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Financial Planning May 1, 2011 Merk & Osborne	Currency Play If clients take a more tactical, short-term approach to investing and are willing to accept a higher level of volatility, they may prefer ETFs or ETNs. Clients seeking diversification benefits over the medium and long term would likely prefer mutual funds.
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.
Registered Rep. September 30, 2009 David A. Geracioti	Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled.
On Wall Street June 1, 2011 Carl Resnick	ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available.
The Motley Fool August 17, 2010 Dan Caplinger	This Trap Could Cost You Thousands ETFs can be useful, but you may not be as diversified as you think.
Financial Advisor February 2012	Social Media Losing Some Appeal With Financial Advisors Despite the hype about the benefits social media can bring to financial advisors, most advisors don't find it very useful in their businesses.
Registered Rep. September 30, 2014	Advisor Views on ETFs As exchange traded funds continue to take more market share, the number of advisors using the structure increased to 84 percent in 2014, up from 82 percent in 2013.
Financial Planning August 1, 2007 John J. Bowen	The Best in the Business Financial advisors can learn much from studying the business practices of their most successful peers.
Financial Planning December 1, 2010 Matt Brady	Timing Is Everything The era of historically low income tax rates, when investors enjoyed a maximum tax rate of 15% on long-term capital gains is likely coming to a close. In 2011, federal tax rates will likely revert to higher levels, with more increases expected in 2013 and afterward.
Financial Planning May 1, 2011 Donald Jay Korn	On the Frontier What about investing in the next layer of BRICs-which might include stocks from Bangladesh, Romania, Ivory Coast and Cambodia? These frontier markets might develop into tomorrow's emerging economies. Or sink into oblivion.
Registered Rep. December 8, 2015	2015 Broker Report Card: Show Me The Money Advisors' gross production varied widely by firm in this year's survey results.
The Motley Fool October 30, 2006 Dan Caplinger	Avoid the Boiler Room Some financial advisors know more about sales than they do about investing. Finding good financial advice is tough. Investors with little or no knowledge about their finances are extremely vulnerable to disreputable professionals.
Registered Rep. October 31, 2014	Advisor Views on Alternatives While 70 percent of advisors recommend some form of alternative products to their clients, it's a select group.
Investment Advisor February 2009 Kara P. Stapleton	Stressed Out? It's no news that advisors are overwhelmed, considering the behavior of the markets and the state of the economy.
Registered Rep. March 1, 2008	Plain English: The Cost of Compliance The SEC voted in February to propose changes to the structure of the Form ADV, the disclosure document that all investment advisors must complete.
Financial Planning May 1, 2011 Suzanne McGee	Hot Spots "The potential linkage between geopolitical events and the financial markets is far more significant and relevant to investors today than at any time in the last 20 years," argues Marg Franklin, CEO of Toronto-based Kinsale Private Wealth.
Financial Planning November 1, 2012 Allan S. Roth	Unappealing Alternatives: Investors Flock to Alternative Mutual Funds and ETFs Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it.
Investment Advisor October 2008 Maya Ivanova	War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses.
Registered Rep. October 1, 2012 Diana Britton	A Package Deal Most advisors would say they want to do what's best for their clients. But if that's the case, they better not manage their clients' money on their own; better leave that to the home office, new research from Cerulli Associates shows.
Investment Advisor November 18, 2010 Melanie Waddell	Will ETF Flaws Diminish Their Appeal? The honeymoon period for ETFs is fading
Registered Rep. October 30, 2015	The State of Independence: ETF Plays Advisors' knowledge of exchange traded funds is lacking.
Registered Rep. August 1, 2006 Stan Luxenberg	From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore.
Registered Rep. May 10, 2011 Stan Luxenberg	Despite Long Bull Market, Fund Investors Are Still Cautious Advisors don't appreciate how cautious clients have become, said speakers at the Investment Company Institute's recent general membership meeting in Washington yesterday.
Financial Planning September 1, 2012 Allan S. Roth	John Bogle Interview; Index Fund Champion John Bogle, the legendary champion of index funds, believes advisors add value - and it s not in trying to beat the market.
Financial Planning May 1, 2008 Stacy Schultz	Need for Education A preview of the 2008 Rydex AdvisorBenchmarking Study, a snapshot of the financial advisory business.
Investment Advisor January 2010 Melanie Waddell	Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income.
