Think ETF Virtual Conference

The Retirement Income Symposium has a fresh, new look…welcome to the new and improved RIA Think Retirement Conference. We’re offering the same top-notch educational and networking opportunities to all RIAs, while still paying special attention to the challenges, and opportunities, of offering retirement incomes advice. Our annual event provides an established and progressive learning environment for RIAs who actively sell, market, support, and service retirement plans. From social security to client management and service to the impact of healthcare reform, we aim to provide advisors with clear, actionable strategies to address client need.

https://vshow.on24.com/vshow/sbm/content/661228

Learn more about Leverage and Inverse ETFs

https://vshow.on24.com/vshow/sbm/content/648227

Option-Based Risk Management in a Multi-Asset World

https://vshow.on24.com/vshow/sbm/content/655494

ProShares Volatility ETFs (VIXY, VIXM, UVXY and SVXY)

https://vshow.on24.com/vshow/sbm/content/657934

AdvisorShares Madrona Global Bond ETF (FWDB)

https://vshow.on24.com/vshow/sbm/content/657762

Forward-Looking Broad-Market Investing

https://vshow.on24.com/vshow/sbm/content/657825

ProShares High Yield—Interest Rate Hedged (HYHG) Full Prospectus

https://vshow.on24.com/vshow/sbm/content/657936

Options Disclosure Document

This publication refers solely to options issued by OCC. Prior to buying or selling an option, a person must receive a copy of this brochure.

https://vshow.on24.com/vshow/sbm/content/655497

Risk Mitigating Collar Strategy – Loosening Your Collar: Alternative Implementations of QQQ Collars

https://vshow.on24.com/vshow/sbm/content/655507

PowerShares DB Agriculture Fund (DBA) Fact Sheet

https://vshow.on24.com/vshow/sbm/content/641981

Leveraged and Inverse ETF Card

https://vshow.on24.com/vshow/sbm/content/648233

Morningstar Direct | Request a demonstration

https://vshow.on24.com/vshow/sbm/content/650662

Prospectus - ETFS Palladium Trust

https://vshow.on24.com/vshow/sbm/content/657892

Product Guide

https://vshow.on24.com/vshow/sbm/content/657815

AdvisorShares Newfleet Multi-Sector Income ETF (MINC)

https://vshow.on24.com/vshow/sbm/content/657766

Morningstar Direct | Find out who is using Morningstar Direct

https://vshow.on24.com/vshow/sbm/content/650661

Definitive ODD Supplement for RPOs (Alpha Index Options II) 2012-01-04

Definitive ODD Supplement for RPOs (Alpha Index Options II) 2012-01-04.pdf

https://vshow.on24.com/vshow/sbm/content/650303

PowerShares Resource ETFs Investor Guide

https://vshow.on24.com/vshow/sbm/content/641979

Meet the ETF Team

https://vshow.on24.com/vshow/sbm/content/661494

ETFS Physical Platinum Shares (PPLT)

https://vshow.on24.com/vshow/sbm/content/657867

Adding Options to Your Practice in 7 Simple Steps

Income generation, risk management, diversification; there are many compelling reasons to include options in your business. In fact for many advisors the question is not whether to use options, but how to begin. If you find yourself in this group here is a roadmap to get you started.

https://vshow.on24.com/vshow/sbm/content/655503

About PowerShares

https://vshow.on24.com/vshow/sbm/content/641993

AdvisorShares Madrona Domestic ETF (FWDD)

https://vshow.on24.com/vshow/sbm/content/657761

AdvisorShares Global Echo ETF (GIVE)

https://vshow.on24.com/vshow/sbm/content/657758

Understanding ETF Liquidity and Trading

https://vshow.on24.com/vshow/sbm/content/657924

Volatility Response Fact Sheet

https://vshow.on24.com/vshow/sbm/content/648236

Morningstar Indexes | Factsheet

From broad equity indexes that track global markets to a family of commodity indexes, Morningstar offers indexes that cover all major asset classes. This factsheet provides an overview of our index offering.

https://vshow.on24.com/vshow/sbm/content/650638

Morningstar Advisor Workstation | Sample ETF Report

A sample report of the FINRA-reviewed Investment Detail Report for ETFs contained within Advisor Workstation.

