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Financial Planning August 1, 2013 |
Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month.  |
Investment Advisor March 2010 |
More Advisors Embrace Alternatives Advisors are increasingly turning to alternative investments, not as a source of outsized returns, but rather to provide true diversification to clients' portfolios.  |
Financial Planning December 1, 2012 |
Retirement Advisor Confidence Index: Cash Gains as Confidence Slips Portfolios reflect a decline in risk tolerance; advisor fees inch higher  |
Investment Advisor May 2008 James J. Green |
How's It Playing in Peoria? Several recent measures of advisor and client sentiments portray a significant lack of confidence in both the current state and the near-term outlook for the markets and the economy.  |
Financial Planning July 1, 2009 Donna Mitchell |
A Brighter Outlook Advisors' confidence in the economy and the stock market improved in May, to a reading of 100.48 -- up nearly seven points from 93.59 in April.  |
Financial Planning November 1, 2012 |
Retirement Advisor Confidence Index: Risk Tolerance Grows Again Financial Planning s Retirement Advisor Confidence Index rose for the second straight month in October, indicating continued optimism among the planning community.  |
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.  |
Financial Planning February 1, 2013 |
Retirement Advisor Confidence Index: Rosier Outlook Risk tolerance and a growing taste for equities help the January index climb back after two straight declines.  |
Financial Planning January 1, 2013 |
Retirement Advisor Confidence Index: Worries Grow A drop in risk tolerance pulls down the latest index reading.  |
Investment Advisor August 2009 Melanie Waddell |
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement.  |
Financial Planning June 1, 2013 |
Advisors Upbeat as Stocks Rise Planner sentiment climbs to a new high as clients stress optimism.  |
Financial Planning July 1, 2013 |
Advisors Show Mixed Views of Markets Readings show a modest lift in client optimism but a drop in retirement activity.  |
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.  |
Financial Planning April 1, 2013 |
Retirement Advisor Confidence Index: Reality Check for Planners Advisor sentiment slips after a giddy start to the year, as clients sound a cautious note.  |
Financial Planning May 1, 2013 |
Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.  |
Financial Planning September 1, 2013 |
Advisor Confidence Rises, as Does Taste for Risk The index reverses its fall, led by shifts in client behavior and market performance.  |
Financial Planning September 1, 2012 |
Retirement Advisor Confidence Index: New Index Tracks Advisory Sector The Retirement Advisor Confidence Index is a monthly barometer of business conditions for the wealth management sector. The initial reading of 48.7% shows a modest contraction in business activity  |
Registered Rep. August 17, 2011 Brad Zigler |
ETF Strategies to Profit During Times of Stagflation Advisors need to be heard as the voice of reason over the din of market panic.  |
BusinessWeek May 14, 2007 Lewis Braham |
A Two-Way Wager On Commodities Rydex' new fund allows investors to play the ups and downs of the futures market.  |
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.  |
Investment Advisor May 2006 |
Upgrades Standard & Poor's launched the S&P Completion Index... Rydex Investments received a private letter ruling from the IRS... Fidelity Investments registered with the SEC... etc.  |
Financial Advisor May 2011 Jeff Schlegel |
Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments.  |
Investment Advisor September 2009 Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.  |
Investment Advisor August 2008 Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets  |
Registered Rep. June 15, 2009 Kristen French |
Hedge Funds Bruised, But New Retail Products Abound So far this year, investors and advisors seem to have put the brakes on new hedge fund investments.  |
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?  |
Investment Advisor November 2009 James J. Green |
Advisors Need to Think More Broadly, Act More Creatively In the tenth iteration of the Rydex AdvisorBenchmarking study lessons from the crisis can be gleaned.  |
Financial Advisor July 2011 |
Alternatives In The Spotlight Many of the 600 attendees at the second annual Innovative Alternative Strategies conference came to learn how to use these investments in client portfolios.  |
Financial Advisor February 2004 Evan Simonoff |
The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns.  |
Investment Advisor June 2010 Bob Clark |
Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios.  |
Registered Rep. August 1, 2006 David Prokupek |
Shelter From the Storm Today's market -- with rising interest rates, significant volatility, few sectors providing positive performance and solid global economic expansion -- bears striking resemblance to the 1970s. So, what are an advisors and investors to do?  |
Financial Planning August 1, 2012 Joseph Lisanti |
Girding for Inflation Whether you think inflation is here now or is headed our way, planners should prepare for it.  |
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.  |
Registered Rep. November 13, 2015 Ryan W. Neal |
Despite Volatility, Advisor Confidence High The market volatility in the third quarter wasn't enough to shake advisor optimism.  |
Financial Advisor June 2012 |
Forward Progress Five experts discuss the state of the advisory business.  |
Financial Planning October 1, 2013 |
Advisor Sentiment Hits New Low for Year Declines in equity allocations, risk tolerance and advisor fees are cited.  |
Financial Planning March 1, 2013 |
Retirement Advisor Confidence Index: Optimism Grows After election jitters and the fiscal cliff melodrama, advisors find optimism - and a planning opportunity.  |
Financial Advisor December 2008 |
Sharing Ideas Advisors plot the future of their practices at The 11th Financial Advisor Symposium.  |
Registered Rep. October 8, 2014 Diana Britton |
Are Advisors Disillusioned with Alternatives? According to WealthManagement.com's 2014 AdvisorBenchmarking RIA Trend Report, fewer RIAs are using alternatives in their client portfolios this year than last.  |
Investment Advisor April 2007 Michael S. Fischer |
Behind the Curtain RIAs and their high-net-worth clients have dramatically increased the use of alternative investments in their portfolios in recent years, and are on track to continue this trend. However, not all advisors, much less their clients, are comfortable with alternatives.  |
Financial Advisor March 2011 Somnath Basu |
Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.  |
Financial Advisor May 2010 Evan Simonoff |
The Untold Story Editor's Note: Clients' portfolios may be back to within a few percentage points of their all-time highs, but it's a small consolation to advisors facing lawsuits or arbitrations.  |
BusinessWeek September 16, 2010 Whitney Kisling |
As Market Pessimism Grows, Should You Buy Stocks? Investors are disenchanted with the market. To contrarians, that constitutes signs of a rally  |
Financial Advisor May 2009 David J. Drucker |
Does Asset Allocation Need A Facelift? Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility?  |
Financial Advisor April 2004 Raymond Fazzi |
Conservatism Rules In Retirement Planning After a traumatic four years marked by a recession, a war on terrorism and a market decline, many advisors are rethinking their retirement planning strategies.  |
Financial Planning April 1, 2011 Roddy Marino |
Paying Dividends Today's income landscape is a perfect storm for investors, but a great opportunity for advisors to reaffirm fundamental investment principles while implementing strategies to mitigate the concerns that may be holding clients back.  |
Financial Planning October 1, 2010 Donna Mitchell |
ETFs' Rising Despite a slight increase in mutual fund allocations this spring, ETFs are the real ascendant investment instruments.  |
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.  |
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.  |
Financial Planning January 1, 2012 Donna Mitchell |
Other Assets Wealth management firms have started adding alternative investments to their menu of choices to meet the desire of clients to reduce volatility in their portfolios.  |