Theory & Strategy

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  Top Portfolio Products: ProShares Offers Hedged High-Yield Bond ETF

  By Marlene Y. Satter, AdvisorOne  |  May 23, 2013

  Smarsh and NASDAQ OMX announce partnership; S&P Capital IQ adds to its ETF research lineup.

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  Tony Davidow, ‘Equal Weight Evangelist,’ Brings His Message to Schwab

  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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  Where Does the Money Go in IRAs?

  By John Sullivan, AdvisorOne  |  May 23, 2013

  It’s a salient question asked and answered by the EBRI in its latest analysis of the savings plans.

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  Can Timberland REITs Spruce Up a Portfolio?

  By Ed McCarthy, CFP  |  May 23, 2013

  There are four reasons that the global dynamics of wood and energy prices could make them a growing asset, experts say.

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  Time to Exit Market, Warn El-Erian, Rosenberg, Kotlikoff

  By Gil Weinreich, AdvisorOne  |  May 23, 2013

  PIMCO CEO Mohamed El-Erian is one of many prominent names voicing a deep skepticism of the stock market, suggesting the time to exit risky assets is at hand.

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  Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?

  By Gil Weinreich, AdvisorOne  |  May 22, 2013

  Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.

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  What It Means to Be an Advisor

  By John Sullivan, AdvisorOne  |  May 21, 2013

  An outspoken group of top advisors convened at the Curian Conference in Chicago to sound off on everything from the political climate to women as a niche market to retirement income and behavior, and more.

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  Top 30 Colleges for Highest Starting Salaries

  By Dan Berman, AdvisorOne  |  May 21, 2013

  Out of 1,058 colleges surveyed, graduates of these schools grabbed the biggest starting salaries from their first jobs.

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  Matthews Asia Joins Frontier Rush

  By John Sullivan, AdvisorOne  |  May 20, 2013

  “We’re seeing certain markets that are at the same point China was 20 years ago,” a Matthews portfolio manager said.

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  MFS Investment Management: ‘The Quiet Company With Lots of Success’

  By John Sullivan, AdvisorOne  |  May 19, 2013

  MFS is the nation’s oldest mutual fund company, widely credited with developing the nation’s first mutual fund.