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Financial Advisor
August 2010
Joel P. Bruckenstein |
Star Appeal In a few short years, Morningstar has improved its advisor platform so much that it truly has become an "office."   |
Information Today
May 29, 2007 |
Morningstar.com Library Edition Enhanced Morningstar has added several new features and improved others on Morningstar.com Library Edition, an online database created exclusively for libraries and their users. |
Financial Planning
August 1, 2012
Joel Bruckenstein |
Scrutinizing Investing Style Zephyr Associates' StyleAdvisor has been around since the early 1990s, and it's evolved with the times to be more sophisticated and more comprehensive, yet also easier to use. |
Financial Advisor
May 2004
Joel Bruckenstein |
Software With A Conscience A new online service, IWF Advisor from IdealsWork Financial, may offer advisors a solution to the tricky problem of finding a cost-effective way to align a client's social agenda and financial needs. |
Financial Advisor
January 2005
Alan Lavine |
Fiduciary Ratings Debut For Mutual Funds Mutual fund monitoring services have started rating and measuring fund complexes based upon their responsiveness to fiduciary concerns, offering a tool to protect your clients and yourself. |
Financial Advisor
March 2004
David J. Drucker |
Morningstar's Workstation Gets More Power The new version will take a dramatic step by offering CRM capabilities. |
Financial Planning
July 1, 2012
Allan S. Roth |
Beyond the Stars Morningstar's new forward-looking rating scale for mutual funds is sure to have a significant impact on the research done by financial advisors. |
Investment Advisor
September 2009
Mike Patton |
Way Up The author describes the eight-step process he uses in managing money for his clients. It's worked out pretty well in a difficult environment. |
Financial Advisor
September 2006
Joel Bruckenstein |
Technology Roundup Upgraded versions of Junxure-i and Workstation Office offer new capabilities and opportunities... Advisor Workstation Office Portfolio Accounting System... Advent... etc. |
Financial Advisor
April 2007
Matthew M. Brandeburg |
Alpha: Charge Clients Based On The Value You Add As financial advisors, we need to quantify what our investment planning acumen is achieving for our clients. |
On Wall Street
June 1, 2009
Craig Israelsen |
Variable Products, Variable Results The question is: Do the higher costs of variable products cause them to systematically underperform mutual funds? |
Registered Rep.
November 1, 2005
John Downes |
Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever. |
Financial Advisor
May 2006
David L. Lawrence |
Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach. |
Financial Advisor
January 2007
Sydney LeBlanc |
The Lost Art Of Consulting Technology streamlines a messy, time-consuming process, but some financial advisors and other consultants still like to get their hands dirty. |
Financial Advisor
August 2012
James Picerno |
What Are They Thinking? Advisors discuss their favorite resources for surviving (and thriving) in the money game. |
Financial Planning
October 1, 2010
Donald B. Trone |
Last Step: Monitor A closer look at the final step in the investment management process: Monitor. Plus, clues about when it might be time to fire your money manager. |
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 Advisor
June 2012
Jeff Schlegel |
Taking Flight More advisors are launching funds, but building assets isn't easy. |
Investment Advisor
October 2009
Mike Patton |
One True Thing Two and a half years after going independent, one advisor shares what he's learned. Service is the key. |
Registered Rep.
