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By Joyce Hanson, AdvisorOne |
May 23, 2013
Shortly after hiring Tony Davidow as its alternative beta and asset allocation strategist, Schwab filed regulatory papers for a lineup of ETFs that will use fundamental indexes.
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By Gil Weinreich, AdvisorOne |
May 17, 2013
Research Affiliates says firms seeking to find patterns of mispricing must encourage the critical evaluation of nonconformist ideas.
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By Joyce Hanson, AdvisorOne |
January 23, 2013
Last year marked an all-time high for the industry on the eve of its 20th anniversary, and ETFs are soon expected to surpass a record $2 trillion in global assets.
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By John Sullivan, AdvisorOne |
January 23, 2013
Rob Arnott’s keynote session at the ETF Virtual Summit on Wednesday focused on the coming 3D hurricane—debt, deficit and demography.
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By Janet Levaux, AdvisorOne |
January 23, 2013
Morningstar announced its 2012 U.S. Fund Manager of the Year award winners in early January, after releasing the names of nominees by category in late December.
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By Gil Weinreich, AdvisorOne |
January 17, 2013
A retirement income portfolio based on the popular 4% rule has a 57% chance of failure based on current returns. "The bottom line is that the current low-yield environment is a retirement income game changer," the study's co-author, Michael Finke, says.
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By Gil Weinreich, AdvisorOne |
November 19, 2012
Unless the U.S. makes politically difficult changes in immigration, employment and investment policies, Americans should expect a long-term “new normal” rate of growth of just 1%, says investment management firm Research Affiliates.
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By Mike Patton |
September 10, 2012
In the final blog in a nine-post series, advisor Mike Patton tells us what funds he likes in the multi-alternative and world allocation categories.
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By Gil Weinreich, AdvisorOne |
October 26, 2011
Indexing guru Rob Arnott, a lone inflationista wolf, howls that today’s market provides a golden opportunity to buy inflation-fighting asset classes at 'below retail prices.'
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By Mike Patton |
September 26, 2011
Over time, I've come to think of these five mutual funds as some of the best.