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Financial Planning
June 1, 2005 |
New Products Alternatives... 1031 exchange educational Web site... ETF futures contracts on the Nasdaq-100 Index Tracking Stock, S&P 500 Depositary Receipts, and iShares Russell 2000... etc.   |
Financial Planning
November 1, 2005 |
New Products Alternatives: Russel Investment Group has launched its Managed Account Strategies platform... Insurance: Jefferson National has launched Monument Advisor... Mutual Funds: Fidelity Investments has launched the Strategic Real Return Fund... etc. |
Financial Advisor
August 2008 |
Frontline News News for the financial industry: Alliance Creates New Retirement Option... Direxion Launches Two New Funds... Genworth Launches IRA Variable Annuity... Paperless Account Opening Offered... Jefferson National Expands VA Offerings... Vanguard Introduces New Index Fund... |
Financial Planning
May 1, 2007 |
New Products A line-up of the industry's latest investment, insurance and practice management products. Alternatives: ProShares has listed 12 ETFs... Managed Futures Fund... Insurance: ING has launched Return of Premium term life insurance... etc. |
Financial Planning
September 1, 2007 |
New Products WisdomTree has launched the Emerging Markets High-Yielding Equity Fund... Robb Report Global Luxury Index and ETF... Options for HealthShares Emerging Cancer ETF... Ameritas has added Acacia Advisor Term insurance... LifeElements and LifeStratos... First American Funds has launched three additional large-cap mutual funds... etc. |
Registered Rep.
May 18, 2010
Alan Lavine |
No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow. |
Financial Planning
May 1, 2006
Marshall Eckblad |
Industry New Products Alternatives: The American Stock Exchange has listed five additional ETFs... Virtual sales tool kit for executive bonus plans and restricted bonus arrangements... Insurance: Jefferson National Life Insurance has added two Rydex funds... etc. |
Financial Planning
January 1, 2007
Marshall Eckblad |
New Products Alternatives: Dow Jones Indexes and Wilshire Associates have launched the Dow Jones Wilshire Global Index Family... Insurance: New York Life Insurance has released NYLIAC Instant Legacy... etc. |
Financial Planning
April 1, 2006
Marshall Eckblad |
New Products Alternatives: State Street Global Advisors has unveiled three SPDR exchange-traded funds... Unified managed account... Insurance: John Hancock has launched Accumulation VUL... Mutual Funds: Vanguard now offers a Strategic Small-Cap Equity Fund... etc. |
Financial Planning
May 1, 2008 |
New Products Bear Stearns Current Yield Fund... Managed ETF Portfolios... Global Nuclear Energy Portfolio... Alternative Strategies Allocation Fund... SPDR DB International Government Inflation-Protected Bond ETF... etc. |
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
December 1, 2005 |
Industry New Products Alternatives: Restricted Stock Partners has launched the Restricted Securities Trading Network... Insurance: ING has introduced the Secure family of three index annuities... Mutual Funds: John Hancock Funds has launched five Lifestyle Portfolios... etc. |
Financial Planning
October 1, 2006
Marshall Eckblad |
New Products Alternatives: Morningstar has launched 529 Suitability Manager... Insurance: AIG American General has introduced Elite Global IUL, and indexed universal life policy... etc. |
Financial Advisor
May 2005
Jeff Schlegel |
"Assets-In-A-Box" Investing Considering the appeal of prepackaged asset allocation, it's little wonder that lifecycle funds are one of the hottest areas in the mutual fund industry. |
Financial Advisor
February 2008
Craig L. Israelsen |
A Better Mousetrap Target date funds are here to stay. As a result of the Pension Protection Act of 2006, target date funds will likely become the auto-enrollment default option in tax-deferred retirement plans. |
Financial Planning
July 1, 2007
Craig L. Israelsen |
Quasi-Commodities? Here's how energy, precious metals and real estate compare with the entire commodities index as a component of an investment portfolio. |
Financial Planning
March 1, 2006 |
Industry New Products Alternatives: Standard & Poor's has added three IPOX Europe indexes... Laffer Global ETF Portfolio... Health Sciences Fund... Insurance: AIG SunAmerica Retirement Markets has added MarketLock, a living benefit option... etc. |
Financial Advisor
May 2008 |
Advisor Emporium Jefferson National Offers Annuities Tool... Allianz Life Introduces Annuity Series... PowerShares ETF Listed On NYSE... etc. |
Financial Planning
October 2, 2007 |
New Products Alternatives: PowerShares Capital Management has launched two municipal bod ETFs... Insurance: Mass Mutual Life Insurance Co. has introduced Whole Life Legacy 100... etc. |
Financial Advisor
October 2004
Tracey Longo |
Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying. |
Financial Advisor
December 2005 |
Advisor Emporium Impact Technologies Launches Retirement Planning System... Vanguard Standardizes Fund Minimum Requirements... Life Settlement Tool Introduced... Goldman Sachs Launches Fund... Three New Funds In Jefferson National's Monument Advisor... etc. |
Registered Rep.
