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The Motley Fool
September 1, 2010
Amanda B. Kish |
How to Win at the ETF Game Make cost one of your primary objectives when shopping for exchange-traded funds or other investments.   |
Financial Advisor
July 2011
Marla Brill |
Schwab's Low-Cost ETF Gamble Schwab is undercutting competitors with low fees, but still faces a challenge in differentiating its ETFs from those offered by more established players. |
Registered Rep.
July 23, 2010
Brad Zigler |
An ETF Commission War Is Brewing There's something afoot in the ETF space that's going to challenge reps and advisors to create value-for-money propositions for their services. |
Financial Planning
August 1, 2010
Joel P. Bruckenstein |
Waiting for "Intelligent Integration" This spring, Schwab Advisor Services announced the launch of "Project C"-an ambitious technology initiative designed to deliver high-quality, integrated solutions to advisors. |
Registered Rep.
March 23, 2015
Ryan W. Neal |
Schwab Reveals Intelligent Portfolios For Advisors Schwab is making the technology the backbone of an account management tool for registered investment advisors. |
The Motley Fool
May 20, 2010
Dan Caplinger |
Make the Most of Free Schwab ETFs Can the first discount broker stand up to its competition? |
Financial Advisor
February 2004
Sydney LeBlanc |
Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms. |
Financial Planning
January 1, 2013
Allan S. Roth |
ETF Fees Drop Amid Competitive Battle In a remarkably short period, the playing field for the lowest-cost ETFs has changed dramatically. |
Financial Advisor
July 2012
Tom Lydon |
In The ETF Price War, Investors Win Advisors have many options for helping clients save on fees. |
Financial Advisor
April 2007 |
Advisor Emporium NPC Launches ETF-Based 401(k) Program... MG Advisory Launches IMA Platform... Vanguard Launches International Fund... etc. |
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. |
Investment Advisor
August 2006 |
Upgrades The Fidelity Charitable Gift Fund announced the Charitable Investment Advisor Program... Dan Skiles, chief of technology for Schwab Institutional, said that as of May 1, more than 500 Schwab-affiliated advisory firms... etc. |
The Motley Fool
August 13, 2010
Amanda B. Kish |
Must-Read Mutual Fund News The week's happenings in the mutual fund industry. |
BusinessWeek
October 21, 2010
Christopher Condon |
Vanguard Outdraws BlackRock and State Street Vanguard's ETFs, with their low fees, are taking business from the ETF leaders. |
The Motley Fool
March 15, 2011
Dan Caplinger |
Are These ETFs Truly the Best? Schwab unveils its select list of ETFs. |
Financial Advisor
December 2008 |
Advisor Emporium New products of interest to the financial advisory industry. |
The Motley Fool
June 25, 2010
Dan Caplinger |
The ETF Wars Are Getting Silly Having more choices isn't always better for investors. |
The Motley Fool
May 5, 2010
Dan Caplinger |
Vanguard Enters the Broker Wars The fund giant undercuts the competition and offers free ETFs. |
Registered Rep.
August 26, 2011
Jerry Gleeson |
Schwab Apologizes Over Sales Pitch to Advisor Clients Schwab found itself apologizing for violating its own policy of pitching portfolio products to retirement plan sponsors who were clients of retail financial advisors and turnkey asset management programs that have custodial relations with the firm. |
Financial Advisor
December 2011
Marla Brill |
Still Ahead ETF assets have more than quadrupled since 2004, but mutual funds are still favored by advisors. |
Registered Rep.
