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Registered Rep. September 30, 2014	Advisor Views on ETFs As exchange traded funds continue to take more market share, the number of advisors using the structure increased to 84 percent in 2014, up from 82 percent in 2013.
Investment Advisor January 2007 Ivanova & Kahler	The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas.
Registered Rep. October 31, 2014	Advisor Views on Alternatives While 70 percent of advisors recommend some form of alternative products to their clients, it's a select group.
Investment Advisor November 2007 Kara P. Stapleton	ETF Education The industry has fallen short in informing investors about exchange-traded funds, according to a Rydex survey of 500 mutual fund investors.
Registered Rep. March 1, 2006 David A. Geracioti	To Increase Revenue Increase Time Spent With Clients Clients are happier when financial advisors pay close attention to them, and new research suggests that this can manifest itself in more business.
Registered Rep. September 30, 2009 David A. Geracioti	Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled.
Investment Advisor October 2008 Maya Ivanova	War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses.
Investment Advisor April 2006 Maya Ivanova	Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements.
Investment Advisor August 2008 Kara P. Stapleton	Ups & Downs of ETFs Here are some of the results of a joint survey of investment professionals exploring the impact of exchange-traded products on the financial advisory business.
Financial Planning October 1, 2010 Donna Mitchell	ETFs' Rising Despite a slight increase in mutual fund allocations this spring, ETFs are the real ascendant investment instruments.
On Wall Street September 1, 2010 Aarti N. Maharaj	Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.
On Wall Street June 1, 2011 Carl Resnick	ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available.
Financial Advisor June 2009 Marla Brill	ETF Portfolios To Go ETF portfolio management services pitch to financial advisors.
Investment Advisor March 2007 Robert F. Keane	Catching up with... Tim Meyer To get a handle on what's happening in the world of ETFs -- where assets grew 40% in 2006 to $422 billion -- here is an interview with the ETF business manager for Rydex Investments.
Financial Planning October 1, 2009 Donna Mitchell	ETFs Activated A new white paper examines the performance of exchange-traded funds (ETFs) from 1998 to 2008, and provides insight into what is ahead for ETFs.
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	More Advisors Embrace Alternatives Advisors are increasingly turning to alternative investments, not as a source of outsized returns, but rather to provide true diversification to clients' portfolios.
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
Investment Advisor November 2009 James J. Green	Advisors Need to Think More Broadly, Act More Creatively In the tenth iteration of the Rydex AdvisorBenchmarking study lessons from the crisis can be gleaned.
Registered Rep. October 8, 2014 Diana Britton	Are Advisors Disillusioned with Alternatives? According to WealthManagement.com's 2014 AdvisorBenchmarking RIA Trend Report, fewer RIAs are using alternatives in their client portfolios this year than last.
Financial Advisor October 2005 Matthew Hougan	Shorting ETFs Gets Sold Short Although many advisors are reluctant to short exchange-traded funds (ETFs), it's important to remember that ETFs are less risky on the short side than individual stocks, as they are not susceptible to short squeezes.
Financial Advisor September 2005 Raymond Fazzi	A Question Of Trust Custodians square off in a newly competitive trust services market.
Registered Rep. November 4, 2011 John Aidan Byrne	Rep-as-Portfolio Manager Programs Taking Off Despite the compliance hurdles, more than one third of financial advisors see direct handling of clients' assets by FAs acting as their portfolio managers clearly outpacing other fee-based management styles in the next three years.
Financial Advisor April 2007 Matt Hougan	Layer Upon Layer With the surging interest in exchange-traded funds, it was only a matter of time until someone decided to package them together into a fund-of-funds structure. But are they the best option for your financial advisory clients?
Investment Advisor November 2009 Angela Herbers	The Fast Track: The M Word Cometh Older and younger advisors both have a new appreciation for marketing.
