Getting Ideas and Insights From Market Leaders

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Asset Allocation, the El-Erian Way

Market strategist Mohamed El-Erian offers a dynamic asset allocation plan for investors—one that encompasses a larger number of asset classes and requires advisors to quickly adjust to shocks and dislocations. Here's how one advisor is implementing El-Erian's recommendations in her business.

3 Steps for Managing Risk in 2009

The tide went out in 2008, revealing a lot of scantily clad business executives and money managers—and severely damaging client portfolios in the process. Here are three steps for protecting clients' assets from future tidal waves.

Doing Due Diligence on ETFs

Not all ETFs are created equal—not even those in the same style box. Before you plug one into a portfolio, a little sleuthing is necessary to determine if it will meet your diversification, liquidity, and performance requirements.

7 Ways to Increase Your Objectivity

Everyone claims to offer objective recommendations, but the real proof lies in how you conduct due diligence. These seven techniques can help you develop a decision-making process that bolsters your integrity and reassures clients that their interests always come first.