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News

• NAPFA’s (Not So Secret) Link Farm

  May 16, 2012

  Have advisors found a way to beat the system and achieve better search engine rankings?

• How Can Advisors Build a More Modern Portfolio?

  May 16, 2012

  Following a pair of bear markets, advisors know the days of buy-and-hold investors with 60/40 portfolio allocations are over. But if a 60/40 allocation is no longer relevant, what is the right mix?

• Investors Again Snub U.S. Stock Funds

  May 16, 2012

  For the week ended May 9, investors pulled an estimated $2.41 billion from U.S. stock mutual funds. Since the beginning of the year, the funds have lost more than $34 billion in outflows.

• Discovering New Ways to Use ETFs

  May 16, 2012

  Institutional investors that began using exchange-traded funds for manager transitions, rebalancing and other tactical applications are increasingly using these products for more strategic purposes.

• Helping Clients Minimizing Personal Risk

  May 16, 2012

  Unforeseen, costly emergencies and expenses are a given in every life. Eleanor Blayney, CFB Board's consumer advocate said: "It's just as important to protect our finances – or indeed anything we value – from loss, as it is to grow our wealth."

• Advisors Eye Alternatives, Question Buy-and-Hold Approach

  May 16, 2012

  According to the 2012 Natixis Global Asset Management U.S. Advisor survey, the global financial crisis and uncertain market recovery has accelerated interest in alternative investing.

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Editor's Choice

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  Advisors and Social Media: Is It Working For You?

  April 10, 2012

  Click here to participate in the survey. And also visit our online discussion forum to weigh in on the social media revolution under way in the financial planning industry.