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Financial Advisor
May 2011
Advisor Emporium Curian launches research portfolio... Investors Capital creates VIP desk... USAA expands mutual fund access... mark for My Articles similar articles
The Motley Fool
October 6, 2010
Amanda B. Kish
More Top Investments for Your Retirement Cover your retirement bases with some familiar fund names: Vanguard 500 Index... State Street Global S&P 500 Index... American Funds EuroPacific Growth... PIMCO Total Return... American Funds Growth Fund of America... mark for My Articles similar articles
The Motley Fool
June 1, 2007
Amanda B. Kish
Foolish Weekly Fund Wrap-Up Socially responsible funds are raking in the assets. Vanguard FTSE Social Index Fund... Neuberger Berman Socially Responsible Fund... TIAA-CREF Social Choice Equity Fund... etc. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
September 1, 2008
New Products New alternative products, mutual funds, index funds, retirement products, exchange-traded products, and practice tools. mark for My Articles similar articles
The Motley Fool
June 18, 2010
Dan Caplinger
Shoot for the Right Target Target-date funds still make sense for retirement, if you know what you're doing. mark for My Articles similar articles
Financial Planning
July 1, 2006
Israelsen & Walker
Right on Target? Life-cycle funds are relatively new. Here are the pros and cons of investing in target-date funds. mark for My Articles similar articles
Financial Advisor
August 2008
Frontline News News for the financial industry: Alliance Creates New Retirement Option... Direxion Launches Two New Funds... Genworth Launches IRA Variable Annuity... Paperless Account Opening Offered... Jefferson National Expands VA Offerings... Vanguard Introduces New Index Fund... mark for My Articles similar articles
The Motley Fool
February 21, 2007
Selena Maranjian
A Mutual Fund Just for You There's a relatively new development in the financial world that can make your retirement savings a lot simpler: Meet your new friend, the target-date mutual fund. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 19, 2010
Amanda B. Kish
Jumping on the Commodity Bandwagon If you own a target-date fund, make sure you know whether your fund is moving into commodities. mark for My Articles similar articles
Financial Advisor
April 2007
Advisor Emporium NPC Launches ETF-Based 401(k) Program... MG Advisory Launches IMA Platform... Vanguard Launches International Fund... etc. mark for My Articles similar articles
Financial Advisor
May 2005
Jeff Schlegel
"Assets-In-A-Box" Investing Considering the appeal of prepackaged asset allocation, it's little wonder that lifecycle funds are one of the hottest areas in the mutual fund industry. mark for My Articles similar articles
Financial Advisor
April 2010
Marla Brill
A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
June 3, 2010
Advisor Emporium Advisor news: Fidelity Unveils Fully Bundled 401(k) Plan... Pershing Offers Practice Health Checkup... Ave Maria Offers Equity Fund... Equinox Creates Actively Managed Fund... Vanguard Offers Commission-Free Trades... more... mark for My Articles similar articles
The Motley Fool
May 18, 2010
Dan Caplinger
These 5 Free Vanguard ETFs Make a Winning Portfolio What's the best way for ordinary investors to create a diversified portfolio using solely Vanguard ETFs? Here's one possible lineup. mark for My Articles similar articles
BusinessWeek
May 27, 2010
Amy Feldman
Goldman Sachs Goes After Your Retirement Money Goldman Sachs is targeting a $2.7 trillion market with alternative asset funds such as commodities and real estate, and designing target-date funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
The Motley Fool
March 27, 2007
Selena Maranjian
What's Your Work-to-Retirement Ratio? See whether you'll be able to afford retirement -- the answer may surprise you. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 12, 2011
Amanda B. Kish
Can You Retire on $75,000? Some tips to pump up your nest egg. mark for My Articles similar articles
Registered Rep.
