News
How can advisors and their clients deal with the regulatory mess affecting commodity ETFs?
...
There are more than 200 sector ETFs, making it one of the largest ETF categories.
...
The Thomson Reuters/Jeffries CRB Global Commodity Index Fund (CRBQ) from ALPS Funds has debuted. ...
New offerings from ETF providers in the third quarter of 2009 include funds with a focus on muni bonds and emerging markets. ...
It’s the first such system to display the liquidity in an ETF along with that in the ETF’s underlying securities, ...
World equity funds (+18.76 percent) took top honors within the four broad fund breakouts for the quarter, followed by sector equity funds (+18.32 percent), U.S. diversified equity funds (+15.76 percent) and mixed-equity funds (+12.68 percent)....
High-yield municipal debt funds rocketed to the top of the quarterly performance tables with returns of 14.07 percent for the third quarter. ...
Tiburon Strategic Advisors' Chip Roame shares his views on what BofA Merrill, Morgan Stanley Smith Barney, Wells Fargo - Wachovia and UBS need to do to win more clients and more advisors....
As of the end of the second quarter, Merrill Lynch had some 15,000 financial advisors vs. about 7,950 at UBS.
...
At the end of August, the firm included 5,300-plus advisors with close to 2 million accounts and $215 billion in assets in the United States, Canada and overseas....
In implementing a business model, failure is an option....
Understanding what economists call the comparative statics is essential for motivating the tax deferral benefit and the role of “accumulation” annuities, independently of everything and anything else that is being included in the package....
Voices/Columnists
Watch out for public-relations maneuvering on the part of broker dealers as you consider switching firms. ...
Make sure you know what kind of clients you want. ...
Manhattan Institute scholar Nicole Gelinas warns the response to the economic crisis sets the stage for a more severe crisis down the road....
Efficiency is not the only, or best, measure of the quality of our health care system...