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Financial Advisor October 2012 Eric Rasmussen	The All-Star Game When our publication hunted for the cream of the crop among research management teams, these professionals made the all-star team, according to peers.
On Wall Street September 1, 2011 Elizabeth Wine	Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds.
Financial Planning December 1, 2008 Suzanne McGee	The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds?
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.
Financial Advisor June 2009 Marla Brill	ETF Portfolios To Go ETF portfolio management services pitch to financial advisors.
Financial Planning November 1, 2010 Donald Jay Korn	Separate Ways As fee-oriented investment management increasingly appeals to advisors and clients, fee-structured accounts are growing apace. Or not, depending on how the terms are defined.
Registered Rep. April 3, 2012 Diana Britton	Caution: Contents May Be Hot ETF managed portfolios -- separately managed accounts with over half of their assets in ETFs -- are among the latest hot products everyone is talking about.
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.
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.
On Wall Street October 1, 2010 Neil O'Hara	Alternatives: Vehicles That Smooth Returns A decade of tepid returns in the equity market has increased interest in investments that exhibit low correlation to traditional asset classes like stocks or bonds.
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.
Financial Advisor April 2010 Marla Brill	A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios.
Financial Advisor December 2011 Marla Brill	Still Ahead ETF assets have more than quadrupled since 2004, but mutual funds are still favored by advisors.
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.
Registered Rep. February 19, 2010 Stan Luxenberg	How To Size Up An ETF Advisors remain divided about ETFs. At one end of the spectrum a growing number of advisors are putting all their assets in ETFs. At the other extreme are those who steer completely away from the funds. A third group shops selectively.
Financial Advisor May 2011	Advisor Emporium Curian launches research portfolio... Investors Capital creates VIP desk... USAA expands mutual fund access...
Financial Planning July 1, 2009 Donald Jay Korn	Down But Not Out For mutual funds, 2008 was the year of the ebb tide: Long-term funds saw net outflows of $226 billion. The carnage continued in the first quarter of 2009, when an additional $43 billion flowed out of equity funds.
Financial Advisor June 2008 Marla Brill	The New ETF Frontier This spring, after over seven years of SEC evaluation and paper shuffling, a handful of actively managed ETFs finally debuted.
Investment Advisor April 2009 Bob Clark	Clark at Large: Timing Is Everything Now that (nearly) all asset classes have sunk, advisors are rethinking their investment strategies.
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.
Financial Advisor April 2010 Jeff Schlegel	An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence.
Financial Advisor March 2006 Marla Brill	Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors.
Investment Advisor April 2006 Maya Ivanova	Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements.
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.
Registered Rep. December 1, 2011 Diana Britton	Is Tactical Investing Wall Street's Next Clown Act? There's a renewed interest in tactical asset allocation and new products that cater to that method.
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.
Registered Rep. September 1, 2003 David A. Gaffen	Giants Among us Debbie Jorgensen's book is pushing a half billion dollars, but the true measure of her success is this: She now gets to tell her company's bosses what to do. Jorgensen, with nearly two decades of experience at Merrill Lynch, has recently been appointed head of the firm's advisory committee to management.
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.
Financial Planning May 1, 2005 Donald Jay Korn	Passive Investing Financial planners interested in passive real estate funds can choose from a broad array, from straightforward index mutual funds to ETFs to enhanced index funds.
Financial Planning November 1, 2009 Stacy Schultz	ETFs' Glory Days At a time when the market was swinging by hundreds of points a day, exchange-traded funds (ETFs) offered a more secure alternative.
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.
Financial Advisor June 2012 Jeff Schlegel	Taking Flight More advisors are launching funds, but building assets isn't easy.
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. 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?
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.
Financial Advisor October 2004 Tracey Longo	Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying.
Investment Advisor June 2009 Vaughan Scully	ETF Advisor: ETFs for Cash Over the past year, ETFs holding money market securities -- Treasury, municipal, and corporate bonds that mature in less than a year -- have sprung up to give investors a "cash-equivalent" ETF option.
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.
Entrepreneur March 2004 Scott Bernard Nelson	Do It Your Way Tailor your portfolio with separately managed accounts.
Financial Planning September 1, 2011 Donald Jay Korn	Double Plays When clients want a total return fund, it may be difficult for advisors to sort out the options. Determining what role a total return fund can play in a client's portfolio requires a deeper understanding of this confusing category.
Registered Rep. April 6, 2011 Diana Britton	Do-It-Yourself Advisors Launch Alternative Funds As assets continue to flow to alternatives in the wake of the financial crisis of 2008 and 2009, many advisors are launching their own alternatives strategies to meet that demand.
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.
Financial Advisor August 2005 Sydney LeBlanc	ETFs and SMAs: Side By Side Now, separately managed accounts can mean anything, from an entire basket of different separate account managers to an account also holding mutual funds, cash, and exchange-traded funds, or ETFs. Of these companion investment vehicles, ETFs are proving to be one of the most popular.
Financial Planning October 1, 2010 Donald Jay Korn	A Bigger Slice Of all the challenges that the fund industry has faced and still faces, a stagnant stock market may be the most serious.
Financial Advisor December 2008 Marla Brill	ETF Growth Expected What was bad news for the stock market in 2008 may prove to be good news for ETFs in 2009.
Investment Advisor October 2006 James J. Green	Harvest Time All the Time A connoisseur explains how to use ETFs to harvest tax losses year-round.
On Wall Street June 1, 2011	The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more.
Financial Advisor July 2010 Jeff Schlegel	Seeking Alpha, Avoiding Beta Advisors turn to alternative investments in search of returns without the volatility.
Financial Advisor June 2006 Tracey Longo	Symposium Roundup The 2nd Annual Financial Advisor Symposium showed how to transform your practice to meet retiring boomers' needs.
Investment Advisor January 2006 Steve Moeller	The Business of Advice: When Talk Isn't Cheap Have bigger conversations with financial advisory clients; both of you will benefit.