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December 1, 2009

Cover Story

This eagerly anticipated annual feature, now in its 19th year, has become a benchmark of excellence for financial advisors. ...


Editor's Note



News

Fred Jheon of ETF Securities discusses trends in commodity ETFs and other investing strategies....

Its new ETF offering, YAO, is benchmarked to the AlphaShares China All Cap Index....

Deutsche Bank has expanded the number of commodities tracked by two of its commodity ETFs. ...

As 2009 concludes, do not count on ETF providers of short and leveraged ETFs to give you early warnings about large tax gain distributions. ...

The funds will invest in technology, financial and growth stocks. Grail’s strategy is to select money managers to oversee its active ETFs. ...

Groups that have seen assets swell more than 30 percent in the first nine months of 2009 are PIMCO, DFA, Eaton Vance, JP Morgan, Janus, Natixis Global Associates, Principal Financial and T. Rowe Price. ...

The survey found that the U.S. mutual fund industry is now showing signs of stabilization, as the recent recession appears to be easing....

During the third quarter of 2009, target-date retirement investment portfolios had net inflows of $1.3 billion and AUM of $39.7 billion at September 30, 2009....

Average assets under management during the third quarter increased 12.9 percent to $143.1 billion from the second quarter. ...

The latest news on Merrill Lynch, Morgan Stanley Smith Barney, Wells Fargo Advisors and UBS, including results for the three months ended September 30. ...

Year to date, advisors have joined Commonwealth with about $60 million in trailing-12-month sales and commissions through October, double last year’s figure....

Contemplating the true nature of retirement planning....

It's time for insurance companies and other financial-product manufacturers to start reporting the nutritional content of their creations in a limited and standardized format....

Voices/Columnists

It's time to delve deeper into social marketing and related concepts....

Social media is the next big thing. Most of us will have very little understanding of until it’s too late to capitalize on it? ...

Know the types of high-net-worth clients....

Contemplating the future of the BRICs....

Investment Spotlight

The current economic environment means that a select group of companies can improve short-term results while executing long-term strategies. ...



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