https://vshow.on24.com/vshow/sbm/content/650654

PowerShares S&P Emerging Markets Low Volatility Portfolio Fact Sheet

EELV fact sheet

https://vshow.on24.com/vshow/sbm/content/641977

Daily Total Bond Market Bear Fact Sheet

https://vshow.on24.com/vshow/sbm/content/648226

ProShares RAFI® Long/Short ETF (RALS) Profile

https://vshow.on24.com/vshow/sbm/content/657931

Morningstar ETFInvestor | Special Offer

Income is not just for conservative investors. Morningstar ETFInvestor offers fresh ideas for income and total return and provides a bird's-eye view of valuations around the globe, portfolio construction concepts, and data on the biggest and most popular ETFs. Conference Special | Annual Digital Subscription for $99 (reg. rate $189) New subscriptions only. Offer ends 9/30/13.

https://vshow.on24.com/vshow/sbm/content/650656

PowerShares Emerging Markets Sovereign Debt Portfolio Fact Sheet

PCY fact sheet

https://vshow.on24.com/vshow/sbm/content/641989

AdvisorShares QAM Equity Hedge ETF (QEH)

https://vshow.on24.com/vshow/sbm/content/657769

OIC Multi Asset Summary

https://vshow.on24.com/vshow/sbm/content/655491

Options and The Financial Advisor

"Options and the Financial Advisor" has the highlights of the OIC's recent benchmark study which measured options usage among advisors, examined how, when and why they used them and compared the practices of advisors who use options with those who do not.

https://vshow.on24.com/vshow/sbm/content/655539

Prospectus - ETFS Platinum Trust

https://vshow.on24.com/vshow/sbm/content/657893

ETFS Physical Asian Gold Shares (AGOL)

https://vshow.on24.com/vshow/sbm/content/657876

Hedging Bond Risk with Inverse ETFs

https://vshow.on24.com/vshow/sbm/content/657926

DBIZ Investment Philosophy and Objectives

https://vshow.on24.com/vshow/sbm/content/657729

Morningstar Office | Factsheet

Morningstar Office, End-to-End Practice Management product fact sheet.

https://vshow.on24.com/vshow/sbm/content/650641

Morningstar Direct | Asset allocation article on new methodology

https://vshow.on24.com/vshow/sbm/content/650663

Morningstar Indexes | Wide Moat Focus Index Factsheet:

The Morningstar Wide Moat Focus index is based on the Morningstar® Economic Moat RatingTM and is made up of companies which Morningstar believes will sustain positive economic profits for 20 years or more.

https://vshow.on24.com/vshow/sbm/content/650639

ProShares Large Cap Core Plus (CSM) Profile

https://vshow.on24.com/vshow/sbm/content/657928

Options Talk With OIC

Joe Burgoyne of Options Talk with OIC hosts a special podcast geared towards financial advisors. His guest is Eric Cott, Director of Financial Advisor Education at OIC, who will be sharing his insights on how options can enhance an advisors’ practice and what resources are available. He’ll also share results from the Financial Advisor Benchmark quantitative study which has uncovered some interesting findings about the use of options by financial advisors.

https://vshow.on24.com/vshow/sbm/content/655554

Factor Driven Index Investor Guide

https://vshow.on24.com/vshow/sbm/content/641985

2013 Mid-Year AdvisorShares Active ETF Report

https://vshow.on24.com/vshow/sbm/content/657821

ETFS Physical Swiss Gold Shares (SGOL)

https://vshow.on24.com/vshow/sbm/content/657870

Core Strategy Performance

https://vshow.on24.com/vshow/sbm/content/657742

Morningstar Direct | Asset Allocation Factsheet

Asset allocation in Morningstar Direct gives investment professionals the flexibility to create optimal asset allocation policies. Emerging from the work of Morningstar researchers, statistical capabilities built into Morningstar Direct introduce a completely new methodology for asset allocation.

