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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. |
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. |
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 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. |
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 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. |
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 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. |
Financial Advisor February 2, 2009 Raymond Fazzi |
ETFs As Defensive Plays Advisors say ETFs can be a useful tool when implementing downside protection strategies. |
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? |
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. |
Financial Advisor April 2010 Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
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. |
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. |
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. |
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. |
Entrepreneur January 2006 Dian Vujovich |
Hot Stuff The mercury's rising on exchange-traded funds. |
The Motley Fool August 14, 2008 Zoe Van Schyndel |
ETF Investing on Autopilot Now ETFs are buying shares of other 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. |
Investment Advisor November 18, 2010 Melanie Waddell |
Will ETF Flaws Diminish Their Appeal? The honeymoon period for ETFs is fading |
Financial Advisor June 2009 Marla Brill |
ETF Portfolios To Go ETF portfolio management services pitch to financial advisors. |
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. |
Investment Advisor August 2008 Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
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. |
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. |
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, 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. |
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 |
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. |
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. |
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. |
Financial Advisor October 2012 Marla Brill |
Don't Rule Out Smaller ETFs Many have unique investment methodologies that offer alternatives to traditional indexes. |
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. |
Financial Advisor March 2006 Marla Brill |
Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
Financial Advisor March 2008 |
Advisor Emporium Pershing Launches ETC Information Center... Curian Capital Creates Diversification Platform... MassMutual Increases Retirement Offerings... etc. |
Financial Advisor October 2011 Bruce W. Fraser |
Lost In The Crowd For all their risks, preferred ETFs offer high yields, good liquidity and diversification. |
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. |
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. |
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. |
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. |
The Motley Fool April 20, 2011 Eric Dutram |
Comparing Three Diversified Portfolio ETFs Keep your portfolio diversified! |
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. |