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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.   |
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. |
Financial Advisor
April 2009 |
Advisor Emporium Products of interest to advisors: AdviceAmerica launches ClientVision Web-based client relationship management tool... Genworth Financial Investment Services is launches fee-based, money management platform, Managed Wealth ADVANTAGE... etc. |
The Motley Fool
February 23, 2010
Amanda B. Kish |
Are Advisors Making Smart ETF Choices? It looks like many of them are jumping on the bandwagon. |
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. |
Financial Advisor
May 3, 2010 |
Advisor Emporium News: Automatic 401(k) Plans Growing... ProShares Offers Inverse ETFs... First Allied Launches Fund Allocator... Curian Adds New Investment Strategies... Advisor Partners Upgrades Portfolio Program... Van Eck Offers Small-Cap Investments... more... |
The Motley Fool
June 8, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Barclays struggles to crack 401(k) market... Funds' cash stakes falling... Fidelity chasing market share... |
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
November 2007 |
Upgrades iShares S&P California Municipal Bond and New York Municipal Bond funds from Barclays begin trading... Morningstar releases new Stewardship Grades for more than 1,000 mutual funds... Rydex launches ETF Essentials... etc. |
Financial Advisor
July 2011 |
Advisor Emporium Fidelity Launches Advisors' Marketing Program... Vanguard Reduces Investment Minimums... Wells Fargo Provides Consultation Services... etc. |
Financial Planning
August 1, 2013 |
Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month. |
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." |
Registered Rep.
May 3, 2007
Kevin Burke |
Fund Shareholders to Advisors: We Need Ya', Big Guy If you are among the mutual-fund only caste of advisors, don't lose heart: Investors really do need your advice. |
The Motley Fool
December 2, 2009
Anand Chokkavelu |
Morningstar Has a AAA-Rated Plan Morningstar announced today that it's getting into the credit rating business. |
Financial Advisor
July 2012 |
Advisor Emporium First Allied launches Women's Impact Network... Fidelity starts Global Equity Income Funds... ProShares launches Covered Bond Fund... |
Registered Rep.
January 1, 2005
Stan Luxenberg |
Grading Governance The mutual fund scandals have put advisors in a tough position: Recommending a fund that ends up in the headlines can deal a serious blow to an advisor's reputation and can even mean lost clients. |
Financial Advisor
May 2012 |
Advisor Emporium Morningstar Advisor Workstation adds PriceMetrix Tools... International Gold Safekeeping Management Opens... Market Vectors launches Indonesia ETF... |
Investment Advisor
August 2010
Marlene Y. Satter |
Morningstar to Rate 529 Plans Morningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within the plans. |
The Motley Fool
June 14, 2011
Amanda B. Kish |
A Game Changer for Mutual Funds Morningstar announces a new analyst ratings system that could have meaningful implications for the mutual fund world. |
Financial Advisor
September 2010 |
Advisor Emporium Advisor Emporium: Schwab Offers Integrated Technology Platform... National Planning Holdings Launches WealthOne... BlackRock Increases ETF Offerings... Goldman Sachs Adds Fund... more... |
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. |
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... |
Financial Planning
September 1, 2012 |
Retirement Advisor Confidence Index: New Index Tracks Advisory Sector The Retirement Advisor Confidence Index is a monthly barometer of business conditions for the wealth management sector. The initial reading of 48.7% shows a modest contraction in business activity |
Financial Advisor
November 2010 |
Advisor Emporium News items from investment advisory firms and new fund offerings. |
Financial Advisor
February 2004
Sydney LeBlanc |
Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms. |
Financial Advisor
October 2008 |
Advisor Emporium The latest news from six well known names in the investment management and advisory industry. |
Financial Advisor
February 2011 |
Advisor Emporium Advisor news: Morningstar Enhances Research, Expands Indexes... Rydex Offers New Equal Weight ETFs... Fiserv Offers New Technology Tools... ProShares Launches First Volatility ETFs... Van Eck Creates New Fund... New Natixis Funds... |
The Motley Fool
September 27, 2010
Amanda B. Kish |
Will Your Bond Fund Blow Up? Consider the risks. |
Financial Advisor
July 6, 2010 |
Advisor Emporium Calvert Foundation Launches Community Fund... Jefferson National Adds New Investments... Fidelity Launches Corporate Bond Fund... Nuveen Offers Diversified Fund... more... |
Financial Advisor
December 2006 |
Advisor Emporium Gemini Fund Launches Series Trust... Equal-Weight Sector ETFs Launched... Index Based On Intellectual Property... etc. |
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
January 2010 |
Broker/Dealer News New developments from The Insured Retirement Institute, Morningstar, and Financial Research Corp.: Insured Retirement Institute praises Mary Shapiro... Morningstar's new credit ratings... New study from Financial Research Corp... |
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
April 2010
Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
Financial Advisor
June 2008
Bruce W. Fraser |
No Longer A Wallflower For your clients' fixed-income portfolios, now may be a desirable time to be thinking of investing in simple, plain vanilla investments. |
Registered Rep.
October 1, 2006
Kevin Burke |
Spinning Their Wheels If you're thinking of steering your clients into life-cycle funds, be sure to kick the tires first. With more and more asset managers rolling out life-cycle funds, it's easy to get caught up in some excitement. But, buyer beware: They can be expensive and have middling performance. |
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
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
June 2012 |
Advisor Emporium State Street launches Upromise 529 plan... Ishares launches new income-focused ETFs... Pyxis Capital introduces Natural Resources Fund... |
Investment Advisor
June 2008 |
Upgrades New products: FundQuest launches nine new funds... Fidelity introduces two online college planning tools... Morningstar announces fifth annual study of 529 plans... eMoney Advisor launches Money bytes... |
The Motley Fool
April 24, 2007
John Rosevear |
Bonds or Bond Funds? What's the best way to add bonds to your retirement portfolio? |
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. |
Investment Advisor
May 2009
Melanie Waddell |
Danger & Opportunity: Raising the Bar An interview with Morningstar's Don Phillips, president of fund research, about the renewed importance of research in investing. |
The Motley Fool
December 31, 2010
Dan Caplinger |
3 Steps to Start Off 2011 Right Check this resolution off your list right now. |
Financial Planning
August 1, 2007
Matthew Posner |
The Bond Buyer The first municipal bond exchange-traded fund will be up and running by the end of this year as Barclays Global Investors iShares has filed a prospectus with the Securities and Exchange Commission outlining the new investment product. |
Financial Advisor
June 2007 |
Advisor Emporium Financial Intermediary Web Site Launched... Rydex Launches High-Yield Funds... Pershing Becomes Bonds Market Maker... etc. |
Investment Advisor
May 2009 |
Upgrades New financial offerings: Payden & Rygel introduces Payden Corporate Bond Fund... ING launches INGCompareMe.com... SPDR Barclays Capital Convertible Bond ETF begins trading on the NYSE... and more... |
Financial Planning
September 1, 2008 |
New Products New alternative products, mutual funds, index funds, retirement products, exchange-traded products, and practice tools. |
Financial Advisor
July 2007 |
Advisor Emporium Pershing Launches Managed Account Network... John Hancock Adds Allocation Options... Matrix Buys Interest In Research Firm... etc. |
Financial Advisor
April 2008
Bruce W. Fraser |
Strategic Income Funds Can Limit Volatility The traditional safe harbor of fixed income in times of extreme market volatility doesn't mean your clients have to settle for today's low yields on Treasurys. Strategic income funds, often overlooked, offer diversity, reduced risk and the potential for higher returns. |