September 1, 2005
Chris O'Leary |
The Trouble With Annuities For registered reps, annuities, one of the most lucrative and complex items in an advisor's repertoire, can appear to be a cure-all for clients. Clients seem to love them, because of the guaranteed income -- even if they don't understand them. |
Financial Advisor
November 2007
William Glasgall |
Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc. |
Financial Planning
November 1, 2007
Craig L. Israelsen |
Proposition Three The number of target-date funds continues to grow, but there remains only one set of benchmarks. Here are three proposed indexes to fill the void. |
Financial Planning
November 1, 2007 |
New Products Alternatives: Altin:Fund has created two funds of funds managed futures... Navigator UMA, unified managed account... etc. |
Registered Rep.
October 1, 2006
Stan Luxenberg |
The Best of Both Worlds Is the line between funds and annuities disappearing? Not yet; regulators and corporate bureaucracies insist on separating the two investments. But in the next decade, the distinctions could blur. |
Financial Planning
August 1, 2005 |
New Products Alternatives: Global Climate 100 Index... Commodity Index Euro... Insurance: Simple LTC Solution... Progressive Index Annuity... Mutual Funds: American Franchise Fund... etc. |
Financial Planning
April 1, 2008 |
New Products Products of interest to those in the financial industry: New ETFs... New Mutual funds... Financial planning software... Retirement planning tools... |
Financial Advisor
June 2012
Jeff Schlegel |
Taking Flight More advisors are launching funds, but building assets isn't easy. |
Financial Advisor
July 2004 |
Problems Cited In Broker-Dealers' Variable Insurance Sales and More The newly released study comes as the NASD is proposing new rules governing the sale of deferred variable annuities... Board Of Standards Increases CFP Certification Fee... Technology Continues To Frustrate Advisors, FPA Study Says... etc. |
The Motley Fool
February 4, 2010
John Rosevear |
Your Path to Wealth Just Got Simpler The brokerage price war is a boon for retirement investors. |
Financial Planning
August 1, 2007
Donald Jay Korn |
Lean Cuisine Lower-cost variable annuities can be a key ingredient in your financial advisory client's retirement recipe. |
Financial Planning
September 1, 2008 |
New Products New alternative products, mutual funds, index funds, retirement products, exchange-traded products, and practice tools. |
Financial Planning
July 1, 2006
Marshall Eckblad |
Industry New Products Mutual Funds: Market Vectors-Gold Miners ETF... SmartRetirement Funds... Practice Tools: Emerging Information Systems has released NaviPlan USA Version 10.1... Tax Law Brochure... etc. |
Financial Planning
September 1, 2006 |
New Products Alternatives: Ave Maria Money Market Account... DJ-AIG Commodity Indexes... Insurance: Aetna has released Vital Savings on Health... Mutual Funds: First American Funds has launched Income Builder... etc. |
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. |
Financial Advisor
July 2005 |
Advisor Emporium Phoenix Launches Program For Advisors To Target Businesses... S&P's CUSIP Service Bureau Launches New Delivery Service... Jefferson National Offers Flat Insurance Fee For Annuities... The Hartford And Protective Offering Term Life Quotes Online... etc. |
Financial Advisor
August 2005 |
Advisor Emporium DTCC Forms Alternative Investment Advisory Committee... Waterhouse Issues Guide To Help Registered Reps Become RIAs... John Hancock Launches Succession Planning Sales Tool Kit... etc. |
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. |
Financial Planning
August 1, 2007 |
New Products Alternatives: Van Eck Global has launched the Market Vectors-Russia ETF... Insurance: OM Financial Life has released MasterElite... etc. |
Financial Advisor
February 2, 2009
Eric Rasmussen |
The Annuity In Winter Can variable annuities gain some luster after a horrible year in the fund world? |
Financial Advisor
April 2009 |
Advisor Emporium Products of interest to advisors: AdviceAmerica launches ClientVision Web-based client relationship management tool... Genworth Financial Investment Services is launches fee-based, money management platform, Managed Wealth ADVANTAGE... etc. |
Financial Advisor
September 2005 |
Advisor Emporium Fidelity FundsNetwork Adds CRA Qualified Investment Fund... PSD Offers Innovative Coaching Program To Registered Reps... CashEdge Adds Capabilities To Wealth Management Suite... The American College Adds FSS Program Course... etc. |
Financial Planning
November 1, 2010
William Atkinson |
Pick Me Financial planners have their own processes for selecting individual stocks for their clients. And given that mutual funds have been around for decades, planners also have their favorite fund families. However, ETFs are a different animal. |
Financial Planning
February 1, 2005
Len Reinhart |
Multiple Choice No single product will meet all the needs of aging boomers. Advisers must develop strategies combining multiple products into retirement portfolios. |
Investment Advisor
March 2006
Kathleen M. McBride |
Allocation Without Borders Vice chairman and CIO of Alliance Bernstein Investment Research & Management Ranji Nagaswami argues that being free to select equities worldwide yields better performance with lower risk. |
Financial Advisor
February 2007 |
Advisor Emporium Commonwealth Releases New Programs... Raymond James Introduces Charitable Fund... Rydex Doubles Funds' Pricing Capabilities... MSC Starts 2007 Education Program... etc. |
Financial Advisor
April 2004 |
Royal Alliance Ups Ante For OSJs Advisor Group Says Come One, Come All...
Securities America Tests New Transition Options... Award Established To Honor Viragh... etc. |
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 Advisor
March 2008 |
Advisor Emporium Pershing Launches ETC Information Center... Curian Capital Creates Diversification Platform... MassMutual Increases Retirement Offerings... etc. |