Registered Rep. April 28, 2011 Diana Britton	Investors Focused on Managing Risk in Fixed Income With interest rates and inflation expected to rise in the months ahead, investors and advisors are focusing their attention on managing the risks in their fixed income portfolios
Financial Planning September 1, 2009 Donna Mitchell	Roame on RIAs Conversations about change in the registered investment advisory space are constant these days, thanks to volatile markets, new products and demographic shifts. What sort of future will these changes create for the industry?
Investment Advisor January 2007 Bob Clark	The Trust Threat Financial advisors need to rethink adding trust services to their offerings.
Investment Advisor March 1, 2011 Savita Iyer-Ahrestani	Growing Choice, Shrinking Globe Thanks to burgeoning of the index-based global ETF industry, many of today's country and sector specific ETFs are so narrow and so focused that they allow both advisors and investors to have an increasingly targeted and tactical approach to international investing.
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 Planning January 1, 2010 Donna Mitchell	Articulate Your Value A majority of financial advisory clients have been very satisfied with the performance of their providers since the onset of the financial crisis and market meltdown, but almost 10% of clients are neutral or dissatisfied.
Registered Rep. October 30, 2015	The State of Independence: ETF Plays Advisors' knowledge of exchange traded funds is lacking.
Investment Advisor November 2005 Bob Clark	Clark at Large: Boom Time If you're like most financial advisors, your baby boomer clients will pose a significant challenge in the years to come, both in the way you manage client portfolios and your practice.
Financial Planning March 1, 2013 John J. Bowen, Jr.	For Advisors, a Client-Centered Shift More advisors are shifting toward a broader approach and away from investment management.
Investment Advisor November 18, 2010 Melanie Waddell	Will ETF Flaws Diminish Their Appeal? The honeymoon period for ETFs is fading
Registered Rep. March 1, 2012 Diana Britton	Yield of Dreams: Could Pimco's New Active ETF Turn Advisor Heads? Could the new PIMCO fund be the bellwether active ETFs need to gain traction among advisors?
Investment Advisor March 2009 Bob Clark	We Can Be Heroes One of the only bright spots we've seen has been those firms offering ETFs that short the markets, use leverage, or track commodities indexes.
Financial Advisor December 2011 Marla Brill	Still Ahead ETF assets have more than quadrupled since 2004, but mutual funds are still favored by advisors.
On Wall Street April 1, 2010 Elizabeth Wine	ETFs and Closed-End Funds: New Strategies for a New Day The range of ETFs continues to grow and advisors are graduating to the next level of sophistication, from the traditional use of gaining quick access to a sector or country, to now delivering alpha to clients.
Registered Rep. March 4, 2011 Diana Britton	New ETF Tools Could Boost ETF Assets, Smaller ETF Players New ETF analysis tools introduced last month from Morningstar and IndexUniverse may attract more assets to ETFs and expand the pool of ETFs that financial advisors use in client portfolios, said three ETF consultants
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.
Investment Advisor June 2009 Bob Clark	Embracing Change Many clients just aren't comfortable riding out the kind of volatility that most investment markets experience from time to time.
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.
Investment Advisor September 2006 Mark Tibergien	Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.
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 October 2012 Marla Brill	Don't Rule Out Smaller ETFs Many have unique investment methodologies that offer alternatives to traditional indexes.
Financial Advisor March 2006 Marla Brill	Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors.
Registered Rep. April 29, 2015 Diana Britton	Advisor Views on The Economy We recently surveyed over 2,000 advisors across channels about their views on the economy and business as part of its 2015 AdvisorBenchmarking All-Channel Report. Here's what they had to say.
Financial Advisor February 2012	Social Media Losing Some Appeal With Financial Advisors Despite the hype about the benefits social media can bring to financial advisors, most advisors don't find it very useful in their businesses.
Financial Planning May 1, 2012 Joseph Lisanti	Fight Night: ETFs vs. Open-End Funds Traditional mutual funds and ETFs may seem like competitors in a fight to the death. But the truth is, the two products coexist in most portfolios.