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Energy Investing Webinar: Small Turnout But A 4.1 Rating And A Subject Some Of You Will Love To...
Energy Investments Are Proliferating But Advisors Should Be Very Cautious
Placemark Investments Launches New Integration of Research and Analytics Available Through UMA...
Nine Funds Taxed As Regulated Investment Companies That Try To Keep Up To 25% Of Assets In...
Should Advisors Market To Clients Based On Expenses?
Consumers Are Three Times More Likely To Comparison-Shop A BBQ Than A Bond, Says Schwab Study; RIAs...
Comments & Reviews
SherylCPA on Time To Rethink Your Custodian?
I wrote this! Thank you for your kind words.
FamaFiduciary on Time To Rethink Your Custodian?
I'm not 100% sure who wrote this--Sheryl or Andy, but in either event, it is an excellent...
Agluck on Canadian Portfolio Management Software...
The 40% price hike sounds steep, but RIAs who want to outsource portfolio accounting and...
Hollandd307 on Power Advisor
Rogers(97 on MoneyGuidePro
SEC Proposes Long-Awaited Money Market Fund Reforms To Protect Investors From Runs; Agency Seeks...
Investment Diamond Exchange Launches, Claiming To Offer A New Way To Invest In Diamonds
Increased Competition From RIA Custodians: Fidelity And BlackRock Announce ETF Strategic Alliance
The SEC Is At War With Itself: Unnamed Agency Officials Publicly Bash SEC Commissioner Luis Aguilar...
Firms Launching Actively Managed ETFs, But Advisors Are Unlikely To Use
Advisers Continue To Use Alternative Investments: Survey
Vanguard Strips Back-End Loads Off 33 Mutual Funds
Schwab Flirting With Potentially Revolutionary Advice-Enabled Products
SEC Commissioner Lashes Out At Money Market Reform Critics: Dissent Apparently "Destructive"
Celent Joins Chorus Warning That More Money Market Regulation Would Go Too Far
Fund Managers Love Active ETFs, But What's Their Role In An Actual Portfolio?
Vanguard Gets Serious About Fee-Only Advisors
Hard Knocks: Only 10% Of Advisors Give 529 Portfolios High Marks
Fidelity Draws A Line On Money Market Reform
Lawyers Sound Warning On Commodity ETFs And Commodity-Registered Advisors
Advisors Finding Themselves Having To Check Fund Paperwork For Fiduciary Drift
Complaints Against Non-Public REIT Funds Focus On BehringerHarvard
Fortigent Buy Plays Into LPL's Long-Term Strategy
Investment Company Institute Sees No Pressing Need For Money Market Reform
Managed Futures In Favor As Alternative Asset Classes Become A Big Piece Of The Industry
Annuities Become An Unsustainable Drain On Sun Life Profits, Forcing The Company To Exit The Space
Clients Push For Gold And Silver Exposure, Advisors Push Back
Non-Listed REIT Earns A $300,000 Fine For Exaggerating Its Liquidity And Diversification
Six Year-End Tax-Loss Harvesting Ideas For ETFs
Stable Value Funds Ride A Wave Of Rising Fees And Popularity In 401(k) Plans, Despite Schwab's Exit
Mary Schapiro Turns Her Focus To Money Market Funds
SEC Keeping Its Eye On Variable Annuity 'Living Benefit' Riders
Investors Hunger For Greater Transparency On Bonds, Schwab Study Says
Open Architecture Investing Moving Into The Wealth Management Mainstream, Ernst & Young Says
Insurance Watchdog Asks SEC To Ban Securitized Life Settlement Products
Advisors Tell Distributors How To Make Better Annuities
Advisors Still Love DFA But Warn That The Mutual Fund Era Is Waning Now
A Lawsuit Waiting To Happen: A Popular Default Investment In 401(k)s Exposes Advisors, Fiduciaries,...
Aggressive "Life Settlement" Firm Christian Stanley Shut Down As A Scam
Most Advisors Now Using "Alternative" Asset Classes For Limited Allocations, Cogent Says
Schwab Portfolio Manager Steps Down To Run Independent SMA Shop
More Advisors Are Using Fewer Asset Managers To Build Client Portfolios, Cerulli Says
David Lerner Sued Over $6.8 Billion In REIT Sales
25% of Americans Not Saving for Retirement
ETFs Are Gaining On Mutual Funds For 401(k) Investments
Schwab Dumps Janus Allocations, And Merrill Reportedly Plans To Follow
Variable Annuities Too Successful For Jackson National Parent
Meet The Annuity Advisor: New Firm Outsources The Annuity Selection Process
Many Advisors Frustrated By Lack of Research, Information On Closed-End Funds
SEC Gearing Up To Tackle 12b-1 Fees This Summer
Advisors Should Be More Rigorous In Selecting Target Date Funds For Clients
Envestnet Adds Brinker Capital To Platform
Goldman Sachs Issues Warning On Commodities, Recommends Underweighting In The Short Term
More New ETFs To Launch, Including 2 That Track The Global Auto And Farming Industries
Franklin Templeton Expands RIA Sales Team
3 Firms Continue To Dominate The ETF Industry, But More Competition Is Heading Their Way
Art Gains Ground As An "Alternative" Asset Class On The Private Equity Model
The Search For Higher Yields Without Excessive Risk Leads To Dividend ETFs
Funds Flow Into ETFs In January As Total Assets Surge Past The $1 Trillion Mark
2 New ETFs Focus On Bank Loans And Developed Markets Overseas
TIPS Lose Luster As Money Manager Warns About Long-Term Threats
Commodities ETF Pioneer Launches New Funds Focused On Natural Gas And Crude Oil
Trend Toward Cutting Expense Ratios Of ETFs And Equity Funds Continues
How "Suitable" Are Index Annuities For Seniors, Really?
Advisors Leaping Into Hedge Funds And Other Alternative Asset Classes For Their Clients
Schwab Pays $119 Million To Put YieldPlus Debacle Behind It
Floating NAV Would Drive 80% Of Corporate Investors Out Of The MMF Market
TD Ameritrade Institutional Introduces Veo One, the Next Generation Advisor Technology Platform
TD Ameritrade Institutional Offers Registered Investment Advisors a Talent Pipeline for Tomorrow's...
TD Ameritrade Institutional Survey Finds RIAs Are Upbeat and Ready to Compete in 2015
Small Data Is Better Than Big Data
A Client Portal For Financial Planners To Build A Business On (55-Second Video)