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Financial Advisor
December 2008 |
Advisor Emporium New products of interest to the financial advisory industry.   |
Financial Advisor
September 2004 |
Pershing Offering Research, Trust Services Jersey City, N.J.-based Pershing LLC is offering new independent research and trust services... Russell/Nomura: Prime Index Unveiled... SSgA Funds Takes Control: Of Two ETFs... Fidelity Launches Bond Fund... etc. |
Financial Advisor
February 2006 |
Advisor Emporium Funds Target RIAs... Fund Supports Assisted Living Facility... T. Rowe Price Adds Funds... Charitable Planning Sales Kit Launched... Treasury Bond Index Funds Launched... etc. |
Financial Advisor
July 2011 |
Advisor Emporium Fidelity Launches Advisors' Marketing Program... Vanguard Reduces Investment Minimums... Wells Fargo Provides Consultation Services... etc. |
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. |
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. |
Financial Advisor
July 2008
Alan Lavine |
On Target, Or Not Think you can plunk down money on any target date fund as a low-risk way to accumulate retirement savings? Think again. |
Financial Advisor
January 2007
Marla Brill |
Simple Solutions? Life cycle funds are expanding beyond the 401(k) market to financial advisors. Advisors considering using target date funds, whether on a limited or for a broad swath of clients, need to consider a number of features. |
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. |
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. |
Financial Planning
July 1, 2005
Susan Weiner |
Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious. |
BusinessWeek
January 31, 2005 |
A Fixed-Income Fund with a Twist Bill Eigen of Fidelity Strategic Income says a broadly diversified focus and careful risk management help his fund outperform |
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 Advisor
June 2011 |
Advisor Emporium Stories from our June 2011 Advisor Emporium: Russell Program Judges Business Health... Paychex Acquires New Company... RBS Launches Exchange-Traded Notes... more... |
Financial Advisor
February 2007 |
Advisor Emporium Commonwealth Releases New Programs... Raymond James Introduces Charitable Fund... Rydex Doubles Funds' Pricing Capabilities... MSC Starts 2007 Education Program... etc. |
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 Planning
October 2, 2007 |
New Products Alternatives: PowerShares Capital Management has launched two municipal bod ETFs... Insurance: Mass Mutual Life Insurance Co. has introduced Whole Life Legacy 100... etc. |
Registered Rep.
August 1, 2004
Stan Luxenberg |
Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio. |
Registered Rep.
December 22, 2009
Stan Luxenberg |
Forget Stock Market Gains, It's Best to Avoid Losses Many financial advisors and portfolio managers who held to traditional buy-and-hold stock-bond portfolios are now emphasizing new kinds of diversification. |
Financial Advisor
March 2011
Somnath Basu |
Back To Basics Advisors don't need to rely on complicated models to help clients avert losses. |
The Motley Fool
May 19, 2009
Dan Caplinger |
Only You Can Make This Crucial Choice As tempting as it may be, don't just pass off responsibility for your investments to someone else. Sometimes you'll get just the results you want, but more often, what you buy won't live up to your expectations. |
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. |
Financial Advisor
October 2007
Marla Brill |
Do Your Clients' Target Funds Measure Up? How do market watchers come up with apples-to-apples comparisons of target-date funds? The absence of a standardized benchmark has left financial advisors to wade through the burgeoning number of fund choices with only vague and often conflicting guidelines for evaluation. |
Financial Advisor
November 2008 |
Advisor Emporium News and Products: Fee And Commission Platform Launches... IVA Creates New Funds... Fidelity Creates Charitable Pool... ICON Offers SMA Portfolios... NPH Offers Streamlined Advisor Platform... Guardian Adds Annuity Rider... |
Financial Advisor
November 2006 |
Advisor Emporium Partners Focus On European Property... CCA Unveils Web-Based Retirement Plan... Seven SRI Portfolios Launched... Fidelity DAF Lowers Contribution Minimum... etc. |
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 Planning
September 1, 2006
