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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.
Investment Advisor April 2009 Vaughan Scully	The ETF Advisor: Socially Responsible Investing The first installment of a new monthly feature
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.
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.
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.
Financial Planning September 28, 2009 David J. Drucker	From SRI to ESG For years, the myth persisted that SRI funds underperform their mainstream counterparts while requiring additional research, making clients who request such investments a burden to service.
On Wall Street August 1, 2009 Elizabeth Wine	SRI Plows the Path to Profitability Advisors need to know about the trends that have intertwined under the broad umbrella of socially responsible investing in order to help clients interested in going down this path.
Financial Advisor June 2009 Marla Brill	ETF Portfolios To Go ETF portfolio management services pitch to financial advisors.
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 March 2012 Paul Ellis	Distinguishing Yourself You can attract clients by offering sustainable investing strategies. Here are some key concepts and marketing approaches.
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.
Investment Advisor December 2008 James J. Green	The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future.
Financial Advisor April 2010 Marla Brill	A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios.
Financial Advisor September 2011 Marla Brill	Behind The Scenes They may not advertise it, but more mainstream money managers are quietly looking at environment, social and governance issues when choosing investments.
Investment Advisor September 2005 Kathleen M. McBride	But Are They a Good Deal? MFS asset allocation funds pass the three-year mark and get high ratings from S&P.
Investment Advisor April 2009 Bob Clark	Clark at Large: Timing Is Everything Now that (nearly) all asset classes have sunk, advisors are rethinking their investment strategies.
Investment Advisor August 2008 Melanie Waddell	Time for an Alternative The volatile market is sparking more use of alternative assets
Registered Rep. November 1, 2006 Stan Luxenberg	Off-the-Rack Risk Control? Although state 529 plans may look the same on the surface, in reality their asset allocations -- although similarly described -- could be very different. The appeal of age-adjusted 529 plans is that you don't have to do much.
Financial Planning September 1, 2009 Paul Menchaca	Income from Where? Financial advisors are realizing the mean variance efficient frontier model is flawed for retirement planning. The main shortcoming is its focus on a portfolio's risk-return tradeoff in terms of returns rather than generation of sustainable income.
Financial Planning September 1, 2011 Donald Jay Korn	Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category.
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.
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.
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.
Investment Advisor June 1, 2011 Barnes & Welsh	Why You Need to Build a Sustainable Business If clients want to put their money in socially responsible investments, wouldn't they want to invest with a socially responsible advisor, too?
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
Investment Advisor December 2006 Robert F. Keane	Hearts & Minds Ultimately, socially responsible investing is just another tool that advisors can use to help clients achieve their financial goals.
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 Advisor June 2007 Raymond Fazzi	SRI's Meaning Keeps Growing SRI assets continue to balloon, even as the debate about performance continues to bubble.
Financial Advisor March 2006 Marla Brill	Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors.
Registered Rep. February 8, 2012 Charles Paikert	Big Impact: Clients Turn to Socially Responsible Investing For the uninitiated, socially responsible investment funds are funds that screen potential investment targets for things like environmental impact, corporate governance or employment policies.
The Motley Fool July 22, 2010 Amanda B. Kish	AARP Has Liquidated You. Now What? AARP gets out of the mutual funds business.
Investment Advisor August 2006 Kathleen M. Mcbride	News: Ibbotson on Asset Allocation Here Roger Ibbotson, chairman and CEO of hedge fund Zebra Capital Management, discusses how advisors can guide their clients to retirement portfolio allocations that fund longer retirements, as well as keep them comfortable when markets gyrate.
Financial Advisor September 2010 Carty & Carty	Both Sides Of The Ledger Barra co-founder Andrew Rudd is helping advisors build portfolios that balance client resources against future claims.
The Motley Fool July 1, 2010 John Rosevear	You Need This Offbeat Investment Some funds -- which Morningstar calls "moderate allocation" funds -- take nonstandard approaches to investing: Some take short positions, some buy and sell options, some invest in commodities, some combine all of the above and more.
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.
Financial Planning November 1, 2009 Donald Jay Korn	Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts.
Investment Advisor April 2010 James J. Green	Ibbotson Says Asset Allocation and Diversification Held Up While many investors and advisors believe that asset allocation and diversification failed during the markets and economic crisis of 2008-2009, Roger Ibbotson begs to differ.
Registered Rep. January 27, 2011 Stan Luxenberg	Don't Dump Your Muni Mutual Funds The municipal default rate remains tiny, and yields on high-quality bonds are relatively rich.
The Motley Fool April 6, 2011 Dan Caplinger	5 ETFs for the Socially Responsible Investor You can do good and still make a profit from your investing with these socially responsible ETFs.
Registered Rep. November 1, 2005 Kevin Burke	Actively Adding Value to Passive Investments Separately managed accounts that invest exclusively in exchange-traded funds are vying for a place at the advisory table, as an increasing number of money managers look to cash in on the popularity of these very cheap, very liquid investments.
Financial Planning December 1, 2009 Donna Mitchell	NY Life Woos RIAs Michael Gordon has plans to turn around New York Life's RIA division, 800-advisor Eagle Strategies of Bedford, Texas.
Financial Planning October 1, 2006 Joshua M. Kaplan	Out of Balance The mutual fund universe is quite expansive, with multitudes of funds that have reasonable initial investment minimums. By opting for a balanced fund, clients need to understand that they are relinquishing control of their allocation.
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
Investment Advisor September 2009 Mike Patton	Tactical Versus Strategic In strategic asset allocation, long-term capital expectations are integrated with a client's goals and a target allocation is established. With tactical asset allocation, adjustments are made based on short-term expectations for an asset class.
The Motley Fool February 6, 2009 Dan Caplinger	The Investing Secret You Need to Know A winning mutual fund strategy boils down to asset allocation.
On Wall Street November 1, 2011 Anthony Eames	SRI Strategies Move From Niche To Mainstream Here's a provocative statement: in 10 years, nearly all investment strategies will involve some form of sustainable and responsible investment.
The Motley Fool February 23, 2007 Dan Caplinger	Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.
Financial Planning June 1, 2010 David E. Adler	Looking for the Source What explains portfolio returns? Roger Ibbotson questions whether asset allocation is as powerful as planners think.
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.
Financial Planning November 1, 2005 Marion Asnes	Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work.