ETF

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  RIAs Seeking More Risk in Fixed-Income ETFs: Schwab

  By Joyce Hanson, AdvisorOne  |  January 20, 2012

  RIAs looked for safety in their fixed-incom ETFs in 2011, but this year they may be willing to take on more risk, said Charles Schwab analysts in an ETF update on Friday.

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  Gold ETFs Lose Luster With Advisors as Fixed Income Funds Climb: Schwab

  By Joyce Hanson, AdvisorOne  |  January 9, 2012

  The top 10% of RIAs by AUM have the bulk of their ETF assets in U.S. and international equity funds, at 62%, while smaller firms use U.S. fixed income ETFs 50% more.

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  Advisors Roam Far Afield in Search of Alternative Investments

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

  Alternative investments are grabbing financial advisors’ interest as a means to achieve portfolio goals. Where they are looking for these AIs may be surprising, because the biggest firms are not necessarily getting all the attention.

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  Returns on Equal-Weight Strategy Crush Cap-Weight Over Past 10 Years

  By John Sullivan, AdvisorOne  |  December 5, 2011

  If results of the past 10 years are any indication, the strategy of equal weighting the S&P 500 can declare a significant victory over its capitalization-weighted counterpart.

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  BlackRock’s Fink Slams SocGen Over ETFs

  By Marlene Y. Satter, AdvisorOne  |  November 17, 2011

  Synthetic ETFs were the target on Wednesday of Laurence D. Fink, CEO of BlackRock, as he criticized the products of Société Générale SA, saying that he didn’t want them to damage the industry.

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  RIAs Prepare for Lower Risk Tolerance Among Clients

  By Danielle Andrus, AdvisorOne  |  November 16, 2011

  RIAs believe market volatility in the past 12 months has made clients more risk averse, according to an Invesco market research study released Wednesday.

• ETF Appetite Increasing

  By Ronald Delegge, ETFguide.com  |  October 26, 2011

  More investors are planning to use ETFs, according to a new study from Charles Schwab.

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  Don’t Blame All ETFs for Market Volatility, Schwab Says

  October 21, 2011

  As the SEC considers whether exchange traded funds are to blame for causing the recent spate of market volatility, Charles Schwab’s ETF team stepped forward Friday to defend them.

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  SEC Assessing ETFs’ Effect on Market Volatility, Rominger Tells Senate

  By Melanie Waddell, AdvisorOne  |  October 19, 2011

  The director of the SEC's Division of Investment Management told a Senate panel that the commission was reviewing the adequacy of investor disclosure about the ETFs, their liquidity and whether they contribute to market volatility.

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  Guggenheim Partners Lifts Out Rydex|SGI to Form $119B Asset Management Firm

  By James J. Green, AdvisorOne  |  September 22, 2011

  Guggenheim Investments will offer equity, alternatives and fixed income investing options through a range of vehicles; Rydex CEO Richard Goldman will become COO of new firm.