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Financial Planning May 1, 2013	Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.
Investment Advisor June 2006	Upgrades At the Fidelity Brokerage Company's Executive Forum, President Ellyn McColgan said FBC is increasing overall technology spending to $950 million... A report reveals that advisors fleeing the wirehouses are primarily interested in... etc.
Financial Planning November 1, 2012	Retirement Advisor Confidence Index: Risk Tolerance Grows Again Financial Planning s Retirement Advisor Confidence Index rose for the second straight month in October, indicating continued optimism among the planning community.
The Motley Fool June 20, 2008 Selena Maranjian	Make Money Despite Higher Fees A low fee isn't everything.
Financial Planning April 1, 2013	Retirement Advisor Confidence Index: Reality Check for Planners Advisor sentiment slips after a giddy start to the year, as clients sound a cautious note.
The Motley Fool May 12, 2008 Selena Maranjian	Fees Count in ETFs, Too Keep looking at fees in your funds and seek out low ones. A slightly lower fee can make a world of difference to your bottom line.
The Motley Fool March 11, 2010 Selena Maranjian	How to Build a Better S&P 500 As terrific as S&P 500 index funds can be, they're not perfect. But a newer, potentially better kind of index fund could help fix one of their biggest weaknesses.
The Motley Fool August 27, 2008 Selena Maranjian	When Buying an Index Fund Is Stupid Not all index funds are created equal.
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."
The Motley Fool January 19, 2007 Mary Dalrymple	Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds.
Financial Planning February 1, 2013	Retirement Advisor Confidence Index: Rosier Outlook Risk tolerance and a growing taste for equities help the January index climb back after two straight declines.
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 July 1, 2013	Advisors Show Mixed Views of Markets Readings show a modest lift in client optimism but a drop in retirement activity.
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 July 1, 2007	New Products Alternatives: State Street Global Advisors has launched five fixed-income SPDR ETFs... Unit investment trust based on the KLD Global Climate Change 100 Index... etc.
The Motley Fool September 2, 2004 Seth Jayson	Fidelity Cuts the Fat The mutual fund giant trims expense rates on some of its most popular funds. How much will the move reward investors?
Financial Planning January 1, 2013	Retirement Advisor Confidence Index: Worries Grow A drop in risk tolerance pulls down the latest index reading.
The Motley Fool December 10, 2009 Selena Maranjian	A High IQ Won't Make You a Great Investor We investors, even us smarties, often place more importance on how we think a fund performs than on its fees.
The Motley Fool December 18, 2007 Dan Caplinger	Improving on Index Funds As the fund universe continues to evolve, new funds have emerged that try to improve on their first-generation counterparts. One fund in particular has its sights set high -- the Rydex S&P Equal Weight ETF.
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.
AskMen.com Charles Frisbie	Guy's Guide To Index Funds Index funds are a good way to diversify your portfolio with modest growth. Learn here how to pick a good one.
Investment Advisor February 2010 Vaughan Scully	The ETF Advisor: S&P 500 ETFs While some S&P 500 Index funds are virtually identical to the SPDR fund, a handful of other ETFs offers more substantial modifications to the original formula.
The Motley Fool January 4, 2006 Tim Hanson	10 Years to Change Your Life Go from zero to $80,000 by shifting a few financial gears. Here are some retirement options.
The Motley Fool May 19, 2009 Selena Maranjian	Schwab Gets Competitive Both the company and its customers can profit from this index fund revamp.
Financial Planning September 1, 2013	Advisor Confidence Rises, as Does Taste for Risk The index reverses its fall, led by shifts in client behavior and market performance.
Financial Planning December 1, 2012	Retirement Advisor Confidence Index: Cash Gains as Confidence Slips Portfolios reflect a decline in risk tolerance; advisor fees inch higher
BusinessWeek April 19, 2004 Tergesen & Young	Index Funds Aren't All Equal High costs and managers who hold cash too long -- or pay inflated commissions -- can shave returns. So it pays to compare
Financial Planning August 1, 2013	Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month.
The Motley Fool July 28, 2010 Jared Cummans	Simplifying Investing: 5 All Cap ETF Options Get exposure in all the right places.
Investment Advisor January 2009 Kara P. Stapleton	Upgrades New products and programs: Fidelity Institutional Wealth Services WealthCentral platform... Vanguard will launch the firm's first international small-cap index fund... United Capital Financial Partners acquires three investment advisory firms... etc.
Registered Rep. October 1, 2005	60 Seconds with Bill Carey (Head of Fidelity's RIA group) The former president of Fidelity's institutional retirement business and a 12-year veteran of the firm talks about his plans for the advisory unit and the challenges confronting advisors.
The Motley Fool January 13, 2007 Doug Short	Beating the S&P 500 If your portfolio gained less than 15.8% last year, perhaps it's time to think outside the box.
The Motley Fool April 2, 2008 Selena Maranjian	A Mutual Fund for Kids How does the Monetta Young Investor Fund measure up as an investment option for kids and young adults?
Entrepreneur August 2007 Scott Bernard Nelson	Exchange-Traded vs. Index Funds Tried-and-true index funds still rank highest, but exchange-traded funds can add spice to a well-rounded portfolio.
Investment Advisor December 2007	Upgrades LPL Financial Services has partnered with Fiduciary360... Kochis Fitz of San Francisco and Quintile Wealth Management of Los Angeles say they will merge... 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...
The Motley Fool June 9, 2009 Dan Caplinger	Market-Beating Returns Made Simple This twist on the old index fund does well. Equal-weight funds have done quite well compared to traditional index funds over periods of several years.
BusinessWeek May 14, 2007 Lewis Braham	A Two-Way Wager On Commodities Rydex' new fund allows investors to play the ups and downs of the futures market.
The Motley Fool April 28, 2009 Dan Caplinger	The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want.
The Motley Fool December 9, 2010 Dan Caplinger	Why Mega-Cap Stocks Are Not Enough Before you jump into the biggest, most popular index funds that are based on the S&P 500 index, think twice.
The Motley Fool March 10, 2008 Selena Maranjian	I'm Bucking the Trend Index funds are gaining momentum -- but should they?
Financial Planning October 1, 2013	Advisor Sentiment Hits New Low for Year Declines in equity allocations, risk tolerance and advisor fees are cited.
The Motley Fool April 9, 2007 Selena Maranjian	The Surprising S&P 500 Learn fun facts about the venerated index, which just turned 50. Many index funds and exchange-traded funds (ETFs) are tied to it.
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.
Financial Advisor December 2006	Advisor Emporium Gemini Fund Launches Series Trust... Equal-Weight Sector ETFs Launched... Index Based On Intellectual Property... etc.
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.
Registered Rep. October 1, 2002 Stan Luxenberg	The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them.
The Motley Fool July 3, 2008 Brian Richards	The Worst Investment I've Ever Seen Many people do not realize that mutual fund fees are important for making an index fund investment decision. Secondly, even investors who realize fees are important do not minimize index fund fees.
The Motley Fool August 29, 2007 Amanda B. Kish	The Best Small-Cap ETFs These exchange-traded funds win the best-in-class award. Let's take a closer look at the iShares Russell 2000 Index ETF, the Vanguard Small-Cap ETF, the iShares Morningstar Small Core ETF, the iShares S&P 600 Value ETF, and the Vanguard Small-Cap Growth ETF.
Registered Rep. April 1, 2008 Stan Luxenberg	Focused And Then Some Competing fiercely for the attention of investors, fund companies have brought out a wave of specialized offerings. Many focus on hot-sounding industries, or growing areas of the emerging markets.