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Articles tagged "ETFs"


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Gus Fleites: It is no longer possible for me to continue to represent the firm.

After a short engagement, Gus Fleites splits from his CEO spot with an Oregon 401(k) platform provider

Invest n Retire is shifting to pouring resources into technology right now after looking at a sales buildup that Fleites was expected to facilitate

April 23, 2012 at 3:46 AM

Andrew Arenberg: Our goal is to build Russell 1.0, not iShares 2.0.

How Russell is faring since joining the competitive ETF party with an all-star ex-Barclays crew

The team is offering two dozen enhanced ETF offerings, hoping to gain traction with advisors in an increasingly competitive market

February 27, 2012 at 5:01 AM

Chris Greene finds some ETFs he likes.

Picking through the ETF pile for some relatively safe high yields

Low-cost, income-oriented exchange based products may be the real story in next-gen ETFs

December 2, 2011 at 7:44 AM

J. Garrett Stevens: You have to be fast in this business. The barriers to entry have been so high for the individual RIA.

New company will allow RIAs to manufacture ETFs

Exchange Traded Concepts hopes that a cheap, simple ETF process will lure mid-sized firms onto the playing field

July 19, 2011 at 2:21 PM

Walter Bettinger, Schwab's CEO, is high on ETF-infused 401(k)s combined with independent advice

What to make of yesterday's Wall Street Journal report on Schwab's 401(k) 'bet'

RIAs favor WSJ's suggestion that Financial Engines is getting a close look as an outsourced 401(k) advice provider

June 2, 2011 at 1:44 PM

Matthew Robinson: Even many advisors are bewildered when it comes to choosing among 800 different ETFs.

Would the intern buy an ETF?

After an investigation into ETFs, Matt Robinson, RIABiz's intern from the fall, says he wants the low-stress approach to investing

March 16, 2011 at 2:49 PM

Walt Bettinger: Let’s cut through the noise that is out there. A participant spending a career in a program offering an index oriented line up of investments will retire with $115,000 more over a similar participant using actively managed funds.

Schwab's CEO engages in a Q&A about how his company's deep-discount, more-advice 401(k) plan will work

It's the fees and the index approach that's important, Bettinger says -- not that Schwab plans to offer the capacity to trade

February 16, 2011 at 5:39 AM

Gary Gastineau: ETFs are a great improvement over mutual funds, but you can’t deliver their full value to your clients unless you trade them economically.

The basic ETF trading practices that can save your clients money

How NAV-based trading will change the market

January 17, 2011 at 2:15 PM

Ben Bernanke's popularity with advisors stays steady in turbulent markets

9 things worth knowing from Schwab's newest advisor study

Social media is not catching on with big advisors but alternative investments are

August 25, 2010 at 12:50 PM

Derek Bruton's hybrid RIA platform receives an endorsement from an unlikely source: Morgan Stanley

Top 10 findings of Morgan Stanley report include: Schwab as the best RIA custodian, LPL for highest advisor satisfaction

Wall Street's endorsement of the RIA model is a sign of the times in the industry, analysts note

February 2, 2010 at 6:10 AM

Charles

10 reasons why Schwab's move into ETFs may be an even bigger deal than it appears

Big broker's move could be precursor to ETF equivalent of OneSource

November 4, 2009 at 8:32 PM

Bruce Bond:

Bond puts mutual fund assets in PowerShares' ETF sights

Barclays, State Street see less urgency for investing actively using passive vehicle

October 9, 2009 at 5:47 AM

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