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Many new ETFs offer alternative ways to approach equities and fixed income.
July 21 -
Fiduciary issues should supersede discussion of fee-only, says CFP Board's Ray Ferrara says.
July 18 -
While there has been rapid growth in U.S. ETFs over the last few years, there has been almost exponential growth of these products worldwide.
July 18 -
Trust services generated $129.9 million in revenue, up 4% year-over-year, driven by net new business and seasonal tax preparation fees.
July 18 -
Treasuries fell for the first time in three days, with benchmark 10-year yields rising from a seven-week low, as haven demand ebbed a day after a Malaysian airliner was shot down over Ukraine.
July 18 -
JPMorgan Chase will let Jamie Dimon collect about $37 million in stock options created during the financial crisis, as the board stands by its leader after risk-management lapses and billions of dollars in legal settlements.
July 18 -
Covered call writing is often seen as an alternative income strategy, but it also can enable advisors to reduce risk in a concentrated portfolio while preventing clients from getting clobbered by taxes when selling.
July 18 -
Raymond James has lured away two advisors managing $100 million in client assets from UBS.
July 18 -
As the bull market in stocks thunders on, clients may doubt the advantages of non-correlated alternative investments. Here's what advisors can do.
July 18 -
Structured products generally have some protection against loss plus a play on equities or fixed income.
July 18








