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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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
April 2006
Raymond Fazzi
A Look At New Horizons At a time when the margin for error is growing thinner and thinner in investment management circles, some are asking whether advisors and their clients are adequately served by cap-weighted benchmarks. mark for My Articles similar articles
Financial Advisor
August 2009
Marla Brill
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. mark for My Articles similar articles
Financial Planning
March 1, 2006
Donald Jay Korn
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing. mark for My Articles similar articles
Financial Advisor
December 2009
Marla Brill
Chasing Returns Emerging market ETFs are big winners this year, but concerns about unsustainable values are mounting. mark for My Articles similar articles
The Motley Fool
November 27, 2006
Zoe Van Schyndel
57 Flavors of Funds New versions of ETFs mean more choices for investors. mark for My Articles similar articles
Registered Rep.
June 7, 2011
Stan Luxenberg
Concentrated ETFs PowerShares QQQ has been racing ahead. During the past five years ending March, the ETF has returned 7 percent annually, outdoing the average large growth mutual fund by 4 percentage points mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
June 2007
Marla Brill
Indexing Debate Heats Up Proponents of fundamental indexing say it beats traditional market-cap-weighted measures. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 1, 2006
Donald Jay Korn
Beyond Benchmarks Tracking alternative indexes can add a flavor of active management to the ETF menu. mark for My Articles similar articles
The Motley Fool
September 27, 2010
Michael Johnston
6 Reasons to Consider Dumping SPY A list of six ETFs to consider instead. mark for My Articles similar articles
Financial Planning
September 1, 2013
Craig L. Israelsen
Mutual Funds vs. ETFs: Which Performance Better? When a portfolio of mutual funds vies against a portfolio of ETFs, which one comes out on top? mark for My Articles similar articles
Financial Advisor
March 2012
Marla Brill
Opening Doors Emerging markets ETFs have given investors the chance to focus on hot markets. But are these ETFs too specific? mark for My Articles similar articles
The Motley Fool
December 7, 2010
Michael Johnston
ETFs for the Forgotten Asset Classes Is this all-ETF portfolio well-rounded enough? mark for My Articles similar articles
The Motley Fool
January 20, 2006
Doug Short
Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 11, 2011
Eric Dutram
11 Predictions for the ETF Industry in 2011 What will the new year bring for ETFs? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
June 2010
Marla Brill
ETF Tune-Up The middle of the year is a good time to re-evaluate ETF portfolios and do fine-tuning. mark for My Articles similar articles
Investment Advisor
November 2006
Kathleen M. McBride
Fundamental Indexing Goes Main Street Index investing has traditionally been linked to capital-weighted indexes, whereby a company's market cap determines how much of a company actually got into an index. And that's the fatal flaw in conventional index-linked investing. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2011
Marla Brill
Still Ahead ETF assets have more than quadrupled since 2004, but mutual funds are still favored by advisors. mark for My Articles similar articles
The Motley Fool
October 5, 2010
Dan Caplinger
7 ETFs for the Perfect Portfolio You don't need a lot of flash or bling to invest smart. mark for My Articles similar articles
Financial Planning
September 1, 2010
Margie Carpenter
Where the Growth Is Advisors who follows a typical, traditional asset allocation model are likely to be surprisingly underweight in the highest-growth economies of the world. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
June 1, 2012
Dave Lindorff
Is It True Bonds Have More Fun? A multi-year shift by investors out of equity mutual funds and into equity exchange-traded funds is now broadening to include fixed income, too, as investors seek lower fees as well as the relative ease of shifting asset allocations afforded by ETFs. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
May 17, 2013
Stan Luxenberg
The New Buyers of ETFs Many actively managed mutual funds are now in the market for ETFs for their low costs of ownership and ease of trading. But should shareholders be annoyed? 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
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. mark for My Articles similar articles
Registered Rep.
February 15, 2011
Stan Luxenberg
Fundamental Indexes Have Had a Good Run. Converted Yet? Proponents claimed that fundamental ETFs and mutual funds would outdo the S&P 500 and other traditional benchmarks. Critics scoffed. But now many of the funds have significant track records, and the results are promising. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
January 1, 2012
Craig L. Israelsen
Swapping Out If designed well, a diversified, multi-asset portfolio can provide growth during pre-retirement accumulation years and stable income flows during post-retirement distribution years. mark for My Articles similar articles
Financial Advisor
May 2012
Tom Lydon
The Re-Emerging Markets Investors wanting to take part in the growth story of developing countries may want to consider some of the BRIC ETFs. mark for My Articles similar articles
Financial Planning
December 1, 2006
Carpenter & Veres
Rethinking the World Global economic changes are demanding a more sophisticated evaluation of your financial advisory clients' portfolio allocations. mark for My Articles similar articles
Financial Planning
November 1, 2011
Donald Jay Korn
The Latin Quarter Fortunately, unleveraged exposure to the region has been more than ample over the past decade. Planners with clients who can live with volatility might want to look south of the border. mark for My Articles similar articles
The Motley Fool
November 25, 2009
Dan Caplinger
These 3 Tips Will Make You a Winning Investor Don't waste money on unnecessary investing costs. mark for My Articles similar articles
Financial Advisor
December 2006
Raymond Fazzi
Flying Blind Money managers find themselves vexed about the U.S. economy's direction. 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
Financial Planning
January 1, 2007
Donald Jay Korn
Outlook 2007: A Year for the Big Guys? An economic slowdown is likely to spur a flight to quality, as investors shift their focus to the most powerful domestic large caps. mark for My Articles similar articles
Financial Planning
October 2, 2007
Craig L. Israelsen
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you. mark for My Articles similar articles
Financial Planning
October 1, 2008
April Recksiek
Index Battle Investors who want to build an index-based portfolio have two viable mechanisms: index-based mutual funds and exchange-traded funds (ETFs). mark for My Articles similar articles
BusinessWeek
March 12, 2007
Lauren Young
The Trouble With ETFs As more esoteric funds proliferate, they're failing to live up to their promises. mark for My Articles similar articles
The Motley Fool
November 9, 2009
Dan Caplinger
This Market Double Is No Bubble Emerging markets are red-hot, and ETFs are not to blame. mark for My Articles similar articles