February 19, 2010
Stan Luxenberg |
How To Size Up An ETF Advisors remain divided about ETFs. At one end of the spectrum a growing number of advisors are putting all their assets in ETFs. At the other extreme are those who steer completely away from the funds. A third group shops selectively. |
Investment Advisor
June 2006 |
Upgrades At the Fidelity Brokerage Company's Executive Forum, President Ellyn McColgan said FBC is increasing overall technology spending to $950 million... A report reveals that advisors fleeing the wirehouses are primarily interested in... etc. |
The Motley Fool
August 12, 2010
Amanda B. Kish |
3 New ETFs Worth Buying Here are three new ETFs worth a second look. |
Financial Advisor
March 2012 |
Advisor Emporium Folio Introduces Portfolio Unitization Solution... Goldman Sachs Offers Rising Dividend Fund... Connors Group Unveils Machine Advisor... iShares Expands Dividend ETF Offerings... Securities America Signs With ReferralPod... MacMillan Social Created... |
The Motley Fool
June 15, 2010
Dan Caplinger |
Who Will Win This Race to the Bottom? As ETFs get cheaper, you win. After three major brokerages have come out with offers allowing their customers to trade certain ETFs on a commission-free basis, now Charles Schwab has fired another salvo hitting another hot-button issue: fund expenses. |
Financial Advisor
October 2010 |
Frontline News New SEC requirements that financial advisors create a plain-English version of Form ADV Part 2... Fiduciary Standard Lobbying Season... Does Schwab's Purchase Of An RIA Portend A New Trend?... etc. |
Financial Advisor
July 2007 |
Advisor Emporium Pershing Launches Managed Account Network... John Hancock Adds Allocation Options... Matrix Buys Interest In Research Firm... etc. |
Investment Advisor
October 2007
Neal Ringquist |
Tech Tools There are a number of reoccurring concerns that rank high among the challenges that today's financial services institutions and advisory firms are looking to address. A software company president discusses how to solve those niggling problems stunting your growth. |
Financial Advisor
November 2003 |
Advisor Emporium Lockwood Advisors Launches MDA And Wrap Program... S&P Improves Database... Investors Capital Expands... Income From Equipment Leases... etc. |
Financial Advisor
October 2011 |
Advisor Emporium Commonwealth Launches New Management System... Lincoln Enhances Series Of Funds... ByAllAccounts And Redtail Form Partnership... etc. |
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. |
The Motley Fool
February 3, 2010
Dan Caplinger |
The Answer You've Been Waiting For Back in November, Charles Schwab announced that it would introduce exchange-traded funds of its own. Fidelity answers Schwab with an even better deal for investors. |
Registered Rep.
June 25, 2010
Jerry Gleeson |
Vanguard Broadens ETF Platform The company that made its reputation with low-cost indexed investments said it will launch 19 new index funds and related ETFs over the next year, as well as an ETF that tracks its $91 billion Vanguard 500 Index Fund. |
Financial Advisor
November 2009 |
Advisor Emporium New organization will act as a liaison between investment advisors and asset managers... Grail Creates New ETFs... iShares Announces New Fund... Islamic Developing World Fund Offered... State Street Global Launches ETF... more... |
The Motley Fool
April 20, 2011
Amanda B. Kish |
2 New ETFs You Should Own The picks of the newest crop of ETFs. |
Financial Advisor
June 2012 |
Advisor Emporium State Street launches Upromise 529 plan... Ishares launches new income-focused ETFs... Pyxis Capital introduces Natural Resources Fund... |
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. |
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
December 2011
Joel P. Bruckenstein |
Schwab's New View Schwab unveils its turnkey solution to integrate systems in advisors' offices. |
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. |
The Motley Fool
May 18, 2010
Dan Caplinger |
These 5 Free Vanguard ETFs Make a Winning Portfolio What's the best way for ordinary investors to create a diversified portfolio using solely Vanguard ETFs? Here's one possible lineup. |
Financial Advisor
November 2006
Eric Uhlfelder |
Foraging For Funds Abroad Here's what to consider when selecting international funds for your financial advisory clients. |
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. |
Investment Advisor
February 2010
James J. Green |
Schwab Keeps Up the Price Pressure Cuts equity commissions to $8.95 per trade; rolls out more commission-free ETFs. |
The Motley Fool
May 19, 2010
Dan Caplinger |
How to Win With Fidelity's Free iShares ETFs Rather than going the same route as Schwab and Vanguard -- by offering in-house funds -- Fidelity has decided to make a partnership deal with ETF provider iShares. |
Investment Advisor
December 2005
Andrew Gluck |
The Gluck Report, Part I: The Big Three's Tech Plans for 2006 New tech initiatives from the leading custodians have lots of features aimed at attracting and winning over RIAs without making them feel like they're losing their independence. We talk to the tech heads at Schwab, Fidelity, and TD Waterhouse. |
Investment Advisor
March 2007
Kara P. Stapleton |
March 2007 Charles Schwab has launched Schwab Advisor Portfolio... Vanguard has filed with the SEC to offer exchange traded shares... A new level of membership launched at myStockOptions.com... etc. |
The Motley Fool
November 4, 2009
Dan Caplinger |
This Will Change the Way You Invest Charles Schwab is preparing to offer ETFs in a way that few have seen before: free of charge. |
Financial Advisor
February 2, 2009
Sherri Scordo |
Advisor Emporium Pershing assists advisors going independent... New advisors receive technology assistance... FPA offers best practices tools... Direxion enters ETF market... Foliodynamix joins communications gateway... Scottrade adds portfolio director... |
Financial Advisor
November 2010 |
Advisor Emporium News items from investment advisory firms and new fund offerings. |
