MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
Registered Rep.
December 1, 2005
Stan Luxenberg
Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly. mark for My Articles similar articles
The Motley Fool
June 20, 2008
Selena Maranjian
Make Money Despite Higher Fees A low fee isn't everything. mark for My Articles similar articles
The Motley Fool
August 27, 2008
Selena Maranjian
When Buying an Index Fund Is Stupid Not all index funds are created equal. mark for My Articles similar articles
The Motley Fool
May 19, 2009
Selena Maranjian
Schwab Gets Competitive Both the company and its customers can profit from this index fund revamp. mark for My Articles similar articles
Investment Advisor
March 2007
Kara P. Stapleton
March 2007 Charles Schwab has launched Schwab Advisor Portfolio... Vanguard has filed with the SEC to offer exchange traded shares... A new level of membership launched at myStockOptions.com... etc. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
July 30, 2007
Amanda B. Kish
The Key to ETF Success As firms such as Vanguard and Barclays continue to duke it out for dominance in the ETF arena, costs will likely continue to fall across the board. That should be a good thing -- for both investors and the ETF market in general. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 5, 2010
Dan Caplinger
Vanguard Enters the Broker Wars The fund giant undercuts the competition and offers free ETFs. mark for My Articles similar articles
Investment Advisor
May 2006
Upgrades Standard & Poor's launched the S&P Completion Index... Rydex Investments received a private letter ruling from the IRS... Fidelity Investments registered with the SEC... etc. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 27, 2011
Selena Maranjian
Mutual Funds That Are in the Closet Are No Bargain Make sure you're not severely overpaying for your funds. The problem is closet-indexing, which happens when a fund has too much in common with the S&P 500 index of 500 of America's biggest companies, or with some other index that serves as its benchmark. mark for My Articles similar articles
Investment Advisor
August 2006
Upgrades The Fidelity Charitable Gift Fund announced the Charitable Investment Advisor Program... Dan Skiles, chief of technology for Schwab Institutional, said that as of May 1, more than 500 Schwab-affiliated advisory firms... etc. mark for My Articles similar articles
The Motley Fool
June 25, 2010
Dan Caplinger
The ETF Wars Are Getting Silly Having more choices isn't always better for investors. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 6, 2005
Selena Maranjian
Index Giant Vanguard Pushes ETFs Vanguard is eager for brokerages to offer its line of exchange traded funds to their customers -- and since they're bought and sold like stocks, brokerages will pocket their usual commission when customers buy or sell them. Is your portfolio, like many, in need of a Viper? mark for My Articles similar articles
The Motley Fool
February 11, 2008
Mary Dalrymple
Buy the Market -- Cheap! Index funds perform as efficiently as possible by replicating the market's performance for the lowest possible expense. mark for My Articles similar articles
Financial Planning
October 1, 2009
Conrad & Mitchell
Indies' Gain Ground Registered investment advisor firms, independent broker-dealers and dually registered advisors are gaining market shares at the expense of wirehouses. mark for My Articles similar articles
The Motley Fool
May 18, 2010
Dan Caplinger
These 5 Free Vanguard ETFs Make a Winning Portfolio What's the best way for ordinary investors to create a diversified portfolio using solely Vanguard ETFs? Here's one possible lineup. mark for My Articles similar articles
The Motley Fool
October 31, 2011
Brian D. Pacampara
4-Star ETFs Poised to Pop: Vanguard Small-Cap Market-trouncing returns could be written in this four-star. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
October 15, 2009
Christina Mucciolo
Schwab Q3 Earning Down, But the Race For RIA Assets Is Hot Charles Schwab reported a 34 percent drop in its third quarter earnings, the firm's third consecutive quarter of slowing earnings this year. mark for My Articles similar articles
The Motley Fool
May 17, 2005
Shannon Zimmerman
Mutual Fund Price Wars The cheap get cheaper, and that's great news for fund investors. mark for My Articles similar articles
Financial Advisor
February 2006
Advisor Emporium Funds Target RIAs... Fund Supports Assisted Living Facility... T. Rowe Price Adds Funds... Charitable Planning Sales Kit Launched... Treasury Bond Index Funds Launched... etc. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 14, 2011
Dan Caplinger
Invest Better With This Low-Cost Pioneer Vanguard wrote the book on low-cost investing. mark for My Articles similar articles
The Motley Fool
February 14, 2007
Buz Livingston
I Love Vanguard's Bond ETFs Vanguard has been a leader in low-cost index funds, but it's not the type to rest on its laurels. The company has filed registration papers with the SEC to offer exchange-traded funds for four of its index bond funds. mark for My Articles similar articles
Financial Advisor
April 2008
Advisor Emporium Fidelity Enhances RIA Management Platform... Vanguard Changes Investment Advisory Teams... New ETF Revenue-Based Index Launched... Lehman Brothers Creates An ETN Platform... RCB Small Cap Value Re-Opens... etc. mark for My Articles similar articles
The Motley Fool
December 8, 2004
Shannon Zimmerman
ETFs and Falling Fund Fees The pricing pressure from ETFs is good news for index investors. But don't forget the brokerage fees. mark for My Articles similar articles
Registered Rep.
