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Financial Advisor
July 2004
Gail Liberman |
Muni Bond Funds Vs. Individual Bonds A new study says the funds are cheaper if you actively trade.   |
Investment Advisor
January 2009
Kara P. Stapleton |
B/D Briefings News & Products News, products, and information of interest to broker/dealers. |
On Wall Street
July 1, 2012
Jonathan Hemmerdinger |
MSRB Expands Label of Sophisticated Muni Bond Investor Broker-dealers will not have to make the same disclosures to wealthier, more sophisticated individual investors that they do to other investors under a revised Municipal Securities Rulemaking Board interpretative notice approved recently by the Securities and Exchange Commission. |
Financial Advisor
January 2005
Raymond Fazzi |
Flying Blind In The Bond Market Bond price reporting is improving, but many brokers still hide costs. |
Wall Street & Technology
November 29, 2004
Maria Santos |
Preparing for Real Time As municipal dealers attempt to meet the Municipal Securities Rulemaking Board's December deadline, Lehman Brothers offers a model solution. |
Financial Planning
January 1, 2005
Humberto Sanchez |
The Muni Market Morgan Stanley pays for violating the disclosure rule in failing to disclose to purchasers of municipal bonds that the bonds could be called prior to their maturity dates. |
Investment Advisor
February 2010 |
Upgrades News regarding RIAs, mutual funds, and ETFs. |
Financial Planning
February 1, 2010
Donald Jay Korn |
Individual Issues With savvy strategies and new research, planners can use individual municipal bonds to provide low-risk, predictable cash flow to clients. |
On Wall Street
November 1, 2008
J Gibson Watson |
Opportunities Stirring in the Municipal Market For now, munis are trading at tight premiums to Treasuries -- but don't assume that means they are risk-free |
Financial Planning
May 1, 2008
Andrew Ackerman |
Muni EMMA The Municipal Securities Rulemaking Board launched a pilot version of EMMA, a free, centralized online portal that will eventually provide investors with real-time disclosure and price information on municipal securities. |
Financial Advisor
February 2012
Marla Brill |
Muni Bond ETFs Join The Charge For Yields Despite some concerns, investors are being drawn to muni bond ETFs for diversification, transparency and low costs. |
Financial Planning
June 1, 2008
Dakin Campbell |
UBS to Exit Muni Biz UBS confirms reports that it will exit or sell the institutional municipal securities group in an effort to focus on core client businesses after reporting first-quarter 2008 losses of $11 billion. |
Registered Rep.
July 27, 2011
Diana Britton |
NPH Adopts Social Media Strategy to Help Reps Connect with Clients National Planning Holdings plans to roll out a social media initiative this fall, which will allow its 3,563 reps to use Twitter, LinkedIn and Facebook to communicate with clients. |
Investment Advisor
November 2009
Melanie Waddell |
B/D News A new managed account program... Moves by the SEC... |
The Motley Fool
December 12, 2006
Dan Caplinger |
Crime at the Bond Desk Players in the $2 trillion municipal bond market face investigations. This latest scandal provides a valuable reminder: As investors, you must always be aware of the potential for abuse. |
Registered Rep.
June 6, 2011
Diana Britton |
The New Due Diligence There's a shift towards more of a focus on operational due diligence, rather than just relying on performance and track records. |
Investment Advisor
July 2009
Jonathan Henschen |
Broker/Dealer Briefing: Which B/D Model Works Best? Advisors typically don't have a clue as to what the profit centers are at broker/dealers and, frankly, the broker/dealers would like to keep it that way. |
Investment Advisor
June 2008
Philip Palaveev |
The New Model: The Fee-Only Broker/Dealer Independent broker/dealers must tackle head-on the causes of their frustration if they wish to survive. |
The Motley Fool
September 24, 2007
Amanda B. Kish |
Muni Bond ETFs Take Center Stage If you are looking for a cheap way to get into the municipal bond market, some of these new Muni Bond ETFs might be right for you. |
Investment Advisor
May 1, 2011
Melanie Waddell, AdvisorOne |
Fair Play: The Fight Over Rule 206(4)-5 Advisors are confused -- and angry -- over the SEC's new pay-to-play rule |
Financial Advisor
January 2011
Alan Lavine |
Will Munis Deflate Again? The muni market has been volatile, with governments facing steep revenue declines and fears of higher interest rates. |
The Motley Fool
March 30, 2009
Liz Peek |
Muni Manager Advises: Stay Rich With a worsening tax outlook, even stock jocks should pay attention to municipal bonds. |
Registered Rep.
