning more fans in the U.S. Sales of the hybrid securities grew 33% in 2006, to $64 billion. What investors seem to like best about the instruments is the principal protection they offer. |
Financial Advisor June 2009 Marla Brill |
ETF Portfolios To Go ETF portfolio management services pitch to financial advisors. |
Investment Advisor May 2007 |
Not Your Grandfather's Bonds For savvy investors and their financial advisors, taking advantage of changing Fed policy may be a matter of taking a hard look at U.S. Treasury notes again. |
Financial Planning May 1, 2008 Mark Willoughby |
Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder. |
Financial Planning September 1, 2007 Donald Jay Korn |
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. |
Financial Advisor May 2009 David J. Drucker |
Does Asset Allocation Need A Facelift? Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility? |
Investment Advisor August 2006 Savita Iyer |
Retirement Planning: Behind the Numbers Advisors are looking overseas for income-producing equities and fixed income to get the best out of the markets for their clients' retirement. |
The Motley Fool February 23, 2010 Amanda B. Kish |
Are Advisors Making Smart ETF Choices? It looks like many of them are jumping on the bandwagon. |
Investment Advisor March 2008 Melanie Waddell |
Focus! There's plenty to think about when doing retirement planning for clients; read on for the priorities that you should be doing something about, right now. |
Financial Planning January 1, 2005 |
Mutual Fund Monitor Should you invest in bond funds or individual bonds? |
Financial Advisor January 2005 Marla Brill |
Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls. |
Financial Planning September 1, 2010 Jim Grote |
Bonds for Glory Why invest in bonds? The simplest reason, to borrow a phrase from Willie Sutton, is because that's where the money is. |
Investment Advisor August 2008 Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
On Wall Street December 1, 2008 William Harding |
Endowments Offer Investment Lessons for Retirees The number of Americans who turn 65 each week could fill a sports stadium -- and they all need income. Portfolios for people saving for retirement should be structured differently from those already there. |
Financial Advisor October 2011 Michelle Knight |
Not Your Grandma's Bond Portfolio A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks. |
The Motley Fool March 19, 2010 Robert Brokamp |
Will Rising Rates Sink Your Portfolio? And should you be worried? How will this affect the portfolios of people who invest in rate-sensitive securities -- namely, bond mutual funds and exchange-traded funds? |
The Motley Fool November 24, 2006 Dan Caplinger |
Get More From Zero With their high sensitivity to interest rates, zero-coupon bonds can add some spice to a sedate bond portfolio. |
Investment Advisor August 2007 Jeff Joseph |
The Far Reach of Subprime Woes Leveraged loans to companies are likely to be adversely affected by hedge fund losses from collateralized debt obligations. |
Registered Rep. August 1, 2006 John Churchill |
A Structured What? What do ELKS, ASTROS, BULS, ARNs, BOXES and ComPS all have in common? They're all part of the fledgling "structured products" boom. Wirehouses and banks are marketing them as diversification tools. |
Financial Advisor February 2, 2009 Bruce W. Fraser |
A Glimmer Of Rewards Prices on high-quality corporate bond issues represent a buying opportunity for advisors. |
Financial Planning July 1, 2005 Susan Weiner |
Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious. |
Financial Advisor February 2007 Matt Hougan |
Dancing The Contango The commodities market has investors singing the blues, but a new note leads some to follow the beat of a different drummer. Whatever happens with commodities in 2007, we know one thing for sure: Advisors will be watching. |
Registered Rep. November 1, 2006 John Churchill |
Structured Products Equal Big Profits Structured products are flying off the shelves of U.S. brokerage firms, even if many reps and retail investors aren't sure how they work. |
On Wall Street September 1, 2009 Bill Willis |
Staying the Course No More Wealth managers at the major firms are seeing a proliferation of practicable ideas in recent months, offering products that are a call to action for both their advisors and clients. |
Financial Advisor September 2010 Paul R. Sanford |
You Are Not Yale Yale's David F. Swensen held the unofficial title of investment genius for many years until his model nose-dived with everyone else's in the 2008 crash. |
Financial Advisor October 2009 Eric Rasmussen |
The Ripe Fruit Mellows Corporate bonds offered great opportunity earlier in the year, but now that yields have fallen, investors are rethinking strategy. |
Investment Advisor January 1, 2011 Ben Warwick |
Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011. |
Financial Advisor May 2006 Bruce W. Fraser |
An Undiscovered Asset Class Most advisors know little about the structured settlements market, yet the dollar amounts in settlements can range into the millions of dollars, thus making them a potentially profitable niche market for wealth managers and other fee-only advisors. |
The Motley Fool July 15, 2008 Tom Hutchinson |
Mutual Fund Advisory Madness If you use a financial advisor, you've probably been approached to invest in a diversified group of funds or a mutual fund advisory program. But be careful before you accept -- they may cost you more than your portfolio can afford. |
The Motley Fool August 19, 2010 Amanda B. Kish |
Jumping on the Commodity Bandwagon If you own a target-date fund, make sure you know whether your fund is moving into commodities. |