November 4, 2010
Diana Britton
More Proof that Retail Investors Buy High and Sell Low Still reeling from the "lost decade," retail investors are sitting on the sidelines, keeping their investments in cash and bonds, according to a study by MFS Investment Management. mark for My Articles similar articles
The Motley Fool
June 14, 2007
Jill Ralph
Don't Sabotage Your Retirement To give yourself a chance at a truly golden retirement, don't let inertia take hold of you -- in either your saving or your investing. mark for My Articles similar articles
The Motley Fool
March 10, 2008
Selena Maranjian
I'm Bucking the Trend Index funds are gaining momentum -- but should they? mark for My Articles similar articles
The Motley Fool
September 27, 2007
Amanda B. Kish
Vanguard Thinks Outside the Box For years, Vanguard has shunned the practice of chasing new investing trends, but as wealthy investors are turning to different asset classes, and as Vanguard faces more intense competition, the firm has begun exploring new avenues. mark for My Articles similar articles
The Motley Fool
February 23, 2010
Amanda B. Kish
Are Advisors Making Smart ETF Choices? It looks like many of them are jumping on the bandwagon. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
October 1, 2006
Kevin Burke
Spinning Their Wheels If you're thinking of steering your clients into life-cycle funds, be sure to kick the tires first. With more and more asset managers rolling out life-cycle funds, it's easy to get caught up in some excitement. But, buyer beware: They can be expensive and have middling performance. mark for My Articles similar articles
The Motley Fool
December 31, 2010
Dan Caplinger
3 Steps to Start Off 2011 Right Check this resolution off your list right now. mark for My Articles similar articles
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. mark for My Articles similar articles
CFO
May 1, 2009
Lynn Brenner
Are Target Funds on Target? The "simple" investment option may be more complicated than you think. mark for My Articles similar articles
Investment Advisor
August 2006
Savita Iyer
Retirement Planning: Behind the Numbers Advisors are looking overseas for income-producing equities and fixed income to get the best out of the markets for their clients' retirement. mark for My Articles similar articles
The Motley Fool
September 8, 2008
Selena Maranjian
ETFs on the Rise Will exchange-traded funds put mutual funds out of business? mark for My Articles similar articles
Financial Advisor
November 2012
Advisor Emporium Taylor Xplor Managed Futures Strategy Fund... J.P. Morgan Introduces Re-enrollment Analyzer Tool... MFS launches Equity Income Fund... mark for My Articles similar articles
Financial Advisor
January 2011
Advisor Emporium New financial products: Altegris Offers Actively Managed Futures... College Planning Tool Available... Securian Partners With 401(k) Advisors... Jackson Introduces LifeGuard Freedom Flex... ETF Securities Offers Combined Metals... more... mark for My Articles similar articles
Investment Advisor
April 2010
Melanie Waddell
Folio(k) Retirement Platform Includes ETFs Folio Institutional is furthering its foothold in the retirement planning space with the launch of a 401(k) platform using target-date folios of exchange-traded funds (ETFs). mark for My Articles similar articles
The Motley Fool
March 25, 2008
Chuck Saletta
The World's Easiest Retirement Plan Doing anything -- anything at all! -- to prepare for retirement, is better than doing nothing. Read on for our simple plan. mark for My Articles similar articles
On Wall Street
September 1, 2012
Matthew Lemieux
Market Uncertainty Drives Investors Toward Index-Based Equity Funds European sovereign debt concerns and the U.S. debt-ceiling debacle spurred market volatility, pushing investors toward index-based equity funds. mark for My Articles similar articles
The Motley Fool
January 4, 2012
Chuck Saletta
Get Paid to Keep Your Investing Resolutions: Invest More Between the tax advantages and the potential for an employer match, investing in your 401(k) or 403(b) plan is almost like getting paid to invest. mark for My Articles similar articles
Real Estate Portfolio
May/Jun 2006
Steve Bergsman
Indexes: An Investment Strategy or Investment Benchmark While real estate index fund investing remains a niche play, the number of individual funds continues to expand, which means conservative investors or those investors seeking to reduce volatility associated with actively managed funds have more options from which to choose. mark for My Articles similar articles
Registered Rep.
September 1, 2005
Kristen French
Vanguard to Advisors: Let's Snuggle Now that the fund giant's founder is retired, the company is tinkering with its business model to appeal to registered investment advisors, particularly for its VIPER exchange-traded funds (ETFs). mark for My Articles similar articles
Financial Advisor
August 2006
Advisor Emporium Prices Lowered For ING TermSmart... Legacy Planning Web Site Opened... First American Launches Retirement Fund... MassMutual Unveils New Retirement Account... Socially Responsible Retirement Program Offered... mark for My Articles similar articles
The Motley Fool
May 16, 2011
Amanda B. Kish
Owning These Investments Just Got Easier The market's friendliest funds become even friendlier. mark for My Articles similar articles
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. mark for My Articles similar articles