| Similar Articles |
|---|
 |
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.   |
Registered Rep.
May 1, 2005 |
13 Percent Percentage of advisors who say they have switched to a wealth management model. |
Financial Advisor
February 2008 |
Advisor Emporium LPL And Fiduciary360 Partner For Training... Pershing Offers New Tool... Biondo Joins Investors Capital Advisory... IAS Launches Software Package... Thornburg Introduces New Fund... Vanguard Adds Funds... |
Investment Advisor
December 2007
James J. Green |
A Force in the West, With Aspirations The CEOs of two big California wealth management firms, Tim Kochis and Rob Francais, talk about their merger. |
Financial Planning
December 1, 2007 |
New Products Alternatives: State Street Global Advisors has created the SPDR Lehman International Treasury Bond ETF... Wealth ADV unified managed account... Practice Tools: Virtual Interoffice Platform... etc. |
Investment Advisor
September 2005
Melanie Waddell |
Retirement Plan Advisor: The Lower Cost 401(k) Option Using exchange-traded funds (ETFs) as investing options in 401(k) plans is becoming increasingly popular as firms realize that ETFs offer participants a lower-cost option than mutual funds. More and more advisors are also acting as investment consultants for fairly large plans. |
Financial Advisor
October 2008 |
Advisor Emporium The latest news from six well known names in the investment management and advisory industry. |
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 Advisor
November 2006 |
Advisor Emporium Partners Focus On European Property... CCA Unveils Web-Based Retirement Plan... Seven SRI Portfolios Launched... Fidelity DAF Lowers Contribution Minimum... 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
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. |
Investment Advisor
January 2009
Kara P. Stapleton |
Upgrades New products and programs: Fidelity Institutional Wealth Services WealthCentral platform... Vanguard will launch the firm's first international small-cap index fund... United Capital Financial Partners acquires three investment advisory firms... 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 Planning
January 5, 2008
Elizabeth O'Brien |
The New Fiduciaries LPL and Fiduciary360 educate advisors on retirement consulting in the Pension Protection Act of 2006 era. |
Financial Advisor
August 2006
Matthew Hougan |
Too Much Of A Good Thing? Do the new leveraged ETFs have a place in the financial advisor's toolbox? |
Financial Advisor
October 2008
Raymond Fazzi |
Independent Power House Kochis Fitz and Quintile Wealth Management LLC complete a merger that, according to its principals, creates the third-largest independent wealth management firm in the nation and the largest in California. |
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
March 1, 2008
John J Bowen |
Getting an Edge For many financial advisors, the choice to offer wealth management services isn't easy. They wonder if wealth management is really worth it. The answer is yes. |
The Motley Fool
February 4, 2010
John Rosevear |
Your Path to Wealth Just Got Simpler The brokerage price war is a boon for retirement investors. |
Registered Rep.
July 23, 2010
Brad Zigler |
An ETF Commission War Is Brewing There's something afoot in the ETF space that's going to challenge reps and advisors to create value-for-money propositions for their services. |
Financial Planning
November 1, 2010
Donald Jay Korn |
Separate Ways As fee-oriented investment management increasingly appeals to advisors and clients, fee-structured accounts are growing apace. Or not, depending on how the terms are defined. |
Financial Advisor
August 2005
Sydney LeBlanc |
ETFs and SMAs: Side By Side Now, separately managed accounts can mean anything, from an entire basket of different separate account managers to an account also holding mutual funds, cash, and exchange-traded funds, or ETFs. Of these companion investment vehicles, ETFs are proving to be one of the most popular. |
Investment Advisor
March 2010
Robert F. Keane |
Changes at the Top for RIA Units at Fidelity and Schwab At a time when growth in the RIA channel has been robust to say the least, the two largest custodians have announced executive changes and restructuring of their units serving RIAs. |
Registered Rep.
March 1, 2008
Stan Luxenberg |
To Short An ETF The increasing variety of ETFs has made it possible to short in ways that could not be done when the Internet bubble burst. |
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
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. |
Investment Advisor
April 2008 |
Upgrades The year-old Rydex Managed Futures Strategy Fund has attracted approximately $400 million in assets... Bear Stearns Asset Management launched the Bear Stearns Current Yield Fund... Sun Life Financial announced several new investment options... |
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. |
Investment Advisor
September 2009
Robert F. Keane |
The Green Advisor: The Wave Is Rising Envestnet's sustainability platform has attracted hundreds of advisors and $400 million in its first year. |
The Motley Fool
February 3, 2011
Dan Caplinger |
How Investors Beat the Great Recession A simple strategy brought many back to even. Many investors use asset allocation strategies to spread their risk across various types of investments. |
Investment Advisor
October 2009 |
Changes Job changes, appointments, and promotions: Benjamin Ledyard... Tim Kochis... Duane Thompson... Steve Fadem... Mick Moloney... William Denton... Ben Jackson... Henry Hu... D. Sean McDade... George Keith... Rebecca Smith... Kristine Neuhauser... Lisa Cerchiaro... |
Financial Advisor
December 2007 |
Frontline News Kochis Fitz To Merge With Quintile... Practicing The Best Practices... United Capital Buys Four Advisory Firms... Herd Mentality Linked With Keeping Up With The Joneses... etc. |
Financial Advisor
July 2011 |
Advisor Emporium Fidelity Launches Advisors' Marketing Program... Vanguard Reduces Investment Minimums... Wells Fargo Provides Consultation Services... etc. |
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 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
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. |
The Motley Fool
June 8, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Barclays struggles to crack 401(k) market... Funds' cash stakes falling... Fidelity chasing market share... |
Financial Advisor
September 2007 |
Advisor Emporium Fidelity Expands Advisor Referral Program... NorthStar 5.0 Streamlines Wealth Management... Roge Select Opportunities Fund Launched... Retirement Gap Tracking Made Easier... QA3 Partners With IPS AdvisorPro... First American Launches Quantitative Funds... |
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. |
BusinessWeek
March 1, 2004 |
Funds In A Feeding Frenzy Exchange trade funds are fine, says manager William Bernstein. But index funds are better |
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. |
Registered Rep.
August 1, 2006
Stan Luxenberg |
From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore. |
Financial Advisor
October 2004
Tracey Longo |
Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying. |
Financial Advisor
July 2005
Raymond Fazzi |
Defining Wealth Management The term "wealth manager" has provided more sizzle than clarity in recent years, as more and more advisors have adopted the name as they transition to more comprehensive practices geared toward affluent clients. |
Financial Advisor
February 2, 2009
Raymond Fazzi |
ETFs As Defensive Plays Advisors say ETFs can be a useful tool when implementing downside protection strategies. |
Financial Advisor
November 2005
Tracey Longo |
All For Advisors Brokerage executives are doing their best to deliver the tools advisors need to move their business to the next level, while still remaining efficient. That includes streamlined technology, investment and rebalancing selections, outsourcing, practice management and business development assistance. |
Investment Advisor
November 18, 2010
Melanie Waddell |
Will ETF Flaws Diminish Their Appeal? The honeymoon period for ETFs is fading |
Financial Advisor
February 2, 2009
Marla Brill |
Handle With Care Inverse and leveraged inverse ETFs can help battle a bear market, but you need to watch them carefully. |
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. |
Registered Rep.
August 1, 2004
Stan Luxenberg |
Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio. |