Investment Advisor April 2008 Lewis Schiff	Like Client, Like Advisor New research reveals the personality traits and practices that help advisors become millionaires themselves.
Registered Rep. March 1, 2006 David A. Geracioti	To Increase Revenue Increase Time Spent With Clients Clients are happier when financial advisors pay close attention to them, and new research suggests that this can manifest itself in more business.
On Wall Street September 1, 2010 Aarti N. Maharaj	Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.
Registered Rep. October 8, 2014 Diana Britton	Are Advisors Disillusioned with Alternatives? According to WealthManagement.com's 2014 AdvisorBenchmarking RIA Trend Report, fewer RIAs are using alternatives in their client portfolios this year than last.
Financial Planning May 1, 2008 Ray Sclafani	To Each His Own For many advisors, teaming up with a coach just makes sense -- and dollars.
Financial Advisor August 2006 Eric Uhlfelder	Profiting From Foreign Exchange Currency exposure can add diversification and gains to portfolios -- if you're careful. Financial advisors should understand from the start that exchange rate movements are notoriously difficult to forecast over the near term.
Financial Planning June 1, 2010 Stacy Schultz	The Next Frontier As an appetite for risk returns, sophisticated investors look to the world's least developed markets to take advantage of growth opportunities early.
Registered Rep. April 28, 2011 Diana Britton	Investors Focused on Managing Risk in Fixed Income With interest rates and inflation expected to rise in the months ahead, investors and advisors are focusing their attention on managing the risks in their fixed income portfolios
Registered Rep. December 8, 2015	2015 Broker Report Card: Stagnating Assets? It's no surprise that younger advisors have fewer assets under management, yet they are growing at a faster clip.
Financial Advisor May 2012	Advisors, Clients See Portfolios Differently Advisors say their clients are fixated more on shorter-term concerns such as one-year returns (54%), their portfolio's absolute returns (49%) and portfolio volatility (41%).
Investment Advisor June 2006 Bob Clark	Clark at Large: Reality Check A good exercise is to periodically examine the things we know to be true and explore why we think so. Here's a list of possible misconceptions financial advisors hold to be true: Client portfolios need international exposure... It doesn't matter what the other advisors do... etc.
Registered Rep. October 30, 2015	The State of Independence: Robo Rising Advisors like automated investment platforms for a number of reasons.
The Motley Fool July 20, 2011 Dan Caplinger	Get All the Tech Stocks You Want Don't wait until all the tech giants announce. Get shares now.
Registered Rep. March 5, 2012 Diana Britton	Yield of Dreams: Live From LA - Taking Advantage of Women Rising Female financial advisors are in the position to take advantage of a huge emerging market.
On Wall Street April 1, 2013 Lorie Konish	Five Questions with Matt Matrisian The director of practice management at Genworth Financial offers advisors tips on avoiding common blind spots.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
Financial Planning July 1, 2008 Suzanne McGee	Global Exposure Only a tiny handful of advisors have taken the step of steering clients into the $2 trillion foreign exchange market.
Financial Planning November 1, 2008 Donald Jay Korn	ETFs After the Fall The impact of the equities market shocks in September and October on ETF asset accumulation isn't yet known; and what the impact of the change in the general investment climate this fall will be on ETFs is anybody's guess.
Investment Advisor March 2009 Bob Clark	We Can Be Heroes One of the only bright spots we've seen has been those firms offering ETFs that short the markets, use leverage, or track commodities indexes.
Investment Advisor September 2009 Philip Palaveev	Tortoise or Hare Which business model is most acceptable to investors? And which to advisors?
Financial Planning July 1, 2012	Women Advisors Forum/Boston: Growing Networks The financial planning industry is waking up to the fact that women advisors possess unique skills they can leverage to build strong practices.
Registered Rep. August 25, 2010 Halah Touryalai	Better Economic Times Ahead? Your Clients Don't Think So. Advisors seem more optimistic about the economy than their own clients, according to a recent survey.
Financial Planning August 1, 2010 Donna Mitchell	Who's Planning? A study by Boston-based AiteGroup found that only 18% of independent advisors make financial planning the center of their practice.
On Wall Street October 1, 2008 Larry Silver	Keeping It Simple Perhaps the best investment strategy for these volatile times, shared by the most successful advisors, was quite simple: Remain fully invested in a basically conservative, diversified portfolio..