News
A number of ETF providers have indicated plans to offer funds with active strategies. ...
While most ProShares ETFs attempt to give one or two times daily leveraged results, two new funds will attempt triple leverage. ...
PIMCO is expected to launch more ETFs to round out its suite of products. ...
Resurging emerging markets stocks have also sparked the launch of new ETFs targeting them....
The reverse splits were aimed at facilitating trading in shares of FAS and FAZ. Prices of both funds had fallen to such low levels that the costs of bid/ask spreads were becoming a financial impediment....
Emerging market equity funds absorbed $26.5 billion during the second quarter of 2009, while U.S. bond funds took in $20.2 billion, according to the research group EPFR Global. ...
Financial advisors associate positive branding with American Funds, iShares and Ivy Funds....
Putnam says that its absolute-return funds, launched on January 13 of this year, had nearly $150 million in assets as of March 31....
The Vanguard Wellington Fund (VWELX), which now has about $40 billion in assets, has turned 80. ...
Morgan Stanley Smith Barney says it has launched the Women Financial Advisors Forum online for women interested in becoming financial advisors at Morgan Stanley Smith Barney....
An Raymond James advisor offers seminars for the general public and partners with his wife, a clinical psychologist. ...
The 2009 World Wealth Report, issued recently by Merrill Lynch Global Wealth Management and Capgemini, has some tips for financial advisors. ...
Financial advisors should be prepared to rethink their business models and practices....
Voices/Columnists
A young “mystery financial advisor” shows how it’s done.
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By now we all know that clients are not behaving in the familiar ways that we have grown accustomed to. Losing boatloads of money can sometimes have that effect on people....
Financial advisory firms must become learning organizations.
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A conversation at Bombay Palace with Martha Solinger, co-general counsel, Lehman Brothers Holdings....
The recent stock and commodity boomlet has no basis in the real economy and will likely end badly....
Investment Spotlight
To share growing dividends with investors over time, companies must consistently and conservatively manage their businesses -- and their growth. ...
Equity analysts view market conditions as positive for gold and other metals due to a host of economic, political and other reasons. ...