MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
Registered Rep.
September 30, 2014
Advisor Views on ETFs As exchange traded funds continue to take more market share, the number of advisors using the structure increased to 84 percent in 2014, up from 82 percent in 2013. mark for My Articles similar articles
Financial Advisor
October 2005
Matthew Hougan
Shorting ETFs Gets Sold Short Although many advisors are reluctant to short exchange-traded funds (ETFs), it's important to remember that ETFs are less risky on the short side than individual stocks, as they are not susceptible to short squeezes. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
August 2005
Sydney LeBlanc
ETFs and SMAs: Side By Side Now, separately managed accounts can mean anything, from an entire basket of different separate account managers to an account also holding mutual funds, cash, and exchange-traded funds, or ETFs. Of these companion investment vehicles, ETFs are proving to be one of the most popular. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
May 2004
C. Michael Cart
Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
February 2, 2009
Raymond Fazzi
ETFs As Defensive Plays Advisors say ETFs can be a useful tool when implementing downside protection strategies. mark for My Articles similar articles
Financial Advisor
April 2007
Matt Hougan
Layer Upon Layer With the surging interest in exchange-traded funds, it was only a matter of time until someone decided to package them together into a fund-of-funds structure. But are they the best option for your financial advisory clients? mark for My Articles similar articles
Financial Planning
October 1, 2009
Donna Mitchell
ETFs Activated A new white paper examines the performance of exchange-traded funds (ETFs) from 1998 to 2008, and provides insight into what is ahead for ETFs. mark for My Articles similar articles
Financial Advisor
April 2010
Marla Brill
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. mark for My Articles similar articles
Financial Planning
March 1, 2010
Craig L. Israelsen
A Yale Tale The venerable Yale Endowment Fund serves as a performance benchmark for pension managers, endowment fund managers and money managers. mark for My Articles similar articles
Investment Advisor
March 2007
Robert F. Keane
Catching up with... Tim Meyer To get a handle on what's happening in the world of ETFs -- where assets grew 40% in 2006 to $422 billion -- here is an interview with the ETF business manager for Rydex Investments. mark for My Articles similar articles
Financial Planning
November 1, 2009
Stacy Schultz
ETFs' Glory Days At a time when the market was swinging by hundreds of points a day, exchange-traded funds (ETFs) offered a more secure alternative. mark for My Articles similar articles
Financial Planning
February 1, 2005
Donald Jay Korn
New Directions Exchange-traded funds offer strategic advantages to financial planners who believe in active management, as well as those who favor indexing. mark for My Articles similar articles
Entrepreneur
January 2006
Dian Vujovich
Hot Stuff The mercury's rising on exchange-traded funds. mark for My Articles similar articles
The Motley Fool
August 14, 2008
Zoe Van Schyndel
ETF Investing on Autopilot Now ETFs are buying shares of other ETFs. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
November 18, 2010
Melanie Waddell
Will ETF Flaws Diminish Their Appeal? The honeymoon period for ETFs is fading mark for My Articles similar articles
Financial Advisor
June 2009
Marla Brill
ETF Portfolios To Go ETF portfolio management services pitch to financial advisors. mark for My Articles similar articles
Investment Advisor
February 2008
The ETF Solution Forward-thinking companies and their advisors are increasingly allowing 401(k) plan participants to leverage the benefits of ETFs. mark for My Articles similar articles
Investment Advisor
August 2008
Melanie Waddell
Time for an Alternative The volatile market is sparking more use of alternative assets mark for My Articles similar articles
The Motley Fool
May 12, 2010
Dan Caplinger
Look What Financial Innovation Got Us Now As the number of ETFs continues to grow, it seems as though new fund offerings are hitting a point of diminishing returns, not providing enough additional value to justify their cost. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
November 1, 2008
Donald Jay Korn
ETFs After the Fall The impact of the equities market shocks in September and October on ETF asset accumulation isn't yet known; and what the impact of the change in the general investment climate this fall will be on ETFs is anybody's guess. mark for My Articles similar articles
Financial Advisor
June 2009
Sherri Scordo
Advisor Emporium Genworth Financial Wealth Management is enhancing its investment management platform to help advisors through the current challenging market mark for My Articles similar articles
Financial Advisor
January 2006
Sydney LeBlanc
Breaking The Mold The new SMA environment will allow advisors to demonstrate in a truly value-added fashion that they bring a great deal of expertise to the table from which clients can benefit. mark for My Articles similar articles
Financial Planning
September 1, 2009
Geoff Considine
Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide. mark for My Articles similar articles
Registered Rep.
June 10, 2011
Diana Britton
Pershing: Getting Client Assets Off the Sidelines Though the market has been in recovery mode for some time, many investors are still afraid to dive back in and are holding their cash on the sidelines. To get them back in the game, advisors should reset future expectations. mark for My Articles similar articles
Financial Advisor
October 2012
Marla Brill
Don't Rule Out Smaller ETFs Many have unique investment methodologies that offer alternatives to traditional indexes. mark for My Articles similar articles
The Motley Fool
January 19, 2010
Amanda B. Kish
The Hottest Trillion-Dollar Investment Read these tips before jumping into the popular world of exchange-traded funds. mark for My Articles similar articles
Financial Advisor
March 2006
Marla Brill
Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2004
Christopher M. Wright
Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios. mark for My Articles similar articles
Registered Rep.
December 1, 2006
Lisa Cohen
True Innovation or Mere Fashion? The long list of new ETFs launched in 2006 makes one wonder: Will all of these new funds really find a large audience? It all comes down to the financial advisor. mark for My Articles similar articles
Investment Advisor
August 2008
Kara P. Stapleton
Ups & Downs of ETFs Here are some of the results of a joint survey of investment professionals exploring the impact of exchange-traded products on the financial advisory business. mark for My Articles similar articles
The Motley Fool
January 24, 2005
Shannon Zimmerman
ETF Tip No. 5: Putting It All Together Here's the right way to use exchange-traded funds. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
May 1, 2008
Stacy Schultz
Need for Education A preview of the 2008 Rydex AdvisorBenchmarking Study, a snapshot of the financial advisory business. mark for My Articles similar articles
Investment Advisor
February 2010
Robert F. Keane
The Green Advisor: Adding ESG to Asset Allocation New portfolios aim to help advisors align values and diversification. mark for My Articles similar articles
Financial Advisor
March 2008
Advisor Emporium Pershing Launches ETC Information Center... Curian Capital Creates Diversification Platform... MassMutual Increases Retirement Offerings... etc. mark for My Articles similar articles
Financial Advisor
October 2011
Bruce W. Fraser
Lost In The Crowd For all their risks, preferred ETFs offer high yields, good liquidity and diversification. mark for My Articles similar articles
Investment Advisor
November 2007
Kara P. Stapleton
ETF Education The industry has fallen short in informing investors about exchange-traded funds, according to a Rydex survey of 500 mutual fund investors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
September 2008
21st Century Asset Allocation Over the past several years, institutional investors increasingly have opted to allocate a portion of their portfolios to alternative investments as a way to smooth out market volatility. This trend is now spreading to the retail marketplace. mark for My Articles similar articles
The Motley Fool
April 20, 2011
Eric Dutram
Comparing Three Diversified Portfolio ETFs Keep your portfolio diversified! mark for My Articles similar articles
On Wall Street
July 1, 2011
Carl Resnick
Like A Stock, But Different Advisors looking for cost-effective options for building diversified portfolios are continuing to turn to exchange-traded funds. mark for My Articles similar articles