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On Wall Street July 1, 2011 Carl Resnick |
Like A Stock, But Different Advisors looking for cost-effective options for building diversified portfolios are continuing to turn to exchange-traded funds. |
Investment Advisor October 2010 Vaughan Scully |
What Trading Volume Says About ETFs Trading volume doesn't necessarily equal liquidity. |
Financial Advisor October 2012 Marla Brill |
Don't Rule Out Smaller ETFs Many have unique investment methodologies that offer alternatives to traditional indexes. |
Investment Advisor April 1, 2011 Tom Lydon |
ETFs and Liquidity: A Primer If you're an advisor concerned about liquidity in low-volume ETFs, you're not helpless. Among your options is using the services of alternate liquidity providers. |
Registered Rep. March 4, 2011 Diana Britton |
New ETF Tools Could Boost ETF Assets, Smaller ETF Players New ETF analysis tools introduced last month from Morningstar and IndexUniverse may attract more assets to ETFs and expand the pool of ETFs that financial advisors use in client portfolios, said three ETF consultants |
On Wall Street November 1, 2009 Jeff Ptak |
Advisors: Proceed With Caution When Using ETFs While they are a great tool, advisors must proceed cautiously when considering ETF strategies, such as bond ETFs and more exotic offerings, such as commodity tracking funds, leveraged ETFs and Exchange Traded Notes. |
On Wall Street October 1, 2010 |
Five Questions With Laura Morrison A short conversation with the head of the U.S. ETF Business at NYSE Euronext. |
Financial Planning July 1, 2007 Marshall Eckblad |
5 Questions The founder of IPOX Schuster speaks about the exploding ETF market. |
Financial Advisor October 2005 Matthew Hougan |
Shorting ETFs Gets Sold Short Although many advisors are reluctant to short exchange-traded funds (ETFs), it's important to remember that ETFs are less risky on the short side than individual stocks, as they are not susceptible to short squeezes. |
Financial Planning November 1, 2007 Donald Jay Korn |
Thick or Thin? A few ETFs account for most of the trading volume in this popular asset class. The rest merit close scrutiny -- for costs, liquidity and diversification. |
Registered Rep. March 1, 2012 Diana Britton |
Yield of Dreams: Could Pimco's New Active ETF Turn Advisor Heads? Could the new PIMCO fund be the bellwether active ETFs need to gain traction among advisors? |
Investment Advisor November 2007 Kara P. Stapleton |
ETF Education The industry has fallen short in informing investors about exchange-traded funds, according to a Rydex survey of 500 mutual fund investors. |
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. |
Financial Advisor December 2011 Marla Brill |
Still Ahead ETF assets have more than quadrupled since 2004, but mutual funds are still favored by advisors. |
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. |
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. |
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. |
The Motley Fool February 4, 2008 Zoe Van Schyndel |
Boom Times for ETFs The forces driving the rapid expansion of ETFs are their low costs, transparency, liquidity, and tax efficiency. Read on to see which funds are keeping the boom going. |
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. August 11, 2010 Stan Luxenberg |
On the ETF Death Watch Investors have been pouring into exchange-traded funds. But not all ETFs are prospering |
The Motley Fool October 12, 2011 Selena Maranjian |
ETFs Can Kick You to the Curb Many ETFs that are here today may be gone tomorrow. Look for a respectable size in your ETFs, along with low fees. And know that there are often good substitute investments available. |
Investment Advisor February 2010 James J. Green |
Schwab Keeps Up the Price Pressure Cuts equity commissions to $8.95 per trade; rolls out more commission-free ETFs. |
The Motley Fool September 1, 2010 Amanda B. Kish |
How to Win at the ETF Game Make cost one of your primary objectives when shopping for exchange-traded funds or other investments. |
Financial Advisor July 2011 Michelle Knight |
Rethinking Bond ETFs Most investors buy bond ETFs at a premium and sell at a discount, a dynamic that is an undeniable black mark on fixed-income ETFs. |
Financial Planning October 1, 2009 Donna Mitchell |
ETFs Activated A new white paper examines the performance of exchange-traded funds (ETFs) from 1998 to 2008, and provides insight into what is ahead for ETFs. |
The Motley Fool May 18, 2009 Dan Caplinger |
Don't Let Dying ETFs Snare You In a sign of the times, some ETFs have decided to pull the plug after failing to attract a big following from investors. |
Financial Advisor August 2010 Marla Brill |
Lessons From The 'Flash Crash' Were ETFs victims or culprits on May 6, when they were jolted more than other kinds of equities? |
Financial Advisor March 2012 Tom Lydon |
Slow Build Companies have lined up to introduce active ETFs, but so far less than 1% of ETF assets are in these products. |
The Motley Fool March 25, 2008 Dan Caplinger |
The Recession's Next Casualty While ETFs overall are still doing well, the entire market's success is highly concentrated among just a few funds. Has the ETF industry reached its peak? |
The Motley Fool October 22, 2008 Zoe Van Schyndel |
R.I.P., ETFs? As so many big Wall Street firms merge or collapse, ETFs have not been spared from the carnage. The credit crisis could send a slew of funds to their graves. |
Financial Planning June 1, 2008 Jerry Moskowitz |
Active ETFs Are the new active ETFs a necessary invention, or an example of a highly specialized market talking among itself? And most importantly, will they sell? |
Financial Advisor April 2010 Marla Brill |
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. |
On Wall Street August 1, 2009 Matt Ackermann |
New ETFs Help Advisors Get Clients Back into the Market The increase in ETFs will help advisors get their clients back into the market so they can profit from the upswing without huge expense. |
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. |
Investment Advisor March 1, 2011 Savita Iyer-Ahrestani |
Growing Choice, Shrinking Globe Thanks to burgeoning of the index-based global ETF industry, many of today's country and sector specific ETFs are so narrow and so focused that they allow both advisors and investors to have an increasingly targeted and tactical approach to international investing. |
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 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 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. |
The Motley Fool January 19, 2010 Amanda B. Kish |
The Hottest Trillion-Dollar Investment Read these tips before jumping into the popular world of exchange-traded funds. |
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. |
The Motley Fool February 5, 2008 Selena Maranjian |
Beware of ETFs Closing When exchange-traded funds close, as 11 ETFs reportedly did recently, that's not a good thing. How can be confident that the one you choose won't? |
The Motley Fool October 4, 2010 Dan Caplinger |
Don't Buy an ETF Without Reading This The flash crash spells big danger for ETFs. |
The Motley Fool August 16, 2007 Zoe Van Schyndel |
Berries for the Bears The increased shorting of ETFs by hedge funds is a sign that the smart money crowd knows a good thing when they see it. |
The Motley Fool March 16, 2011 Dan Caplinger |
4 ETF Trends You Must Know About Ignore these hot ETF investments at your peril. |
Financial Planning March 1, 2007 Donald Jay Korn |
ETF Mania! As the number of exchange-traded funds explodes, planners are deploying them to bring sophisticated institutional strategies to affluent clients. |
Financial Advisor February 2, 2009 Raymond Fazzi |
ETFs As Defensive Plays Advisors say ETFs can be a useful tool when implementing downside protection strategies. |
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. |
The Motley Fool December 3, 2010 Brad Hessel |
ETFs Limit IPOs and Increase Risk? Not So Fast! A rebuttal to the Kauffman report on ETFs. |
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. |
Investment Advisor August 2008 Kara P. Stapleton |
Ups & Downs of ETFs Here are some of the results of a joint survey of investment professionals exploring the impact of exchange-traded products on the financial advisory business. |