Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How Will People Invest?
By Staff WriterInvestors today know and understand the markets better than in the past. There is a greater curiosity and ongoing interest. This demand for knowledge and...
June 01, 2008
WisdomTree Launches Currency-Income FundsExchange-traded funds with investment strategies that focus on niche markets continue to emerge at a fast clip. WisdomTree Investments and Dreyfus Corporation, for instance, recently teamed...
June 01, 2008
Troubled UBS Grows in ETNsDespite massive multi-billion dollar write-downs and a growing chorus of angry activist shareholders, UBS has introduced eight new commodity linked exchange-traded notes. The UBS E-TRACS ETNs...
June 01, 2008
Plugging into New EnergyIt's hard not to pick up a magazine or turn on the cable network with out hearing or reading a story about the green energy...
June 01, 2008
Ameristock to Shut Down Treasury ETFsAmeristock Corporation, the investment adviser for the Ameristock ETFs announced that it intends to liquidate each of the five funds it manages. The funds are...
June 01, 2008
Morningstar Line AwakensMorningstar Investment Services launched a managed account service consisting of a line-up of five actively managed portfolios that use ETFs. Ameritas Investment Corp. and Centaurus Financial,...
June 01, 2008
ETFs vs. Closed-End FundsWhile both exchange-traded funds (ETFs) and closed-end funds (CEFs)share many of the same features, they have important differences. Understanding these differences can help you to...
June 01, 2008
Foreign Debuts on the UpswingThe number of foreign-market ETFs continues to expand as investors look to diversify their portfolios away from U.S. stocks. Barclays Global Investors (BGI) launched five new...