September 1, 2005
Kristen French
Vanguard to Advisors: Let's Snuggle Now that the fund giant's founder is retired, the company is tinkering with its business model to appeal to registered investment advisors, particularly for its VIPER exchange-traded funds (ETFs). mark for My Articles similar articles
The Motley Fool
May 7, 2007
Amanda B. Kish
Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc. mark for My Articles similar articles
BusinessWeek
September 27, 2004
Lauren Young
Where to Shop at Vanguard Its actively managed funds have a big cost advantage. And while some of its best are out of reach for prospective investors, there are some worthy portfolios open for a $3,000 minimum. mark for My Articles similar articles
Investment Advisor
June 2007
James J. Green
A Flush Fidelity Celebrates With enhanced authority, Fidelity Registered Investment Advisor Group's Ellyn McColgan leads the way. mark for My Articles similar articles
Registered Rep.
June 1, 2005
Kristen French
Fido Attacks! Long a distant second to Charles Schwab in the lucrative business of serving financial advisors, Fidelity is making an aggressive push to close that gap. And some advisors are taking notice. mark for My Articles similar articles
The Motley Fool
April 25, 2011
Cindy Johnson
It's Time to Sell Your Small-Cap Stocks Large-cap valuations are unusually attractive. mark for My Articles similar articles
The Motley Fool
November 7, 2006
Mary Dalrymple
401(k) Confusion A recent report examining the behavior of 2.8 million 401(k) plan participants suggests that there's some confusion out there. Here's some advice. mark for My Articles similar articles
The Motley Fool
September 9, 2004
Rick Aristotle Munarriz
Index Fund Fire Sale Index funds are lowering their fees, and you are the winner. mark for My Articles similar articles
Financial Advisor
July 2011
Advisor Emporium Fidelity Launches Advisors' Marketing Program... Vanguard Reduces Investment Minimums... Wells Fargo Provides Consultation Services... etc. mark for My Articles similar articles
Financial Advisor
July 2012
Tom Lydon
In The ETF Price War, Investors Win Advisors have many options for helping clients save on fees. mark for My Articles similar articles
The Motley Fool
July 13, 2011
Dan Caplinger
This Move Could Be Vanguard's Worst Ever Having declared victory on the index approach to emerging markets, Vanguard is now setting itself a difficult task: how to beat its own index with an actively managed fund that charges close to 1% in annual fees. mark for My Articles similar articles
Financial Advisor
July 2011
Marla Brill
Schwab's Low-Cost ETF Gamble Schwab is undercutting competitors with low fees, but still faces a challenge in differentiating its ETFs from those offered by more established players. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
The Motley Fool
May 20, 2010
Dan Caplinger
Make the Most of Free Schwab ETFs Can the first discount broker stand up to its competition? mark for My Articles similar articles
Registered Rep.
June 10, 2011
Stan Luxenberg
At Vanguard, Active Beats Passive -- Frequently Since John Bogle retired as chief executive in 1996, Vanguard has continued singing the praises of index funds and staying largely mute about the virtues of actively managed funds. mark for My Articles similar articles
The Motley Fool
June 7, 2011
Selena Maranjian
Make Money in Large Caps the Better Way There's no need to guess which company will perform best when you can invest in 500 all at once. mark for My Articles similar articles
The Motley Fool
June 30, 2009
Dan Caplinger
Do These Black-Sheep Investments Deserve Your Money? Don't feel compelled to stick with a below-average fund just because it's offered by an otherwise good fund family. mark for My Articles similar articles