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Investment Advisor
November 2009
Melanie Waddell |
Danger & Opportunity: Crafting a Better Target Date Fund A conversation with Bob Reynolds about Putnam's revamped target date funds as well as the investing environment in general.   |
Registered Rep.
November 10, 2010
Diana Britton |
Advisor Appetite For Absolute Return Growing While growing, advisors surveyed still largely view absolute return as a satellite holding, with only 16 percent viewing it as a core holding. |
Financial Advisor
August 2, 2010 |
Advisor Emporium New Products: Fidelity Launches New Resource... Schwab Rolls Out Reporting Tool... Putnam Funds Top $2 Billion... New Investment Entity Created... MarketCounsel Creates Virtual Vault... Securities America Launches Tools... |
Registered Rep.
May 3, 2011
Diana Britton |
Rising from the Ashes: Putnam Makes Comeback With Advisors Since 2008, Putnam's assets have grown from $39.8 billion to $69 billion as of the end of March. |
Financial Advisor
September 2012
Eric Rasmussen |
Absolute Tonic Water? Fund firms are offering an apple to investors: absolute positive returns. |
Investment Advisor
July 2007
Green & Keane |
TD Ameritrade to Acquire Fiserv's Advisor Unit Under the complicated deal that will break up Fiserv ISS, TD Ameritrade will pay $225 million in cash for the operation. |
BusinessWeek
December 1, 2003
Robert Barker |
For Putnam's Parent, Limited Damage Putnam's low-profile parent, Marsh & McLennan, strikes me now as an opportunity. |
Investment Advisor
July 1, 2011
John Sullivan |
Catching up with... Bob Reynolds In June 2008, Bob Reynolds, the former Fidelity Investments vice chairman and COO, joined Putnam Investments. His impact was nearly immediate. |
Financial Advisor
December 2009
Evan Simonoff |
Absolute Return Obsession With the correlation landscape changing, the interest in absolute return funds is growing. |
Financial Planning
August 1, 2008
William Harding |
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments. |
On Wall Street
September 1, 2011
Elizabeth Wine |
Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds. |
Financial Advisor
June 2004
Fuss & Hyll |
What You Don't Know About TIPS Are Treasury Inflation Protected Securities always tops? Not in a low inflation environment. |
Bank Systems & Technology
October 22, 2008
Peggy Bresnick Kendler |
DTCC, LCH.Clearnet Announce Plans to Merge and Create Single Clearing House The merger proposal aims to create the world's leading clearing house, and should result in significant synergies and efficiency gains. |
Registered Rep.
December 23, 2003
David A. Gaffen |
Smith Barney's Unified Managed Accounts Raises $500 million Though still in its infancy, Smith Barney's unified managed account has gathered more than $500 million in assets in just two-and-a-half months. The UMA has been heralded as the next stage in the managed account arms race. |
Registered Rep.
