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Financial Advisor May 2011 |
Advisor Emporium Curian launches research portfolio... Investors Capital creates VIP desk... USAA expands mutual fund access...  |
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...  |
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.  |
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.  |
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.  |
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.  |
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 18, 2010 Dan Caplinger |
Shoot for the Right Target Target-date funds still make sense for retirement, if you know what you're doing.  |
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.  |
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...  |
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.  |
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.  |
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.  |
Financial Advisor April 2007 |
Advisor Emporium NPC Launches ETF-Based 401(k) Program... MG Advisory Launches IMA Platform... Vanguard Launches International Fund... etc.  |
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.  |
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 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.  |
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...  |
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.  |
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.  |
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 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 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.  |
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.  |
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.  |
The Motley Fool May 12, 2011 Amanda B. Kish |
Can You Retire on $75,000? Some tips to pump up your nest egg.  |
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.  |
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.  |
The Motley Fool March 10, 2008 Selena Maranjian |
I'm Bucking the Trend Index funds are gaining momentum -- but should they?  |
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.  |
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.  |
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 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.  |
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.  |
The Motley Fool December 31, 2010 Dan Caplinger |
3 Steps to Start Off 2011 Right Check this resolution off your list right now.  |
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.  |
CFO May 1, 2009 Lynn Brenner |
Are Target Funds on Target? The "simple" investment option may be more complicated than you think.  |
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.  |
The Motley Fool September 8, 2008 Selena Maranjian |
ETFs on the Rise Will exchange-traded funds put mutual funds out of business?  |
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...  |
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...  |
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).  |
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.  |
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.  |
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.  |
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.  |
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).  |
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...  |
The Motley Fool May 16, 2011 Amanda B. Kish |
Owning These Investments Just Got Easier The market's friendliest funds become even friendlier.  |
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.  |