November 24, 2010
Diana Britton |
Stampede Out Of Municipal Bonds Is Temporary; Reversal Ahead Record municipal bond outflows last week represent a short-term blip in the market, some industry sources say. |
Investment Advisor
October 2009
Chris Ryon |
Not Quite So Risky Business If your clients are invested in municipal bonds, you'd better brush up on how the recession has affected the pricing of those bonds. An exploration of credit risk and pricing in the muni market. |
Financial Planning
December 1, 2010
Sheila Amoroso |
The Truth About Munis With budget woes a daily news staple, state and local governments are taking steps to address the issues. Amid this uncertainty, it's important to understand some truths about investing in munis. |
Entrepreneur
June 2006
Scott Bernard Nelson |
The Long of It The 30-year bond has made a comeback, but individual investors might be better off picking bonds their own size. |
Financial Planning
May 1, 2011
Chris Shayne |
Individual Choice Although it's been hard to compare the transaction costs of individual bonds and bond funds, new research is making it easier. Here's a way to see what it costs individual investors to purchase each type of fixed-income product. |
Financial Advisor
June 2008
Bruce W. Fraser |
No Longer A Wallflower For your clients' fixed-income portfolios, now may be a desirable time to be thinking of investing in simple, plain vanilla investments. |
Financial Planning
April 1, 2005
Scholl & Baldt |
Municipal Mindset Beating the municipal bond market requires the skills of a sleuth. Does your manager have what it takes? |
Investment Advisor
October 2008
George Strickland |
Sleuthing Bonds Municipal bonds are now more likely to move in the opposite direction of Treasury bonds, where before the two markets commonly moved in the same direction. |
Registered Rep.
April 1, 2006 |
Cold Call: Dick O'Brien In this interview, the self-proclaimed "Bond Geek" discusses selling bonds and the bond market in general. |
Financial Advisor
September 2005
Marla Brill |
The Case For Municipal Bonds Improving municipal bond yields could ease investor fear of rising interest rates. |
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. |
Financial Planning
September 1, 2010
Jim Grote |
Bonds for Glory Why invest in bonds? The simplest reason, to borrow a phrase from Willie Sutton, is because that's where the money is. |
The Motley Fool
March 18, 2004
Selena Maranjian |
What's a Bond? Think of bonds as IOUs, or long-term loans. |
Financial Advisor
December 2009
Eric Uhlfelder |
Receding From A Perfect Storm Uncertainty has clouded convictions about some tax-and revenue-based municipal bonds. |
The Motley Fool
March 17, 2008
Morgan Housel |
This Could Be the End of Bond Insurance Just when it started to look a little better, bond insurers face a fatal blow. |
The Motley Fool
November 19, 2010
Dan Caplinger |
Has the Next Meltdown Begun? The municipal bond market is feeling the hurt. |
Financial Planning
June 1, 2013
Donald Jay Korn |
Investing Strategy: Individual Premium Bonds Individual bonds can address some of the interest rate risk found in bond funds. Just make sure the benefits apply to your clients. |
The Motley Fool
September 13, 2007
Dan Caplinger |
Make a Mint With Munis With falling yields elsewhere, municipal bonds look more attractive. Traditionally difficult to buy, it is now a little easier to purchase them with a new ETF, the iShares S&P National Municipal Bond Fund. |
The Motley Fool
April 13, 2010
Dan Caplinger |
The Tax-Smart Answer to Low Interest Rates Municipal bonds aren't risk-free, but they are attractive. |
Financial Advisor
May 2011
Bruce W. Fraser |
Will Muni Bond Funds Make Us Smile Again? Many advisors think the criticism and fear of the municipal bond market is overblown. |
Investment Advisor
October 2007 |
Upgrades LaserFiche has rolled out Intuition... Several mutual funds have begun providing risk/return information using XBRL interactive data... etc. |
Investment Advisor
December 2007 |
Changes The Financial Planning Association announced that Richard Salmen of GTrust Financial Partners... New York Life Investment Management appointed David Bedard as senior managing director... etc. |
The Motley Fool
September 19, 2007
Zoe Van Schyndel |
Muni Madness The first municipal bond ETFs are on the market. With low expense ratios, and tax-exempt interest, they represent an interesting way to invest in muni bonds. |
Financial Planning
August 1, 2007
Matthew Posner |
The Bond Buyer The first municipal bond exchange-traded fund will be up and running by the end of this year as Barclays Global Investors iShares has filed a prospectus with the Securities and Exchange Commission outlining the new investment product. |
Investment Advisor
November 2007 |
Upgrades iShares S&P California Municipal Bond and New York Municipal Bond funds from Barclays begin trading... Morningstar releases new Stewardship Grades for more than 1,000 mutual funds... Rydex launches ETF Essentials... etc. |
Financial Planning
July 1, 2010
Donald Jay Korn |
Handle With Care What could go wrong in the muni market? There are many possibilities. Spreads could widen, interest rates could increase or an upgrade in bond ratings could leave investors paying more for their munis. |
Financial Planning
November 1, 2007
Matthew Posner |
The Bond Buyer The advent of municipal exchange-traded funds this fall brought to the muni market a late September launch of a service offering real-time municipal bond pricing. |
Financial Advisor
September 2010
Riva D. Atlas |
The Muni Minefield Why a diversified portfolio of municipal bonds may be a safe place to invest despite the harsh words against them. |
