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Financial Advisor
March 2008 |
Advisor Emporium Pershing Launches ETC Information Center... Curian Capital Creates Diversification Platform... MassMutual Increases Retirement Offerings... etc.   |
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. |
Financial Advisor
December 2005 |
Advisor Emporium Impact Technologies Launches Retirement Planning System... Vanguard Standardizes Fund Minimum Requirements... Life Settlement Tool Introduced... Goldman Sachs Launches Fund... Three New Funds In Jefferson National's Monument Advisor... etc. |
Financial Advisor
October 2008 |
Advisor Emporium The latest news from six well known names in the investment management and advisory industry. |
Financial Advisor
May 2008 |
Advisor Emporium Jefferson National Offers Annuities Tool... Allianz Life Introduces Annuity Series... PowerShares ETF Listed On NYSE... etc. |
Financial Advisor
April 2007 |
Advisor Emporium NPC Launches ETF-Based 401(k) Program... MG Advisory Launches IMA Platform... Vanguard Launches International Fund... etc. |
Financial Advisor
October 2010 |
Advisor Emporium Vanguard Launches Long-Term Retirement Fund... Jefferson National Offers DFA Funds... EGShares Offers India ETF... FaithShares Creates SMA Portfolios... etc. |
Financial Advisor
March 2007
Raymond Fazzi |
Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors. |
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 Advisor
June 2008 |
Advisor Emporium News: National Financial Launches Self-Clearing Unit... Payden & Rygel Create Equity Fund... Phoenix Creates Low-Cost Annuity... Russell Launches New Fund For Retirees... Wasatch Advisors Re-opens Popular Funds... ALPS Launches New Insurance Products... |
Financial Advisor
October 2011 |
Advisor Emporium Commonwealth Launches New Management System... Lincoln Enhances Series Of Funds... ByAllAccounts And Redtail Form Partnership... etc. |
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... |
Registered Rep.
May 18, 2010
Alan Lavine |
No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow. |
Financial Advisor
June 2011 |
Advisor Emporium Stories from our June 2011 Advisor Emporium: Russell Program Judges Business Health... Paychex Acquires New Company... RBS Launches Exchange-Traded Notes... more... |
Financial Advisor
July 2011
Gail Liberm |
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. |
Investment Advisor
April 2010
Melanie Waddell |
Folio(k) Retirement Platform Includes ETFs Folio Institutional is furthering its foothold in the retirement planning space with the launch of a 401(k) platform using target-date folios of exchange-traded funds (ETFs). |
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, 2005 |
New Products Alternatives... Insurance... Mutual Funds... Practice Tools... |
Financial Advisor
November 2008 |
Advisor Emporium News and Products: Fee And Commission Platform Launches... IVA Creates New Funds... Fidelity Creates Charitable Pool... ICON Offers SMA Portfolios... NPH Offers Streamlined Advisor Platform... Guardian Adds Annuity Rider... |
Registered Rep.
October 1, 2006
Stan Luxenberg |
The Best of Both Worlds Is the line between funds and annuities disappearing? Not yet; regulators and corporate bureaucracies insist on separating the two investments. But in the next decade, the distinctions could blur. |
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. |
Financial Advisor
March 2005 |
Advisor Emporium Allstate Variable Annuity Features Innovative Options... Commonwealth Launches Marketing Campaign... SSgA Launches "Portfolio Constructor" Investment Tool... Fidelity Launches International Fund... etc. |
Financial Advisor
January 2007 |
Advisor Emporium Pershing Launches NetExchange Investor Platform... CurrencyShares ETFs Garner $1 Billion... Fundamentally Weighted Mutual Funds Introduced... New Index Families Hunting Alpha... etc. |
Investment Advisor
May 2010
James J. Green |
Retirement Planning: ING Back Into Retirement Merges units, rolls out new VA, names CEO. |
Financial Advisor
December 2007 |
Advisor Emporium Two Firms Target Fee-Only Advisors... Arrow Launches New Fund... HardAssetsInvestor.com Offers New Tools... PowerShares Offers New Bond Portfolios... etc. |
Financial Advisor
April 2009 |
Advisor Emporium Products of interest to advisors: AdviceAmerica launches ClientVision Web-based client relationship management tool... Genworth Financial Investment Services is launches fee-based, money management platform, Managed Wealth ADVANTAGE... 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. |
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 Planning
November 1, 2007 |
New Products Alternatives: Altin:Fund has created two funds of funds managed futures... Navigator UMA, unified managed account... etc. |
Financial Advisor
July 2007 |
Advisor Emporium Pershing Launches Managed Account Network... John Hancock Adds Allocation Options... Matrix Buys Interest In Research Firm... etc. |
Financial Advisor
January 2011 |
Advisor Emporium New financial products: Altegris Offers Actively Managed Futures... College Planning Tool Available... Securian Partners With 401(k) Advisors... Jackson Introduces LifeGuard Freedom Flex... ETF Securities Offers Combined Metals... more... |
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 Advisor
May 2011 |
Advisor Emporium Curian launches research portfolio... Investors Capital creates VIP desk... USAA expands mutual fund access... |
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 Advisor
July 2005 |
Advisor Emporium Phoenix Launches Program For Advisors To Target Businesses... S&P's CUSIP Service Bureau Launches New Delivery Service... Jefferson National Offers Flat Insurance Fee For Annuities... The Hartford And Protective Offering Term Life Quotes Online... etc. |
Financial Advisor
December 2010 |
Advisor Emporium News: Mutual Of Omaha Provides Coaching... Estate Planning Sites For Advisors... USAA Expands Mutual Funds... MFS Expands Target-Date Funds... Vanguard Creates Real Estate Fund... |
Investment Advisor
March 2010 |
Upgrades News on acquisitions, VAs, ETFs and more: Fusion Advisor Network adds five firms... SunAmerica Retirement Markets adds two GMWBs... Janus Capital Group celebrates 40th anniversary of the Janus Fund... John Bogle releases 10th anniversary edition of this book Common Sense... more... |
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
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
March 2008
Melanie Waddell |
Sweetening the Pot A new report has found that adding a variable annuity with a lifetime guaranteed minimum withdrawal benefit rider to a traditional stock and bond retirement portfolio can increase income while decreasing income risk. |
Financial Advisor
March 2011 |
Advisor Emporium News for advisors: National Financial Adds Partner... MassMutual Encourages Young Savers... OCE Releases Comps Companion... Roumell Introduces Mutual Fund... Peak Advisor Alliance Unveiled... Jackson Introduces LifeGuard Freedom Flex... |
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 Planning
July 1, 2008
Elizabeth O'Brien |
Foundation for Retirement Foundations and endowments can teach advisors strategies for constructing and maintaining retirement income portfolios. Here's a look at how. |
Registered Rep.
September 1, 2005
Kristen French |
Vanguard to Advisors: Let's Snuggle Now that the fund giant's founder is retired, the company is tinkering with its business model to appeal to registered investment advisors, particularly for its VIPER exchange-traded funds (ETFs). |
Financial Advisor
April 2010
Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
Financial Advisor
May 2007
Eric Rasmussen |
What's New At The Custodian Custodians are continuing to offer new services for fee-only planners in their efforts to woo RIAs. |
Financial Advisor
December 2008 |
Advisor Emporium New products of interest to the financial advisory industry. |
Financial Advisor
November 2012 |
Advisor Emporium Taylor Xplor Managed Futures Strategy Fund... J.P. Morgan Introduces Re-enrollment Analyzer Tool... MFS launches Equity Income Fund... |
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. |
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... |