https://vshow.on24.com/vshow/sbm/content/650665

Commodities as an Asset Class

Orange Paper Series

https://vshow.on24.com/vshow/sbm/content/641998

Prospectus - ETFS Gold Trust

https://vshow.on24.com/vshow/sbm/content/657891

Volatility in Perspective

https://vshow.on24.com/vshow/sbm/content/657925

PowerShares Low-Correlation to Equity ETF Strategies

https://vshow.on24.com/vshow/sbm/content/641982

PowerShares DB ETN Ticker Sheet

https://vshow.on24.com/vshow/sbm/content/641997

PowerShares Fundamental High Yield® Corporate Bond Portfolio Fact Sheet

https://vshow.on24.com/vshow/sbm/content/641996

Options Disclosure Document

This publication refers solely to options issued by OCC. Prior to buying or selling an option, a person must receive a copy of this brochure.

https://vshow.on24.com/vshow/sbm/content/655496

Daily 20+ Year Treasury -1x Bear Fact Sheet

https://vshow.on24.com/vshow/sbm/content/648228

Alternative Strategy Performance

https://vshow.on24.com/vshow/sbm/content/657743

Morningstar Office

Watch a Video to see how one RIA changed their practice with Morningstar Office.

https://vshow.on24.com/vshow/sbm/content/650739

AdvisorShares WCM/BNY Mellon Focused Growth ADR ETF (AADR)

https://vshow.on24.com/vshow/sbm/content/657747

Morningstar Investment Services | Exchange-Traded Funds—Asset Allocation Series

This factsheet highlights the portfolios in our Asset Allocation Series.

https://vshow.on24.com/vshow/sbm/content/650733

The New Case for High Yield: A Guide to Understanding and Investing in the High Yield Market

https://vshow.on24.com/vshow/sbm/content/657820

Morningstar Advisor Workstation | Brochure

The complete Advisor Workstation brochure provides a high-level look at this web-based product for financial advisors.

https://vshow.on24.com/vshow/sbm/content/650651

ProShares Trust II Prospectus (UCO, SCO, UGL, GLL, AGQ, ZSL, EUO, YCS)

https://vshow.on24.com/vshow/sbm/content/657976

Accuvest Investment Process for ACCU

https://vshow.on24.com/vshow/sbm/content/657735

PowerShares US Dollar Strategy Discovery

https://vshow.on24.com/vshow/sbm/content/641987

Global Commodity ETP Quarterly

https://vshow.on24.com/vshow/sbm/content/657888

Sales Idea: All Things Being Equal – An Alternative Way To Get S&P 500® Index Exposure (RSP)

https://vshow.on24.com/vshow/sbm/content/657915

AdvisorShares Athena International Bear ETF (HDGI)

https://vshow.on24.com/vshow/sbm/content/663589

Pring Turner Approach to Business Cycle Investing

https://vshow.on24.com/vshow/sbm/content/657818

ETFS Physical White Metal Basket Shares (WITE)

https://vshow.on24.com/vshow/sbm/content/657874

Morningstar Advisor Workstation Factsheet

This one sheet provides an overview of Advisor Workstation’s capabilities and included reports.

https://vshow.on24.com/vshow/sbm/content/650648

Combining Value-Add Propositions with Broad Market Investing

https://vshow.on24.com/vshow/sbm/content/657728

ProShares Trust II Prospectus (UCD, CMD, BOIL, KOLD, GDAY, CROC, ULE, EUFX, YCL, SVXY, VIXM)

https://vshow.on24.com/vshow/sbm/content/657975

Morningstar Advisor Workstation | Portfolio Snapshot

The FINRA-reviewed Portfolio Snapshot provides an in-depth synopsis of a client’s portfolio with asset class and investment style breakdowns, performance information, and top holdings.

https://vshow.on24.com/vshow/sbm/content/650653

PowerShares Dorsey Wright ETF Models

https://vshow.on24.com/vshow/sbm/content/641988

PowerShares FTSE RAFI US 1000 Portfolio Insights

Attribution & Insight Piece for PRFZ performance

https://vshow.on24.com/vshow/sbm/content/641990

Morningstar Investment Services | Mutual Fund Portfolios

This brochure highlights our Mutual Fund Portfolios. A diversified range of core and niche mutual fund portfolios—each created to achieve superior risk-adjusted returns for clients using a consistent, repeatable investment process.

