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Financial Advisor June 2007 Marla Brill	Indexing Debate Heats Up Proponents of fundamental indexing say it beats traditional market-cap-weighted measures.
Registered Rep. January 22, 2010	Lost Decade? Not For Fundamental Indexing A recent study by Rob Arnott, chairman of Research Affiliates says it paid to use fundamental indexing in the past decade.
Financial Planning March 1, 2006 Donald Jay Korn	Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing.
Registered Rep. January 26, 2010 Brad Zigler	The Price Is NOT (Always) Right As every financial advisor -- indeed every investor -- knows, there is a difference between price and value.
Financial Advisor February 2006 Matt Hougan	Is `Buy The Market' Best? Enhanced indexers say they have the way to go the market one (or two) better. Financial advisors, take note.
Registered Rep. July 1, 2006 Stan Luxenberg	Fundamental Indexing During the 1990s, S&P 500 index funds were all the rage -- and, for most core investments, the bogey to beat. But lately the index has been offering stingy returns.
Investment Advisor November 2006 Kathleen M. McBride	Fundamental Indexing Goes Main Street Index investing has traditionally been linked to capital-weighted indexes, whereby a company's market cap determines how much of a company actually got into an index. And that's the fatal flaw in conventional index-linked investing.
Investment Advisor April 2007 Green & McBride	Catching up with... Jeffrey Mortimer Here, the CIO-Equities at Schwab Investment Management and Laudus Funds discusses fundamental index funds.
Registered Rep. February 15, 2011 Stan Luxenberg	Fundamental Indexes Have Had a Good Run. Converted Yet? Proponents claimed that fundamental ETFs and mutual funds would outdo the S&P 500 and other traditional benchmarks. Critics scoffed. But now many of the funds have significant track records, and the results are promising.
Financial Advisor April 2006 Raymond Fazzi	A Look At New Horizons At a time when the margin for error is growing thinner and thinner in investment management circles, some are asking whether advisors and their clients are adequately served by cap-weighted benchmarks.
Investment Advisor November 2006	Fundamental Index Strategies The report, Retrospectives on Selected Fundamental Index Strategies, offers a long view of Research Affiliates' past and present fundamental indexing strategies.
Financial Advisor March 2011 Marla Brill	New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them.
The Motley Fool June 7, 2011 Morgan Housel	Searching for a Better Index Going beyond the S&P 500. For those who don't have the time or inclination to dive into individual stocks, index funds are the way to go.
Registered Rep. October 7, 2013 Stan Luxenberg	Is Smart Beta a Smart Idea? Can smart beta funds shine over the long term? Yes, said Rob Arnott, chairman of Research Affiliates, which operates the RAFI family of smart beta benchmarks.
Financial Advisor September 2011 Tom Lydon	It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results.
The Motley Fool July 6, 2010 Selena Maranjian	A Fund Designed to Grow Instead of tracking the Dow or the S&P 500, the PowerShares FTSE RAFI US 1000 ETF tracks an index weighted by company fundamentals, which has given better performance historically.
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.
The Motley Fool November 17, 2006 Ralph Casale	Not Your Father's Index Funds A number of investment vehicles, mostly ETFs, have been designed to take advantage of alternate company weighting in an index.
Entrepreneur March 2007 Scott Bernard Nelson	Worth a Look A new twist on an old concept shakes up the index fund universe. With some research and observation, it could work for you.
Financial Planning June 1, 2008 Arnott et al.	Heads I Win, Tails I Lose Less A Fundamental Index portfolio is neutral relative to the economy, weighting companies in accordance with their current economic footprint. When is it the right choice for investors?
The Motley Fool November 27, 2006 Zoe Van Schyndel	57 Flavors of Funds New versions of ETFs mean more choices for investors.
Investment Advisor March 2008	Upgrades Business news: TD Ameritrade has completed its purchase of Fiserv's Investment Support Services... Laserfiche introduced the latest version of its document management software... Schwab Funds introduces two new fundamental index funds...
The Motley Fool July 31, 2007 Zoe Van Schyndel	A Japan ETF With a Fundamental Twist The PowerShares FTSE RAFI Japan ETF, is different from the rest of the ETF options focused on the land of the rising sun.
Investment Advisor January 2008 Kathleen M. McBride	Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes.
Financial Planning June 1, 2009 Richard A. Ferri	Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task.
BusinessWeek July 18, 2005 Adrienne Carter	Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns.
Financial Planning May 1, 2006 Elizabeth O'Brien	S&P Muscles in on Wilshire More and more index makers are offering the same products -- but they insist there's a difference. Planners should take the time to explain the differences to their individual clients in order to "manage expectations."
Financial Advisor March 2008 Sydney LeBlanc	Investment Utopia With index investing used as a foundation, numerous strategies are being employed to help generate returns that may beat the market while keeping costs low and allowing investors to sleep at night.
BusinessWeek July 8, 2010 Helaine Olen	Prowling for Value in a Haywire Marketplace Quant investor Rob Arnott, of Research Affiliates, hunts for un-loved stocks in unloved markets
Investment Advisor January 2010	Upgrades Financial services news and products: Fidelity helps record number of brokers transition... Old Mutual Global Index Trackers launches GlobalShares FTSE Emerging Markets Fund... more...
The Motley Fool June 29, 2010 Dan Caplinger	The Better Way to Beat the Market? The jury's still out on alternative indexes. Different market conditions will make index funds perform in various ways.
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
Investment Advisor May 2007	Upgrades LaserFiche, the dominant player in the document management business, has launched a campaign to educate RIAs... In early April, Charles Schwab launched three new index funds... etc.
Financial Planning January 5, 2008	Movers & Shakers 08 Here are the people who are staged to play a role in the upcoming transitions within the financial planning industry.
Financial Advisor February 2007 Raymond Fazzi	Surprisingly Few Surprises Investment strategies in the mutual fund market that worked in 2005 more often than not worked out just as well, or even better, in 2006.
Financial Planning December 1, 2009 Paul Menchaca	Think Different Here's a scary thought: What if the seeds of last year's market crisis are actually growing taller than before?
The Motley Fool June 24, 2009 Dan Caplinger	6 Stocks to Sell Before Everyone Else Does It's time for the annual changes to the Russell indexes.
Financial Advisor March 2011 James Picerno	Strength In Numbers Indexing is moving past the standard beta carve-ups, such as small- vs. large-cap equities and value vs. growth stocks. A new era of factor-based indexing is dawning, and it promises to be far more nuanced and complicated.
Financial Advisor March 2010 Mary Rowland	Winners And Losers In A Lost Decade REITs and emerging market investments were among the few investments that came out ahead in the past decade.
The Motley Fool June 30, 2009 Dan Caplinger	This Move Cost Index Funds Big Money The annual Russell index changes created some fireworks.
The Motley Fool June 10, 2005 Nathan Parmelee	Improving the Index Fund A recent study shows that the weighting of index funds by market capitalization is potentially creating a large drag on performance, because the index is overweighting the overvalued and underweighting the undervalued.
Registered Rep. January 10, 2014 Mark Miller	The Problem with the Glidepath A research paper argues that target date funds take risk and return off the table too quickly for pre-retirees, and that they are forcing millions of retirement investors into negative-return fixed income vehicles, mainly Treasuries.
Financial Advisor March 2007 Eric Uhlfelder	Challenging EAFE Managers who closely track market-cap-weighted country indexes may miss opportunities.
Financial Planning April 1, 2006 Stephen Savage	Satellite of Beta When constructing a core-satellite portfolio, where do your indexes really belong? Here's an approach that is closer to the inverse of the traditional core-and-satellite approach.
Registered Rep. August 1, 2006	Ten To Watch 2006 The Innovator: Rob Arnott, Chairman, Research Affiliates... The Manufacturer: Larry Fink, Chairman and CEO, BlackRock... The Watchdog: Mary Schapiro, Chairman and CEO of NASD... etc.
Financial Planning July 1, 2005 Israelsen & McDonough	Bet Your BIPY In an ongoing quest to refine which strategies work best in the battle between growth and value investments, this article goes further to examine tactical asset allocation approaches using growth indexes.
Financial Advisor February 2012 Marla Brill	Setting Up For Inflation If the bleak economic scenario plays out the way Rob Arnott envisions, this fund would likely outperform its pure-equity peers.
Financial Planning October 1, 2013	Influencer Awards: See the Winners Our seven honorees have earned their accolades with impressive individual accomplishments and a commitment to bettering the financial advice industry. Meet this year s winners.
The Motley Fool December 19, 2011 Dan Caplinger	You Probably Just Bought These Stocks More index moves demand investor attention.
The Motley Fool August 20, 2008 Dan Caplinger	If You Can't Beat the Indexes, Join Them As easy as it is to have an all-index portfolio, you may be curious: Is it a good idea?