Exchange-Traded Fund Assets Rose in June: ICI
By Staff WriterJuly 29, 2004 -- The combined assets of the nation's exchange-traded funds (ETFs) rose to $178.5 billion at the end of June, from $166.5 billion...
August 01, 2004
About the ManagerGeorge P. Schwartz began his financial career as an investment research analyst at two NYSE-member firms in the Detroit area and then chaired the investment...
August 01, 2004
Looking GoodDonna Panagakos has joined Investment Advisor as our new art director. She will be putting to work her years of experience in both consumer and...
August 01, 2004
FPA sues the SEC over "merrill" ruleAfter years of debate, the Financial Planning Association has sued the Securities & Exchange Commission to block the "Merrill Lynch" rule. Proposed in 1999 but...
August 01, 2004
Setting Good ScreensLet's say one of your clients is a tie-dyed, tree-hugging Planned Parenthood volunteer; the second is a pro-life, Baptist hunting enthusiast; and the third is...
August 01, 2004
Overseas, It Pays To Be SmallIn a lackluster year for foreign equities, small-cap stocks have outperformed. Year-to-date through July 5, the MSCI EAFE Small-Cap Index rose 10.9%, while the broader...
August 01, 2004
A "Virtual Insurance Department"Have you been itching to break into the life insurance business, but only have a limited understanding of it, and lack the time needed to...
August 01, 2004
On Being ExceptionalIt was Alexis DeTocqueville who coined the phrase "American exceptionalism" after traveling the young United States in the early 1830s. There were a number of...