Scott A. Leonard |
The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it. |
The Motley Fool
September 19, 2006
Zoe Van Schyndel |
Retirement Planning the Easy Way? As you plan for retirement, a target fund might be worth considering. Make sure that the fund you select matches your risk tolerance and your personal retirement goals. |
Financial Advisor
September 2006
Bruce W. Fraser |
Donor-Advised Funds Take Off Planned giving hasn't cut financial advisors out of the picture. |
The Motley Fool
May 12, 2011
Amanda B. Kish |
Can You Retire on $75,000? Some tips to pump up your nest egg. |
Investment Advisor
January 2008
Kathleen M. McBride |
Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes. |
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
June 13, 2008
Julie Clarenbach |
A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them. |
Financial Planning
November 1, 2008
David A. Twibell |
Floating Above the Rest Where can advisors find decent yields for clients without getting their heads handed to them if, as many expect, the Federal Reserve ratchets up interest rates next year? One option may be floating-rate loans. |
Financial Planning
October 1, 2013
Craig L. Israelsen |
Should Clients Avoid Bonds Now? With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't. |
Financial Advisor
May 2005
Karen DeMasters |
Substituting For Stable Value Funds Despite the popularity that stable value funds have enjoyed in the last few years, as part of a diversified portfolio for individuals' retirement accounts, the unique funds have fallen by the wayside in recent months as financial advisors search for alternative investments for their clients. |
Financial Planning
January 1, 2011 |
Hot Topics Recovery going on in charitable donations... new target-date fund proposals... alternative strategies for charitable giving... |
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
September 1, 2008 |
New Products New alternative products, mutual funds, index funds, retirement products, exchange-traded products, and practice tools. |
The Motley Fool
June 10, 2010
Scott Holsopple |
The $5.5 Billion Mistake Are you throwing your retirement money out the window? |
Financial Planning
September 1, 2007
Donald Jay Korn |
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. |
Registered Rep.
June 1, 2008
Stan Luxenberg |
Pay It Out Now that the Baby Boomer generation is retiring in droves, fund companies are focusing on a thorny question: How can retirees obtain reliable income from their investments? |
The Motley Fool
March 24, 2005
Josie Raney |
Do Targeted Funds Hit Your Mark? Look before you take the lifecycle leap. If you're a beginning investor, these funds can offer inexpensive, no-fuss, diversification -- provided you choose the one that best suits your investing timeline and tolerance for risk. |
Financial Planning
December 1, 2007 |
New Products Alternatives: State Street Global Advisors has created the SPDR Lehman International Treasury Bond ETF... Wealth ADV unified managed account... Practice Tools: Virtual Interoffice Platform... etc. |
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. |
Registered Rep.
January 18, 2011
Jerry Gleeson |
Record Generosity at Schwab, Fidelity Giving Accounts Double-digit market returns in 2010 helped boost Americans' charitable spirit, with top donor advised funds reporting new records in charitable contributions. |
Financial Advisor
May 2010
Gail Liberman |
Understanding Indexes Popularity, turnover, structure and other factors affect index funds and ETFs. |
Financial Planning
May 1, 2006
Marshall Eckblad |
Industry New Products Alternatives: The American Stock Exchange has listed five additional ETFs... Virtual sales tool kit for executive bonus plans and restricted bonus arrangements... Insurance: Jefferson National Life Insurance has added two Rydex funds... etc. |
Financial Planning
September 1, 2007 |
New Products WisdomTree has launched the Emerging Markets High-Yielding Equity Fund... Robb Report Global Luxury Index and ETF... Options for HealthShares Emerging Cancer ETF... Ameritas has added Acacia Advisor Term insurance... LifeElements and LifeStratos... First American Funds has launched three additional large-cap mutual funds... etc. |
The Motley Fool
August 26, 2009
John Rosevear |
It's Not Too Late to Save Your Retirement No matter your age, there are still things you can do to improve your retirement. |