https://vshow.on24.com/vshow/sbm/content/650731

PowerShares FTSE RAFI US 1000 PortfolioFact Sheet

https://vshow.on24.com/vshow/sbm/content/641986

ETFS Physical Precious Metals Basket Shares (GLTR)

https://vshow.on24.com/vshow/sbm/content/657871

Daily Total Market -1x Bear Fact Sheet

https://vshow.on24.com/vshow/sbm/content/648234

Morningstar Direct | Trends in the ETF Managed Portfolio Marketplace

Watch Morningstar analyst, Andrew Gogerty, talk about recent trends in the ETF managed portfolio marketplace. Sponsored by Morningstar Direct.

https://vshow.on24.com/vshow/sbm/content/650740

Morningstar Investment Services | Select Stock Baskets

This brochure highlights our Select Stock Basket Portfolios, Combines Morningstar, Inc.'s rigorous, independent stock research with our active portfolio management.

https://vshow.on24.com/vshow/sbm/content/650732

AdvisorShares Cambria Global Tactical ETF (GTAA)

https://vshow.on24.com/vshow/sbm/content/657753

ETFS Physical Silver Shares (SIVR)

https://vshow.on24.com/vshow/sbm/content/657869

Morningstar Direct | Single-Source Research Solution

Morningstar Direct delivers investment vision. It’s a global investment analysis platform that unites all of Morningstar’s data and institutional research, private & third-party content, rigorous analytics, and productivity tools.

https://vshow.on24.com/vshow/sbm/content/650725

Morningstar Investment Services | Exchange-Traded Funds—Contrarian Portfolios

This factsheet highlights our three Contrarian ETF portfolios.

https://vshow.on24.com/vshow/sbm/content/650734

Complimentary Business Building eNewsletters from ThinkAdvisor.com

Sign-up for ThinkAdvisor.com's free email newsletters and see what more than 145,000 advisors and planners already know! Our eNewsletters are loaded with the vital news, analysis, market info, practice management, retirement, compliance, and portfolio tips you need to increase your business and grow your bottom line.

https://vshow.on24.com/vshow/sbm/content/657841

Risk Mitigating Collar Strategy In a Multi-Asset World

https://vshow.on24.com/vshow/sbm/content/655500

Morningstar Investment Services | Market Perspective Q2 2013

This is a quarterly market commentary written by our President and Chief Investment Officer, Jeff Ptak.

https://vshow.on24.com/vshow/sbm/content/650727

Morningstar ETF Invest Conference | October 2—4

The event that brings together advisors investing in ETFs, with sessions focused on three key areas; strategic, tactical, and managed portfolio solutions. Featured speakers include Austan Goolsbee, University of Chicago; Rob Arnott, Research Affiliates; Ken Volpert, Vanguard; Jeremy Schwartz, WisdomTree; Rick Ferri, Portfolio Solutions; David Abner, WisdomTree; and Joe Davis, Vanguard. Please click on the download button to view our conference website.

https://vshow.on24.com/vshow/sbm/content/650657

ProShares Trust II Prospectus (UVXY and VIXY)

https://vshow.on24.com/vshow/sbm/content/657977

NASDAQ Equal Weight Fact Sheet Q4 2012

https://vshow.on24.com/vshow/sbm/content/648235

Morningstar Office | Reporting Overview Brochure

https://vshow.on24.com/vshow/sbm/content/650642

Sales Idea: ETFs Best Ideas for 2013

https://vshow.on24.com/vshow/sbm/content/657907

Sales Idea: Guggenheim BulletShares® ETFs

https://vshow.on24.com/vshow/sbm/content/657913

Morningstar Indexes Yearbook

The Morningstar Indexes Yearbook is an annual publication that highlights our research on a wide range of indexing topics, covering all major asset classes.

https://vshow.on24.com/vshow/sbm/content/650637

Morningstar 10 Years of Indexing Innovation Video

For over a decade, Morningstar has been developing index industry firsts and delivering innovative indexing solutions. This video celebrates and reflects on our numerous accomplishments over the past ten years.

