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Women Advisors

Women Advisors

Wanted: Women advisors The financial services industry wants more women to join its ranks. Many companies in the financial services industry are rethinking their approach to women advisors (and investors). This is because a trend is emerging: a growing number of...
Who’s who in mutual funds

Who’s who in mutual funds

Terms such as “mutual fund manufacturers,” “portfolio managers” and “mutual fund dealers” are thrown around a lot in the financial services industry. But what do these organizations actual do? Here, we give you an overview of several key entities operating in the...
Leveraged ETFs – The Pros and Cons

Leveraged ETFs – The Pros and Cons

Many ETFs help build wealth, but some are higher-risk strategies  Before investors and advisors consider making use of leveraged exchange-traded funds (ETFs), its important to understand how these products function and whether they belong in an investor’s portfolio....
Managed solutions 101

Managed solutions 101

Managed solutions can be a great investment option for investors looking to streamline the investment process. With managed solutions, the portfolio manager carefully selects a broad range of investments and combines them into one product to provide a good level of...