online tool

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  FINRA to Restructure BrokerCheck, Giving Investors More Power

  By Melanie Waddell, AdvisorOne  |  March 2, 2012

  Proposed changes include not only unifying BrokerCheck and the SEC’s IAPD system, but also divulging broker/advisor test scores.

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  Top Portfolio Products: ProShares ETF Focuses on Germany; BlackRock Offers New Fund

  By Marlene Y. Satter, AdvisorOne  |  January 27, 2012

  New products over the last week include a new ETF focusing on German debt from ProShares and a reintroduced multi-asset income fund from BlackRock.

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  Special Needs Planning Special Report, Pt. 1: Merrill Releases a Calculator

  By Marlene Y. Satter, AdvisorOne  |  December 16, 2011

  Merrill Lynch on Thursday premiered a special needs calculator for the parents and caregivers of special needs individuals. The calculator is designed to assist in calculating the amount of money necessary to sustain a special needs person throughout life.

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  Fidelity Launches Practice Management Benchmarking Dashboard for RIAs

  By James J. Green, AdvisorOne  |  December 14, 2011

  A new Fidelity tool allows advisors to compare themselves in both the financial and marketing areas to their peers.

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  Fidelity Charitable Introduces Enhanced Investment Options for DAF Accounts

  By Michael S. Fischer  |  September 22, 2011

  Fidelity Charitable, the largest donor-advised-fund provider in the U.S., on Tuesday rolled out a new investment offering that features seven diversified asset allocation pools.

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  How to Play This Challenging Market: The Signs of Opportunity

  By Ben Warwick, Quantitative Equity Strategies  |  August 5, 2011

  When the selloff becomes irrational, we have reached the point of maximum opportunity: the signs advisors should look for.