WealthManagement.com
Home > Research & Tools

Research & Tools

RSS

Browse useful data and tools from WealthManagement.com.  Information includes research, rankings, whitepapers and an economic calendar.

Advisor Confidence Plunges

WealthManagement.com’s Advisor Confidence Index points to a pull back in equity markets and an economic recovery that remains fragile.

Read and Discuss

  • May 24, 2013
    blog

    Best & Worst ETFs and Mutual Funds: Small-cap Growth Style

    The Small-cap Growth style ranks tenth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 10 ETFs and 432 mutual funds in the Small-cap Growth style as of May 3, 2013....More
  • May 23, 2013
    blog

    The Truth Behind AAPL’s Numbers

    This article provides some empirical evidence behind my putting Apple (AAPL) in the Danger Zone last week because its return on invested capital (ROIC) is outrageously high. That fact underscores why valuing this company or any other with the expectation that such a high ROIC was sustainable would be a mistake....More
  • May 23, 2013
    Education

    The Great Shift: Take Back Control with Practical Techniques

    Economic, financial, and legislative shifts over the last few years have revolutionized how affluent clients approach risk and have impacted their buying decisions. These shifts have changed the customary approach to advanced planning by reopening the door to traditional strategies while also creating a need for innovative and flexible techniques....More
  • May 23, 2013
    blog

    Why I’m Bullish And We Are Not In a Bubble

    Perma bears are not seeing the big picture. Now is not the time to predict the economic apocalypse or “aftershocks," according to New Constructs' founder David Trainer. Investors need to beware of those selling doom and gloom....More
  • May 23, 2013
    Education

    Realizing Opportunities and Recognizing Risks in Today's Emerging Markets

    Michael Reynal and his global team bring an innovative and proven process for selecting emerging market stocks. Get the inside scoop from one of today's thought leaders in emerging markets investing....More
  • May 22, 2013
    blog

    Best & Worst ETFs and Mutual Funds: Mid-cap Value Style

    The Mid-cap Value style ranks ninth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 12 ETFs and 189 mutual funds in the Mid-cap Value style as of May 3, 2013....More
  • May 20, 2013
    blog

    Best & Worst ETFs and Mutual Funds: Mid-cap Growth Style

    The Mid-cap Growth style ranks eighth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 10 ETFs and 370 mutual funds in the Mid-cap Growth style as of May 2, 2013....More
  • May 17, 2013
    blog

    Best & Worst ETFs and Mutual Funds: Mid-cap Blend Style

    The Mid-cap Blend style ranks seventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 17 ETFs and 307 mutual funds in the Mid-cap Blend style as of May 2, 2013....More
  • May 16, 2013
    blog

    Best & Worst ETFs and Mutual Funds: All-cap Value Style

    The All-cap Value style ranks sixth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 271 mutual funds in the All-cap Value style as of May 2, 2013....More
  • May 16, 2013
    blog

    Best & Worst ETFs and Mutual Funds: All-cap Growth Style

    The All-cap Growth style ranks fifth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 2 ETFs and 466 mutual funds in the All-cap Growth style as of May 2, 2013....More
More

Data & Tools Links

Related
The Risks of Independence
Newfangled Annuities Offer Benefits, Hold Risks
Hot Topics

Trusts & Estates Plus
RIAs
IBDs
Wirehouse
Estate Planning
Photo Galleries
Advisor Trend Monitor
The Advisor Forums
AdvisorBenchmarking
Resource Network
Latest Forums Topics

http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2013/02/forums-graphic.jpg

"Do firms check U5's when hiring?"

Read More

More Topics

Insurance vs. Investment

Hey I just quit my job as an assistant to an FA (long story...) Was thinking of going into the insurance side, and then use it as a leverage to get in the training program of a canadian bank on the investment side. I talked to insurance agents at my old firm, commission seem to be comparable  and the market larger yet it seems the investment side attracts far more applicants.  So what made you choose insurance over invesment?  Did anyone make the transition from insurance to getting investment-liscenced properly?...More

Need sales based app for daily Management

Sales called backbone for business. I am sales person in one MNC so i need app to manage my tasks, work details please share with me if you have any app for sales. My friend Linda suggest me about top ipad Sales Assailant App ( Coming soon ) and other another apps. If you have any suggestion please share with me ..     thanks steve...More
Retirement Planning Snapshot

The Numbers Behind Social Security

Click for More
Most Recent Blogs & Columns
May 24, 2013
blog

Advisors on the Move

Wunderlich Securities, Janney Montgomery Scott, Rothschild and Schechter Wealth Management boosted their ranks recently with fresh recruits, while others like Chase and NFP promoted executives from within to take on new responsibilities....More
May 23, 2013
blog

The Blotter Report: Legal Legwork Pays Off

Federal and state prosecutors, as well as several New York law firms, have put the screws to advisors this week. Back in the U.S., a former stockbroker who fled prosecution for a pump-and-dump scheme was hit with a 7-year jail sentence this week, while FINRA and Massachusetts levied multi-million fines against some of the biggest independent broker-dealers....More

Browse Blogs Browse Columns
Market Data

Financial Services Company Watch List

Market index values delayed 15 min

Newsletter Signup

Connect With Us
WealthManagement.com

Copyright © 2013 Penton Media, Inc