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Should Advisors Market To Clients Based On Expenses?
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Written by Andrew Gluck
Created: August, 07 2013
I recently wrote an article for client n1ewsletters and websites explaining how high mutual fund expenses hurts investment returns over the long run. Today, an advisor emailed me asking “why on earth” I would call attention to how expenses hurt returns.
Consumers Are Three Times More Likely To Comparison-Shop A BBQ Than A Bond, Says Schwab Study; RIAs Should Tell Prospects So
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Written by Andrew Gluck
Created: July, 26 2013
Charles Schwab yesterday issued a press release about individual investors that advisors should leverage. While about 80% of consumers say they are extremely likely to comparison-shop for a car or airline tickets, Schwab says, only 17% of consumers say they are extremely likely to comparispn-shop for bonds.
While the press release was issued by Schwb's retail dvision and may not get much play with RIAs, advisors should be producing blog and social content about this survey for prospects to see.
Schwab says that, because consumers find bonds complicated, they are three ti
SEC Proposes Long-Awaited Money Market Fund Reforms To Protect Investors From Runs; Agency Seeks Comments On Proposals
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Written by Andrew Gluck
Created: June, 06 2013
The Securities and Exchange Commission today voted unanimously to propose rules that would reform the way that money market funds operate in order to make them less susceptible to runs that could harm investors. A 90-day period will begin now in which the agency invites comments from the public and financial services experts on the proposal.
Investment Diamond Exchange Launches, Claiming To Offer A New Way To Invest In Diamonds
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Written by Andrew Gluck
Created: March, 27 2013
For years, investing in natural diamonds was inaccessible to nearly all individual investors. The technical expertise needed as well as the historic lack of transparency in the diamond industry were all major deterrents for individuals attempting to diversify their portfolios with investment grade diamonds. But things have changed, says the Investment Diamond Exchange (IDX), which announced the launch of its unique trading platform which allows investors to buy, take physical delivery, and track real-time prices of investment grade diamonds.
Increased Competition From RIA Custodians: Fidelity And BlackRock Announce ETF Strategic Alliance
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Written by Andrew Gluck
Created: March, 13 2013
Fidelity Investments and BlackRock Inc. today announced a long-term strategic alliance that provides extensive collaboration across Fidelity’s distribution and asset management organizations with BlackRock and its leading ETF provider, iShares.
Fidelity says the deal will more than double its current successful online commission-free ETF offerings and will create new ETF portfolio strategies using iShares as components within its direct-to-investor managed account offering (Portfolio Advisory Services). The partnership will enable Fidelity to off more investments using passive
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