July 6, 2006
Kevin Burke |
Morningstar Joins Hedge Fund-Data Crowd Financial advisors looking for more information on hedge funds can now turn to Morningstar. |
Financial Advisor
June 2004
Sydney LeBlanc |
SMAs and Due Diligence: Streamlining The Process Software tools and common sense can help advisors enter the separately managed accounts (SMA) business. |
Financial Planning
June 1, 2010
Ilana Polyak |
Style Setter By creating a taxonomy for mutual funds, Morningstar's Don Phillips has helped advisors build better portfolios. |
Financial Planning
December 1, 2005
Joel P. Bruckenstein |
The Software You Need Now Trends sweeping the financial planning industry are driving new technology solutions in the year ahead. NaviPlan... Financial Profiles... Morningstar... Engagement Systems... BridgePortfolio... |
Financial Advisor
July 2011
Joel P. Bruckenstein |
Economic Impact MacroRisk Analytics says it can help advisors create better portfolios by delivering economic data it believes impacts investment performance. |
Financial Advisor
July 2004 |
Commonwealth Offers Retirement Plans For Small Businesses and More Each plan type has no proprietary requirements and is available in both single and multi-fund platforms... NewRiver Launches FundPOINT Desktop... Bear, Stearns System For Advisors... Standard & Poor's Bond Pricing Service... etc. |
Financial Advisor
April 2010
Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
Investment Advisor
March 2007
Kathleen M. McBride |
From Morningstar, Select Stock Baskets Advisors looking at separately managed accounts may want to examine a new offering from Morningstar Investment Services -- Managed Portfolios Select Stock Baskets. |
Financial Advisor
March 2006 |
Frontline News AST Trust Purchases Capital Trust Co. Of Delaware... Intuit Poised To Release PortfolioMinder... Financial Advisor Plans Top RIA Ranking... Morningstar Workstation Available At TD Ameritrade... Rule Is `First Step'... 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 Advisor
February 2005 |
Advisor Emporium Securities America Offers New Portfolio Management Service... Principal Financial Adds Options to Health Savings Account (HSA) Plan... Pareto Systems Offers Customized CRM Platform... 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. |
Financial Advisor
November 2010 |
Advisor Emporium News items from investment advisory firms and new fund offerings. |
Investment Advisor
September 2005
Melanie Waddell |
Retirement Plan Advisor: The Lower Cost 401(k) Option Using exchange-traded funds (ETFs) as investing options in 401(k) plans is becoming increasingly popular as firms realize that ETFs offer participants a lower-cost option than mutual funds. More and more advisors are also acting as investment consultants for fairly large plans. |
Financial Advisor
September 2006
David L. Lawrence |
A Fiduciary Practice For financial advisory firms, operational challenges come with offering advice. |
Financial Planning
September 1, 2011
Donald B. Trone |
Code of Conduct The SEC has done little to define the baseline professional conduct associated with the proposed standard-an advisor's duty of care. |
Financial Planning
December 1, 2006
Elizabeth O'Brien |
Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition. |
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. |
The Motley Fool
July 31, 2007
Amanda B. Kish |
Hooray for Cheaper Funds! The fund industry just got the memo: Expenses matter. How do your fund's expenses measure up? The following chart details the average expense ratio for several different categories of funds. |
Financial Planning
August 1, 2010
Donald B. Trone |
Step Four: Implement In this segment in our series, we are examining the steps of a traditional investment management process and demonstrating how a principles-based fiduciary standard can be incorporated into the process. |
The Motley Fool
May 3, 2011
Amanda B. Kish |
Why Advisors Can't Pick the Right Investments Don't count on advisors to make the right choices on ETFs and mutual funds. |
Financial Advisor
March 2007
Raymond Fazzi |
Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors. |
The Motley Fool
February 19, 2009
Dan Caplinger |
The Only Way to Stop Losing Money By taking charge of investing your own large portfolio, you can save a bundle in fees. |
Investment Advisor
October 2007
Neal Ringquist |
Tech Tools There are a number of reoccurring concerns that rank high among the challenges that today's financial services institutions and advisory firms are looking to address. A software company president discusses how to solve those niggling problems stunting your growth. |
Financial Planning
March 1, 2007
Craig L. Israelsen |
Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories. |
Financial Advisor
July 2004
Joel P. Bruckenstein |
A Look At Perspective Partners A conventional, but customizable, Web-based approach to portfolio construction. |
Registered Rep.
March 30, 2006
John Churchill |
Mutual Fund Performance Overstated, Says Study Actively managed mutual funds have done worse than is generally thought. Those, at least, are the findings of a study released yesterday covering a ten-year period of performance figures reported by Morningstar. |
Financial Planning
May 1, 2013
Joel Bruckenstein |
Building a Smarter Portfolio Riskalyze Pro's risk-assessment and portfolio-construction tools aim to help you keep clients from buying high and selling low. |
Registered Rep.
April 18, 2011
Diana Britton |
Move Over Morningstar: Advisors Tout Ease of Use of Putnam's New Fund Tool Putnam Investments rolls out its new FundVisualizer, an open-architecture tool that allows advisors to research and compare over 10,000 mutual fund and ETF offerings through a web-based interface. |
Registered Rep.
June 16, 2011
Jerry Gleeson |
Morningstar's New Rating System Gazes Beyond the "Stars" Looking to give advisors new measures for evaluating funds, Morningstar plans to release a new "forward-looking" rating tool that uses its analysts' expertise to evaluate the funds' ability to outperform their benchmarks. |
The Motley Fool
October 20, 2009
Dan Caplinger |
This Easy Move Will Save You $215,900 It's all in what you pay. Doing what you can to minimize your costs, however, will always put money back in your pocket. |
