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Financial Advisor
September 2012
Eric Rasmussen
Absolute Tonic Water? Fund firms are offering an apple to investors: absolute positive returns. mark for My Articles similar articles
Investment Advisor
November 2009
Melanie Waddell
Danger & Opportunity: Crafting a Better Target Date Fund A conversation with Bob Reynolds about Putnam's revamped target date funds as well as the investing environment in general. mark for My Articles similar articles
Financial Advisor
December 2009
Evan Simonoff
Absolute Return Obsession With the correlation landscape changing, the interest in absolute return funds is growing. mark for My Articles similar articles
Registered Rep.
January 21, 2011
Stan Luxenberg
Fund Families Rolling Out Absolute Return Funds Seeking to reach skittish investors, fund companies have been introducing a wave of absolute return funds. mark for My Articles similar articles
Financial Planning
August 1, 2008
William Harding
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments. mark for My Articles similar articles
Registered Rep.
May 3, 2011
Diana Britton
Rising from the Ashes: Putnam Makes Comeback With Advisors Since 2008, Putnam's assets have grown from $39.8 billion to $69 billion as of the end of March. mark for My Articles similar articles
Investment Advisor
February 2009
Kara P. Stapleton
Upgrades New products and programs: Putnam Investments launches four absolute return mutual funds... TD Ameritrade Institutional launches new Unified Managed Account (UMA) program... SEC approves temporary exemptions allowing LCH.Clearnet Ltd. to operate as a central counterparty for credit default swaps... mark for My Articles similar articles
Financial Advisor
August 2, 2010
Advisor Emporium New Products: Fidelity Launches New Resource... Schwab Rolls Out Reporting Tool... Putnam Funds Top $2 Billion... New Investment Entity Created... MarketCounsel Creates Virtual Vault... Securities America Launches Tools... mark for My Articles similar articles
Financial Advisor
February 2004
Evan Simonoff
The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2006
Marla Brill
Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
June 2009
Sherri Scordo
Advisor Emporium Genworth Financial Wealth Management is enhancing its investment management platform to help advisors through the current challenging market mark for My Articles similar articles
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%). mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
May 2011
Jeff Schlegel
Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments. mark for My Articles similar articles
BusinessWeek
December 12, 2005
Lewis Braham
Funds Made To Deliver "Absolute return" mutual funds aim for a positive result no matter how the stock market does. mark for My Articles similar articles
Financial Planning
November 1, 2006
Elizabeth O'Brien
Fund Manager Profile Taking the Global View: Jeff Knight leads a standout fund at beleaguered mutual fund group Putnam. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
February 1, 2011
Diana Britton
American Funds: A Victim of Its Own Success? The mutual fund giant's fortunes seem to have turned, with sizeable outflows. mark for My Articles similar articles
Investment Advisor
July 1, 2011
John Sullivan
Catching up with... Bob Reynolds In June 2008, Bob Reynolds, the former Fidelity Investments vice chairman and COO, joined Putnam Investments. His impact was nearly immediate. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
February 1, 2013
Matthew Lemieux
Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
October 1, 2013
Jeff Tjornehoj
Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers. mark for My Articles similar articles
On Wall Street
August 1, 2011
Matthew Lemieux
The Growth of Non-Traditional Strategies When added to an investment portfolio, non-traditional approaches in mutual funds may create opportunities for return enhancement or risk reduction. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
July 15, 2010
Strategies for Capitalizing on Alternative Assets A high-net-worth financial adviser talks about how to hedge your bets. mark for My Articles similar articles
Investment Advisor
January 2007
Ivanova & Kahler
The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas. mark for My Articles similar articles
Investment Advisor
June 2010
Bob Clark
Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios. mark for My Articles similar articles
Registered Rep.
April 18, 2011
Diana Britton
Move Over Morningstar: Advisors Tout Ease of Use of Putnam's New Fund Tool Putnam Investments rolls out its new FundVisualizer, an open-architecture tool that allows advisors to research and compare over 10,000 mutual fund and ETF offerings through a web-based interface. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
June 28, 2011
Diana Britton
Putnam: Advice Plays Large Role in Retirement Readiness Individuals who receive professional financial advice are more likely to be prepared for retirement, no matter what their income level is, according to a recent survey. mark for My Articles similar articles
Investment Advisor
January 2006
Jeff Joseph
Hedgeworld Hedge Fund Focus: Full Speed Ahead for Hedge Funds SEC regulation, demand for additional transparency, and tales of occasional fraud are but speed bumps on a trajectory that could see hedge fund assets quadruple by the end of the decade. mark for My Articles similar articles
Financial Planning
November 1, 2009
Donald Jay Korn
Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts. mark for My Articles similar articles
Financial Advisor
July 2007
Sharon Weinberg
MFOs And Alternatives Soup Multiple disciplines and multiple products converge in the making of independent-minded financial planners and their clients. mark for My Articles similar articles
Financial Planning
September 1, 2008
Stacy Schultz
Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 17, 2010
Dan Caplinger
Is Your Financial Advisor Nuts? Advisors are trying to get their clients to take more risk. mark for My Articles similar articles
Financial Advisor
January 2006
Sydney LeBlanc
Breaking The Mold The new SMA environment will allow advisors to demonstrate in a truly value-added fashion that they bring a great deal of expertise to the table from which clients can benefit. mark for My Articles similar articles
Investment Advisor
October 2010
Jeff Joseph
Exits Over Outflows Progressive investment advisors would be well-advised to adapt their core competencies to embrace more diverse and opportunistic investment opportunities outside the public equities markets. mark for My Articles similar articles
Financial Advisor
May 2010
Andrew Gluck
Private Equity Pitfalls Few advisors possess the resources required to research these deals. mark for My Articles similar articles
On Wall Street
October 1, 2009
Elizabeth Wine
Hedge Funds: Are They Worth It? Strategists in the wirehouses and elsewhere say hedge funds were wrongly maligned, and that the good funds can still serve the purpose of diversifying a portfolio and reducing risk. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
December 1, 2010
Suzanne McGee
Other Alternatives Advisors will need to devote more time to scrutinizing the ever-growing number of new products. And with each debut, they'll have to go back to the drawing board and decide whether the product makes the grade. mark for My Articles similar articles
Registered Rep.
August 8, 2013
Diana Britton
Advisors Pick Winning Funds: Skill or Statistical Noise? A new study says advisors are better at predicting future fund winners, but is it skill or statistical noise? mark for My Articles similar articles