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News & Analysis
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Dick Cheney Criticizes Obama, Defends Record: TD Ameritrade Conference
TD Ameritrade Institutional President Tom Bradley sat with former Vice President Dick Cheney at the company’s annual conference Friday for an interview largely centered on... -
Raymond James Expects Morgan Keegan Reps to Stay
Executives at Raymond James and branch managers at Morgan Keegan say the retention deal is a good one, though recruiters remain skeptical. -
BDs Watch Out: FINRA Issues 2012 ‘Watch List’
FINRA released on Tuesday its 2012 regulatory and examination “watch list,” which provides a laundry list of products the regulator will be zeroing in on. -
Top 10 Favorite Super Bowl Numbers
Behind the Super Bowl are myriad facts that help tell the story of the game, from the teams that play to the food scarfed down... - View All News »
More News & Analysis
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- Swiss Bank Wegelin Indicted for Tax Fraud by U.S.
- Deadline for Greek Bailout Agreement Set for Monday
- Cultural Influences Affect Retirement Planning and Decision-Making: ING Study
- Permanent Fund’s Cuggino Calls His Offering ‘Flexible Choice’ for Advisors
- Economy Added 243,000 Jobs in January; Unemployment Rate Falls to 8.3%
- Dodd-Frank Imperfect, but ‘We’re Still Better Off’ Because of It: Sheila Bair
Advisor Tools
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Blogs
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Dale Brown, Financial Services Institute
Despite FSI’s Recent Accomplishments, Complacency Is Not in Our Vocabulary
In his premiere blog for AdvisorOne, Dale Brown of FSI writes that "our competitive advantage is the compelling story of independent financial advisors helping clients in communities all across America with their Main Street financial goals."
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Mike Patton
4 Steps to Efficiently Deliver Financial Plans to Clients
I still believe in the value of financial planning, and financial plans, but here are my recommendations to more efficiently produce and deliver those plans.
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Michael Kitces
CFP Board Relaxes Its Position on Financial Planner Bankruptcies: Pros and Cons
What, specifically, are the arguments both for and against the CFP Board's proposed bankruptcy rule change? Who will it help and protect, and who will suffer? Part two of a two-part blog series.
- View All Blogs »
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Fact Sheets
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Alerian MLP ETF seeks investment results that correspond generally to the price and yield performance of its underlying Alerian MLP Infrastructure Index.
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J.P.Morgan Alerian MLP Index ETN
J.P.Morgan Alerian provides investors with a convenient way to gain exposure to midstream energy MLPs.
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SteelPath manages a concentrated portfolio of 20 energy infrastructure MLPs.
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Swank is a leader in energy infrastructure MLP investment management.
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Tortoise provides energy infrastructure MLP investment management services to individual and institutional investors.
