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Financial Advisor
February 2008
Marla Brill |
The Bond ETF Explosion The ETF space is getting crowded. The number of fixed-income exchange-traded funds has exploded to include both portfolios based on broad indexes as well as ETFs consisting of emerging market, municipal and high-yield securities.   |
Financial Advisor
April 2010
Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
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. |
Registered Rep.
April 3, 2012
Diana Britton |
Caution: Contents May Be Hot ETF managed portfolios -- separately managed accounts with over half of their assets in ETFs -- are among the latest hot products everyone is talking about. |
Financial Advisor
July 2011
Michelle Knight |
Rethinking Bond ETFs Most investors buy bond ETFs at a premium and sell at a discount, a dynamic that is an undeniable black mark on fixed-income ETFs. |
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. |
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 Advisor
December 2011
Marla Brill |
Still Ahead ETF assets have more than quadrupled since 2004, but mutual funds are still favored by advisors. |
Financial Planning
November 1, 2007
Donald Jay Korn |
Thick or Thin? A few ETFs account for most of the trading volume in this popular asset class. The rest merit close scrutiny -- for costs, liquidity and diversification. |
Financial Advisor
December 2007
Marla Brill |
The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose. |
Financial Planning
March 1, 2007
Donald Jay Korn |
ETF Mania! As the number of exchange-traded funds explodes, planners are deploying them to bring sophisticated institutional strategies to affluent clients. |
Registered Rep.
June 7, 2011
Stan Luxenberg |
Concentrated ETFs PowerShares QQQ has been racing ahead. During the past five years ending March, the ETF has returned 7 percent annually, outdoing the average large growth mutual fund by 4 percentage points |
Financial Advisor
November 2010
James Picerno |
Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both. |
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
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. |
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. |
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 Advisor
September 2011
Brad Zigler |
Running The Numbers ETFs are supposed to be cheap, but can they outperform the market, too? |
Financial Advisor
March 2012
Tom Lydon |
Slow Build Companies have lined up to introduce active ETFs, but so far less than 1% of ETF assets are in these products. |
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. |
On Wall Street
February 1, 2013
Lorie Konish |
Emerging Markets Innovation Two former UBS executives are determined to change how investors access emerging markets by targeting specific sectors and themes. |
BusinessWeek
June 6, 2005
Adrienne Carter |
The Hottest Funds In Town The fast growth of exchange-traded funds has the mutual-fund business scrambling. |
Financial Planning
July 1, 2011
Allan S. Roth |
The Benchmarking Game When choosing a benchmark the most appropriate choice usually isn't obvious for two reasons: It's rare that portfolios match one index substantially and they also change over time. |
Registered Rep.
May 17, 2013
Stan Luxenberg |
The New Buyers of ETFs Many actively managed mutual funds are now in the market for ETFs for their low costs of ownership and ease of trading. But should shareholders be annoyed? |
Financial Planning
July 1, 2010
Craig L. Israelsen |
Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes. |
Registered Rep.
March 4, 2011
Diana Britton |
New ETF Tools Could Boost ETF Assets, Smaller ETF Players New ETF analysis tools introduced last month from Morningstar and IndexUniverse may attract more assets to ETFs and expand the pool of ETFs that financial advisors use in client portfolios, said three ETF consultants |
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. |
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. |
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. |
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. |
On Wall Street
October 1, 2011
Elizabeth Wine |
The ETF Mousetrap: If You Build It, They Will Come Regardless of how the actively managed ETF experiment turns out, observers say the industry will keep cranking out more and more complicated products. |
Financial Advisor
October 2011
Bruce W. Fraser |
Lost In The Crowd For all their risks, preferred ETFs offer high yields, good liquidity and diversification. |
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. |
On Wall Street
June 1, 2012
Dave Lindorff |
Is It True Bonds Have More Fun? A multi-year shift by investors out of equity mutual funds and into equity exchange-traded funds is now broadening to include fixed income, too, as investors seek lower fees as well as the relative ease of shifting asset allocations afforded by ETFs. |
The Motley Fool
December 7, 2010
Michael Johnston |
ETFs for the Forgotten Asset Classes Is this all-ETF portfolio well-rounded enough? |
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. |
The Motley Fool
December 31, 2010
Dan Caplinger |
3 Steps to Start Off 2011 Right Check this resolution off your list right now. |
Financial Advisor
August 2010
James Picerno |
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. |
Financial Advisor
December 2006
Matt Hougan |
Do These ETFs Make Sense? Here are five ground rules to help you evaluate whether some newfangled ETFs make sense for your client's portfolios. Rule Number 1: Check Your Commissions... Rule Number 2: Check The Index... etc. |
Financial Planning
January 1, 2006
Donald Jay Korn |
Letter Perfect As exchange-traded funds (ETFs) proliferate, financial planners find that they're useful for alpha as well as beta. |
The Motley Fool
October 4, 2011
Dan Caplinger |
Watch Out for These Costly Investments High costs can make ETFs look bad. |
Registered Rep.
March 26, 2013
Stan Luxenberg |
The Passive Letdown Passive funds have lagged active managers in a variety of fixed income categories, including intermediate-term bonds, high yield, and preferred shares. Can passive funds turn around and move to the front of the pack in coming years? |
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. |
The Motley Fool
June 15, 2011
Dan Caplinger |
5 ETFs You Need to Get Rich These five ETFs give you nearly everything you need in order to build wealth. |
Financial Advisor
June 2009
Marla Brill |
ETF Portfolios To Go ETF portfolio management services pitch to financial advisors. |
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 Advisor
July 2012
Tom Lydon |
In The ETF Price War, Investors Win Advisors have many options for helping clients save on fees. |
The Motley Fool
October 21, 2010
Dan Caplinger |
Use These Free ETFs To Get Rich TD AMERITRADE's enviably wide array of ETFs can help you build the perfect portfolio. |
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. |
The Motley Fool
September 28, 2011
Dan Caplinger |
Where You'll Find Commission-Free ETFs Why pay more than nothing at all? |