https://vshow.on24.com/vshow/sbm/content/650738

Prospectus - ETFS White Metals Basket Trust

https://vshow.on24.com/vshow/sbm/content/664020

Thought Leadership Series

https://vshow.on24.com/vshow/sbm/content/648229

The WCM/BNY Mellon Focused Growth ADR ETFInvestment Philosophy

https://vshow.on24.com/vshow/sbm/content/657727

Option-Based Risk Management in a Multi-Asset World

https://vshow.on24.com/vshow/sbm/content/655492

Daily 7-10 Year -1 Bear Fact Sheet

https://vshow.on24.com/vshow/sbm/content/648232

AdvisorShares Madrona International ETF (FWDI)

https://vshow.on24.com/vshow/sbm/content/657763

ProShares Global Listed Private Equity ETF (PEX) Full Prospectus

https://vshow.on24.com/vshow/sbm/content/657937

Depositary Receipt Indices & InternationalInvesting: Using ETFs

https://vshow.on24.com/vshow/sbm/content/657823

PowerShares S&P 500® Low Volatility Portfolio Fact Sheet

https://vshow.on24.com/vshow/sbm/content/641978

Prospectus - ETFS Asian Gold Trust

https://vshow.on24.com/vshow/sbm/content/657889

PowerShares DB US Dollar Index Bullish Fund (UUP) Fact Sheet

https://vshow.on24.com/vshow/sbm/content/641992

Morningstar Andex Chart | Factsheet

https://vshow.on24.com/vshow/sbm/content/650658

Morningstar Investment Services | Sales Contacts

This map outlines the territory each member of our sales team represents.

https://vshow.on24.com/vshow/sbm/content/650736

Prospectus - ETFS Precious Metals Basket Trust

https://vshow.on24.com/vshow/sbm/content/657896

Guggenheim Investments ETF Lineup Card

https://vshow.on24.com/vshow/sbm/content/657905

Alternative Investments: Understanding their role in a portfolio

https://vshow.on24.com/vshow/sbm/content/657922

MINC Investment Objective and Philosophy

https://vshow.on24.com/vshow/sbm/content/657732

PowerShares Fundamental Investment Grade Corporate Bond Portfolio Fact Sheet

https://vshow.on24.com/vshow/sbm/content/641991

Morningstar Direct | Wealth Management Factsheet

Morningstar Direct streamlines investment research, portfolio construction, and client communication for professionals who manage high-net-worth portfolios.

https://vshow.on24.com/vshow/sbm/content/650726

Morningstar ETFInvestor | May 2013 Issue

Sample Issue

https://vshow.on24.com/vshow/sbm/content/650655

Understanding Leveraged ETFs

https://vshow.on24.com/vshow/sbm/content/648230

Morningstar Investment Services | Exchange-Traded Fund Portfolios

This brochure highlights our Exchange-Trading Fund Portfolios, where we employ a proprietary "core and explore" approach that maintains a strategic asset allocation but also targets market opportunities.

https://vshow.on24.com/vshow/sbm/content/650729

ProShares Product List

https://vshow.on24.com/vshow/sbm/content/657927

Options Disclosure Document

This publication refers solely to options issued by OCC. Prior to buying or selling an option, a person must receive a copy of this brochure.

https://vshow.on24.com/vshow/sbm/content/655495

Strategies for Using Currency ETFs

Orange Paper Series

https://vshow.on24.com/vshow/sbm/content/641995

AdvisorShares Accuvest Global Opportunities ETF (ACCU)

https://vshow.on24.com/vshow/sbm/content/657751

Collar Strategy for Fund Managers

A ten year study by the Center for International Securities and Derivatives Markets at the University of Massachusetts found that a long protective collar strategy using 6-month put purchases and consecutive 1-month call writes earned far superior returns compared to a simple buy-and-hold strategy while reducing risk by almost 65%. The research evaluated passive and active implementations of long protective collar strategies on the Powershares QQQ Exchange-Traded Fund (Ticker: QQQQ). The study also simulated a collar on a small cap mutual fund. The return of the active mutual fund collar was four times the return of the fund, while the standard deviation was about one-third lower. Over the 122-month study period, the passive collar returned almost 150% while QQQ lost one-third of its value. The active collar outperformed both strategies and returned more than 200%.

https://vshow.on24.com/vshow/sbm/content/650300