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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.
Financial Planning October 1, 2010 Donna Mitchell	ETFs' Rising Despite a slight increase in mutual fund allocations this spring, ETFs are the real ascendant investment instruments.
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.
On Wall Street June 1, 2011 Carl Resnick	ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available.
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 November 18, 2010 Melanie Waddell	Will ETF Flaws Diminish Their Appeal? The honeymoon period for ETFs is fading
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 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 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.
Registered Rep. October 31, 2014	Advisor Views on Alternatives While 70 percent of advisors recommend some form of alternative products to their clients, it's a select group.
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.
Registered Rep. October 30, 2015	The State of Independence: ETF Plays Advisors' knowledge of exchange traded funds is lacking.
Investment Advisor April 1, 2011 Tom Lydon	ETFs and Liquidity: A Primer If you're an advisor concerned about liquidity in low-volume ETFs, you're not helpless. Among your options is using the services of alternate liquidity providers.
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.
On Wall Street September 1, 2010 Aarti N. Maharaj	Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.
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 June 2009 Marla Brill	ETF Portfolios To Go ETF portfolio management services pitch to financial 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.
Financial Advisor February 2, 2009 Raymond Fazzi	ETFs As Defensive Plays Advisors say ETFs can be a useful tool when implementing downside protection strategies.
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.
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 Advisor December 2011 Marla Brill	Still Ahead ETF assets have more than quadrupled since 2004, but mutual funds are still favored by advisors.
Investment Advisor February 2008 James J. Green	ETF Market's In Good Shape ETFs are efficient, predictable performers; for advisors and, increasingly for institutions, they're the backbone of a prudent asset allocation strategy.
Financial Advisor October 2012 Marla Brill	Don't Rule Out Smaller ETFs Many have unique investment methodologies that offer alternatives to traditional indexes.
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.
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.
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.
Registered Rep. September 30, 2009 David A. Geracioti	Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled.
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.
Registered Rep. August 25, 2010 Halah Touryalai	Better Economic Times Ahead? Your Clients Don't Think So. Advisors seem more optimistic about the economy than their own clients, according to a recent survey.
Registered Rep. November 20, 2009 David A. Geracioti	Schwab Survey Shows Many FAs at Big Firms Disgruntled (Surprise!) Obviously, the dramatic upheaval that changed the landscape of Wall Street is having some negative effect on advisors at major firms.
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.
Investment Advisor February 2009 Kara P. Stapleton	Stressed Out? It's no news that advisors are overwhelmed, considering the behavior of the markets and the state of the economy.
Registered Rep. March 2, 2015 Megan Leonhardt	Rep as Portfolio Manager Wirehouse and national firms are the most likely to offer advisor-directed platforms, followed by the bank and independent broker/dealer channels.
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.
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
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.
Registered Rep. December 8, 2015	2015 Broker Report Card: Show Me The Money Advisors' gross production varied widely by firm in this year's survey results.
Financial Planning May 1, 2008 Stacy Schultz	Client Loyalty The most common reason affluent investors leave their financial advisors is because their advisor does not answer their calls, according to a new report.
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 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 October 1, 2013 Donald Jay Korn	UHNW Investors Heart Low-Cost ETFs Use of exchange-traded funds surges as low expense ratios lure the mega-rich.
Financial Advisor July 2009 David J. Drucker	Taming The Bear With ETFs Clients upset? Maybe you should have used ETFs and Tom Lydon's simple investment strategy.
The Motley Fool October 16, 2009 Dan Caplinger	These Investments Just Aren't Worth It Perhaps the most puzzling new product is one that tries to combine the ease of ETFs with the benefits of active management. Active ETFs just don't give you what you're paying for.
Investment Advisor October 2008 Maya Ivanova	War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses.
Registered Rep. March 1, 2012 Diana Britton	Yield of Dreams: Could Pimco's New Active ETF Turn Advisor Heads? Could the new PIMCO fund be the bellwether active ETFs need to gain traction among advisors?
Financial Planning December 1, 2006 Rob Garland	The True Cost of ETFs Are exchange-traded funds really cheaper than index funds? A comparison of total expenses shows that traditional wisdom may be wrong.
Financial Advisor May 2012 Karen DeMasters	Advisors Often Work Against Clients' Interests, Study Says Financial advisors often work against their clients' interests if it means earning more in fees, according to a recent study by the National Bureau of Economic Research.
Registered Rep. April 4, 2012 David Trainer	The Intelligent Investor: How to Find the Best ETFs There are a few easy screens to cull out ETFs that should be avoided and there are lots of free services for determining which ETFs are right for you.
Investment Advisor August 2009 Melanie Waddell	More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement.