Top Portfolio Products

Top Portfolio Products: Genworth Introduces Turnkey Offering for Advisors

By Marlene Y. Satter, AdvisorOne | February 1, 2013

New products introduced over the last week include a new suite of four model portfolios from a team-up of Jefferson National and Braver Capital Management and a new fixed indexed annuity from Allianz Life.
Top Portfolio Products: PowerShares ETF Wins Sharpe Award; Wasatch Rolls Out New Fund

By Marlene Y. Satter, AdvisorOne | December 14, 2012

The latest offerings focus on emerging markets and dividends.
Top Portfolio Products: Schwab, Piper Jaffray to Boost Muni Bond Access

By Marlene Y. Satter, AdvisorOne | November 30, 2012

New products introduced over the last week include an arrangement between Schwab and Piper Jaffray to provide investors greater access to the latter’s new muni bonds; more.
Top Portfolio Products: Schwab Launches ETF Website

By Marlene Y. Satter, AdvisorOne | November 16, 2012

Russell introduces a new strategic-call overwriting fund, and Focus Financial rolls out succession-planning tool.
Top Portfolio Products: Global X Relaunches China Tech ETF; Security Benefit, Mesirow Team on Fiduciary 401(k) Product

By Marlene Y. Satter, AdvisorOne | December 19, 2011

In addition, Advisor Software introduced two new products for investment professionals, and Cole Real Estate rolled out a daily NAV Non-Traded REIT.
Top Portfolio Products: Global X Adds Greece ETF; Vanguard Cuts Purchase Fee

By Marlene Y. Satter, AdvisorOne | December 12, 2011

New products introduced over the last week include a new Greece-centric ETF from Global X, a purchase fee cut on a Vanguard fund, and two new ETNs from Deutsche Bank and Invesco.
Top Portfolio Products: Social Media ETF From Global X; Forward Debuts Long/Short Fund

By Marlene Y. Satter, AdvisorOne | November 18, 2011

Panda Power closes fund; Neuberger Berman celebrates a milestone; Russell goes mobile.
Top Portfolio Products: Vanguard Adds Two Funds; Russell Launches Three

By Marlene Y. Satter, AdvisorOne | November 6, 2011

American Century, IndexIQ expand offerings; Putnam introduces fund.
Top Portfolio Products: UBS Launches Internet ETNs, Ariel Offers International and Global Portfolios

By Marlene Y. Satter, AdvisorOne | July 25, 2011

This week in new portfolio products, UBS announced two Internet ETNs, and Ariel went international and global with new portfolios.

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Event Spotlight

Think Retirement Income
October 10-11, 2013
Hyatt Regency, Boston, MA

The Retirement Income Symposium has a fresh, new look…welcome to the new and improved RIA Think Retirement Conference. We’re offering the same top-notch educational and networking opportunities to all RIAs, while still paying special attention to the challenges, and opportunities, of offering retirement incomes advice.

For more information, visit www.thinkretirementincome.com.

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Top Portfolio Products