More in Research & Tools

May 16, 2013

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

The Large-cap Growth style ranks fourth 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 23 ETFs and 717 mutual funds in the Large-cap Growth style as of May 2, 2013....More
May 14, 2013

White Paper

Leveraging Service Providers

Small business 401(k) plans provide a unique platform for financial professionals to increase revenue, diversify their client base and establish deeper, more rewarding relationships with business owners, company executives and other plan participants....More
May 14, 2013

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

The All-cap Blend style ranks third 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 35 ETFs and 708 mutual funds in the All-cap Blend style as of May 1, 2013....More
May 14, 2013

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

The Large-cap Value style ranks second 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 41 ETFs and 772 mutual funds in the Large-cap Value style as of May 1, 2013....More
May 14, 2013

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

The Large-cap Blend style ranks first 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 33 ETFs and 989 mutual funds in the Large-cap Blend style as of April 26, 2013....More
May 13, 2013

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Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings....More
May 13, 2013

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Danger Zone: Financial Sector ETFs and Mutual Funds

Financials sector ETFs and Mutual Funds are in the Danger Zone this week. The Financials sector ranks last out of the ten sectors in my Sector Rankings for ETFs and Mutual Funds Report. The funds in this sector consistently hold poor stocks and charge investors high fees....More
May 9, 2013

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Investment Style Rankings For ETFs & Mutual Funds

No fund style earns better than a Neutral rating at the beginning of the second quarter of 2013. My style ratings are based on the aggregation of my fund ratings for every ETF and mutual fund in each style....More
May 9, 2013

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2Q Best & Worst ETFs & Mutual Funds—by Sector—Recap

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style. This article provides quick access to all our 2Q reports on sector funds....More
May 8, 2013

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Best & Worst ETFs & Mutual Funds: Financials Sector

The Financials sector ranks last out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 43 ETFs and 232 mutual funds in the Financials sector as of April 24, 2013....More
May 8, 2013

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Best & Worst ETFs & Mutual Funds: Utilities Sector

The Utilities sector ranks ninth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of eight ETFs and 28 mutual funds in the Utilities sector as of April 23, 2013....More
May 8, 2013

Education

Coaching and Selling Skills

Download the latest report in WealthManagement.com's Though Leadership Research Series, "Coaching and Selling Skills"....More
May 8, 2013

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Gallery: Pursuing the Elusive HNW Client

Attracting and retaining high-net-worth clients is an aspiration for most, but it can be tricky. A report from PriceMetix released Wednesday puts some numbers behind the firms that are successful at landing top tier clients.
May 7, 2013

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Best & Worst ETFs & Mutual Funds: Energy Sector

The Energy sector ranks eighth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 18 ETFs and 73 mutual funds in the Energy sector as of April 23, 2013....More
May 7, 2013

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Best & Worst ETFs & Mutual Funds: Telecom Sector

The Telecom sector ranks seventh out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of four ETFs and 12 mutual funds in the Telecom sector as of April 19, 2013....More
May 6, 2013

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Best & Worst ETFs & Mutual Funds: Materials Sector

The Materials sector ranks sixth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 10 ETFs and 15 mutual funds in the Materials sector as of April 18, 2013....More
May 6, 2013

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Best & Worst ETFs & Mutual Funds: Consumer Discretionary Sector

The Consumer Discretionary sector ranks fifth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 16 ETFs and 27 mutual funds in the Consumer Discretionary sector as of April 18, 2013....More
May 1, 2013

Article

Advisor Confidence Plunges

WealthManagement.com’s Advisor Confidence Index points to a pull back in equity markets and an economic recovery that remains fragile....More
May 1, 2013

data table

Top 100 RIAs in 2013

Among other things, these RIAs offer financial planning and portfolio management for individual clients....More
Apr. 30, 2013

Education

How to Succeed Online

Today most advisors fail to maintain a winning online presence. Attend this webinar and learn how to beat the odds and create an irresistible web strategy! Join us as we discuss best practices for creating a compliant website that delivers long term, measurable results. We will cover a simple 3-stage process aimed at allowing you to maximize the value of your web presence. You'll learn:...More
Apr. 26, 2013

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Best & Worst ETFs & Mutual Funds: Industrials Sector

The Industrials sector ranks fourth out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 16 ETFs and 24 mutual funds in the Industrials sector as of April 17, 2013....More
Apr. 25, 2013

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Best & Worst ETFs & Mutual Funds: Health Care Sector

The Health Care sector ranks third out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 21 ETFs and 84 mutual funds in the Health Care sector as of April 17, 2013....More
Apr. 24, 2013

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Best & Worst ETFs & Mutual Funds: Information Technology Sector

The Information Technology sector ranks second out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 27 ETFs and 155 mutual funds in the Information Technology sector as of April 16, 2013....More
Apr. 24, 2013

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Best & Worst ETFs & Mutual Funds: Consumer Staples Sector

The Consumer Staples sector ranks first out of the ten sectors as detailed in my Sector Rankings for ETFs and Mutual Funds report. It gets my Attractive rating, which is based on aggregation of ratings of nine ETFs and nine mutual funds in the Consumer Staples sector as of April 16, 2013....More
Apr. 22, 2013

Education

Next Generation Strategies: Securing the Assets of Clients' Adult Children

According to recent research*, 70% of financial advisors consider it very important to recruit their clients' adult children. However, only 29% of the same advisors have a specific strategy for obtaining their business....More