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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. mark for My Articles similar articles
Financial Advisor
January 2009
Michael Sankari
Another Way To Income Structured products can provide diversification for clients. They have their own risks, however. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
June 2007
Susan L. Hirshman
Structured Products on the Rise These investment vehicles could help improve clients' risk/return outcomes. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
December 2009
Lewis Schiff
The Affluentialist: Preserving Capital for the HNW Structured notes were a useful hedging strategy until Lehman. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
July 2010
Marla Brill
The Healing Of 529 Plans Conservative investments and lower fees are attracting new clients. mark for My Articles similar articles
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 mark for My Articles similar articles
Financial Advisor
March 2011
Somnath Basu
Back To Basics Advisors don't need to rely on complicated models to help clients avert losses. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
November 16, 2010
Dan Caplinger
Wall Street's Selling the Next Meltdown Structured products promise protection, but do they deliver? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
June 2009
Marla Brill
ETF Portfolios To Go ETF portfolio management services pitch to financial advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
January 1, 2005
Mutual Fund Monitor Should you invest in bond funds or individual bonds? mark for My Articles similar articles
Financial Advisor
January 2005
Marla Brill
Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
August 2008
Melanie Waddell
Time for an Alternative The volatile market is sparking more use of alternative assets mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
July 1, 2005
Susan Weiner
Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles