Jul-Aug 2008

A Calculated Risk

Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them

ETF Uptake

Financial advisers see ETFs as the most innovative investment vehicle in the last two decades

Fee Country

A study by research firm Strategic­ Insight says that advice in the mutual fund business increasingly is provided through fee-based accounts.

Gray Area

The number of financial advisers in the U.S. declined from 256,569 in 2005 to 245,831 last year, according to The Cerulli Edge Advisor Edition.

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.