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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 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. |
Financial Advisor December 2011 Marla Brill |
Still Ahead ETF assets have more than quadrupled since 2004, but mutual funds are still favored by advisors. |
Financial Planning March 1, 2007 Donald Jay Korn |
ETF Mania! As the number of exchange-traded funds explodes, planners are deploying them to bring sophisticated institutional strategies to affluent clients. |
The Motley Fool November 27, 2006 Zoe Van Schyndel |
57 Flavors of Funds New versions of ETFs mean more choices for investors. |
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. |
Financial Planning October 1, 2006 Donald Jay Korn |
Beyond Benchmarks Tracking alternative indexes can add a flavor of active management to the ETF menu. |
Financial Planning March 1, 2010 Donald Jay Korn |
Digging for Dividends According to Morningstar, there are 56 mutual funds with the word "dividend" in their name, plus another 33 dividend ETFs. |
Financial Advisor April 2010 Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
The Motley Fool August 15, 2006 Zoe Van Schyndel |
The ABCs of Currency ETFs Currency markets aren't just for the big institutions anymore. Rydex added six more currency-based exchange-traded funds to the market when it launched the CurrencyShares series of funds on the NYSE. |
Financial Advisor June 2006 Matt Hougan |
Death And Taxes? Capital gains distributions. Dividend taxes. 1099s. The very words send a shiver down the spine of prudent investors. What's an advisor to do? Well for starters, you should take a close look at exchange-traded funds (ETFs). |
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 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. |
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 Advisor March 2012 Tom Lydon |
Slow Build Companies have lined up to introduce active ETFs, but so far less than 1% of ETF assets are in these products. |
The Motley Fool May 21, 2007 Dan Caplinger |
Going Beyond the Index Rather than using a weighted index based on the market cap of the component stocks, WisdomTree ETFs base their portfolio allocations for index components on fundamental aspects of those stocks, such as dividend yield and company earnings. |
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. |
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. |
On Wall Street October 1, 2011 Elizabeth Wine |
The ETF Mousetrap: If You Build It, They Will Come Regardless of how the actively managed ETF experiment turns out, observers say the industry will keep cranking out more and more complicated products. |
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. |
The Motley Fool August 18, 2009 Dan Caplinger |
The Easy Way to Find Big Dividends Choosing a solid dividend ETF can help you diversify your portfolio while giving you the benefits that dividend-payers offer. |
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. |
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. |
Financial Advisor September 2011 Brad Zigler |
Running The Numbers ETFs are supposed to be cheap, but can they outperform the market, too? |
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. |
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. |
The Motley Fool February 27, 2007 Zoe Van Schyndel |
The Changing Face of ETFs Knowing ETF managers' strengths can help you pick the right funds. |
The Motley Fool October 14, 2011 Dan Caplinger |
Invest Better With This Low-Cost Pioneer Vanguard wrote the book on low-cost investing. |
Registered Rep. December 1, 2006 Lisa Cohen |
True Innovation or Mere Fashion? The long list of new ETFs launched in 2006 makes one wonder: Will all of these new funds really find a large audience? It all comes down to the financial advisor. |
Financial Advisor July 2006 |
Advisor Emporium The Potomac Funds Changes "Direxion"... Fidelity Launches Value International Fund... Vanguard Offers New Retirement Funds... Support Platform For SMAs Introduced... etc. |
Financial Advisor March 2008 |
Advisor Emporium Pershing Launches ETC Information Center... Curian Capital Creates Diversification Platform... MassMutual Increases Retirement Offerings... 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. |
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 August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
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. |
Investment Advisor March 1, 2011 Savita Iyer-Ahrestani |
Growing Choice, Shrinking Globe Thanks to burgeoning of the index-based global ETF industry, many of today's country and sector specific ETFs are so narrow and so focused that they allow both advisors and investors to have an increasingly targeted and tactical approach to international investing. |
Financial Advisor December 2006 |
Advisor Emporium Gemini Fund Launches Series Trust... Equal-Weight Sector ETFs Launched... Index Based On Intellectual Property... etc. |
The Motley Fool March 30, 2011 Dan Caplinger |
Watch This Top-Yielding ETF The iShares FTSE NAREIT Mortgage Plus Capped Index Fund makes plenty of payouts with its high-dividend holdings. |
The Motley Fool April 25, 2007 Dan Caplinger |
An ETF Strategy To Save You Money A favorite mutual fund might have a matching ETF -- with lower expenses. |
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 October 2011 Bruce W. Fraser |
Lost In The Crowd For all their risks, preferred ETFs offer high yields, good liquidity and diversification. |
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. |
Financial Advisor October 2012 Marla Brill |
Don't Rule Out Smaller ETFs Many have unique investment methodologies that offer alternatives to traditional indexes. |
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. |
The Motley Fool December 16, 2008 Dan Caplinger |
Make the Right Investment Every Time Even after close examination, it can be hard to tell many investments apart. Therefore, how can you ensure that you make the best choice every time? |
Registered Rep. April 1, 2005 Stan Luxenberg |
Explore Beyond the Core Exchange-traded funds are excellent choices for advisors seeking a core holding for clients. But the most intriguing ETFs are the less well-known funds that can increase returns, often while dampening risk. |
The Motley Fool June 18, 2010 Mihael Johnston |
7 ETFs for Investors Mourning the Death of BP's Dividend Check out these investing suggestions. |
Financial Planning September 1, 2008 |
New Products New alternative products, mutual funds, index funds, retirement products, exchange-traded products, and practice tools. |
The Motley Fool October 17, 2006 Buz Livingston |
Sergeant Pepper's Index Fund Vanguard 500 Index Fund celebrated its 30th birthday last August. The success of the index fund has spawned exchange traded funds and other passive investment strategies. |
The Motley Fool March 29, 2011 Michael Johnston |
Dividend ETF Investing: Mid-Cap Options These dividend paying ETFs are worth a look. |