April 18, 2011
Diana Britton |
Move Over Morningstar: Advisors Tout Ease of Use of Putnam's New Fund Tool Putnam Investments rolls out its new FundVisualizer, an open-architecture tool that allows advisors to research and compare over 10,000 mutual fund and ETF offerings through a web-based interface. |
Investment Advisor
August 2009 |
Changes Ram Subramaniam named managing director products TD Ameritrade... Robert L. Reynolds replaces Charles Haldeman, Jr. as chairman Putnam Investments... John Buoymaster new president of Hall Capital Partners... Ernest Jordan joins Symetra Financial as managing director... more... |
Investment Advisor
March 2008
Kathleen M. McBride |
A Fortified TD Ameritrade There's lots of support for the fiduciary advisor-client relationship at the newly strengthened TD Ameritrade. |
BusinessWeek
April 3, 2006
Catherine Yang |
Inflation: What You Foresee Is What You Get Expectations of future price hikes may play a big role in how much and how fast the Fed raises rates. |
Financial Advisor
August 2008
Ken Ziesenheim |
The Real Thing Investment returns need to be evaluated after taxes, expenses and inflation -- but few do that. |
Investment Advisor
July 2006
Melanie Waddell |
Retirement Planning: Retirement Advisor Profile Novice unified managed accounts (UMAs): just right for retiring boomers. |
The Motley Fool
August 3, 2005
Tom Taulli |
Putnam Just Says "No" Providian shareholder Putnam Investments put out a press release indicating its displeasure with the proposed Washington Mutual purchase of Providian. But even with a "no" vote, an activist role is unlikely from the mutual fund. |
The Motley Fool
December 26, 2007
Selena Maranjian |
The Inflation Rate May Not Be 15,000% ... Pay attention to the inflation rate. Even a 2% increase affects your investments. |
BusinessWeek
April 26, 2004
Christopher Farrell |
Why The Specter Of Inflation Shouldn't Scare Investors In this recovery, higher prices could signal pricing power -- and a boost in profits |
Financial Planning
January 1, 2007
Elizabeth O'Brien |
White Paper - The Danger in Default Options Default investment options with higher risk exposures can cause two negative outcomes: plan attrition, where participants lose capital soon after enrolling and become disillusioned; and/or plan participants suffer heavy losses in capital shortly before retirement. |
The Motley Fool
May 13, 2004
Steven Mallas |
Picking on Putnam Once again, Putnam is in the Spitzer spotlight, and once again, I decide to hold onto my Putnam fund. |
Registered Rep.
April 1, 2007
John Churchill |
Can Schwab's RIA Empire be Toppled? Last year the online-broker-turned-advice-provider extended an already massive lead over rivals Fidelity and TD Ameritrade in RIA asset gathering. Is there no challenger to Schwab's throne? |
Registered Rep.
June 1, 2006
Kristen French |
60 Seconds with Tom Bradley In this interview, the president of the Institutional division of TD Ameritrade talks about his opinion of the new broker/dealer exemption. |
The Motley Fool
March 23, 2004
Dayana Yochim |
Avoid Inflation Deflation So how do you figure out how big of a drag inflation will be in retirement? Don't leave it to chance: Incorporate inflation into your calculations. |
Financial Advisor
November 2005 |
Frontline News First Allied To Finance Reps' Acquisitions... CFP Board Names Three New Members... Bradley Heads Merged TD Ameritrade Advisory Unit... Fidelity Upgrades Advisor CHANNEL Platform For RIAs... etc. |
Wall Street & Technology
November 23, 2009
Ivy Schmerken |
Derivatives Clearing Gives Congress Fits Congress is working on legislation for OTC derivatives reform, but there is still no agreement on mandatory clearing of standardized instruments or on how exotic instruments will be handled. |
The Motley Fool
May 4, 2004
Zeke Ashton |
All You Need to Know for Value Investing The author rounds out the 10 commandments of value investing. In the final installment of a three-part series on value investing's key principles, he examines three key concepts -- absolute returns, monitoring the business, and knowing when to sell. |
Fast Company
June 2002
Bill Breen |
Stock Futures Jerry Putnam is working to build an alternative to the Wall Street trading establishment. He's a maverick, but he's not a wild-eyed revolutionary. And his backers include some of the biggest names in finance... |
Investment Advisor
March 2009
James J. Green |
News: A Sense of Resolve? Among RIAs and broker/dealers, the need to move ahead trumps market uncertainty. |
Registered Rep.
October 24, 2005
Halah Touryalai |
UMAs: The Next Big Thing The unified managed account appears to have all the ingredients needed for delivering a fully diversified, customized portfolio for the tax-sensitive retail investor -- albeit at a princely price to the client. |
The Motley Fool
January 20, 2010
Rick Aristotle Munarriz |
Discount Brokers on Parade TD AMERITRADE hits even when it misses. |
Investment Advisor
September 2007
Susan L. Hirshman |
Me? Worry About Inflation? Now may be a good time to raise the inflation issue with financial advisory clients. |
Registered Rep.
January 21, 2011
Stan Luxenberg |
Fund Families Rolling Out Absolute Return Funds Seeking to reach skittish investors, fund companies have been introducing a wave of absolute return funds. |
