Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

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4Q09 Quarterly Market Summary Available To RIAs

Advisor Products’ Quarterly Market Summary becomes available Monday for the fourth quarter of 2009.

QMS is a comprehensive analysis of activity in stock and bond markets and examines a range of asset classes.

It is utilized as a companion piece with quarterly performance reports provided by RIAs.

Written by a veteran financial reporter and edited by one of the nation’s leading financial editors, QMS is delivered to subscribers as an eight-page Microsoft Word document 10 days after the end of every quarter. You can cut, paste, and edit QMS to fit your needs.

Each quarterly release of QMS typically covers performance of:

  • S&P 500 large cap stocks
  • Russell 2000 small cap stocks
  • Growth versus value stocks
  • Corporate earnings
  • Foreign stocks
  • Emerging markets
  • U.S. Dollar versus Euro
  • Fixed income markets
  • Two versus 10-year Treasurys
  • Corporate bonds
  • Economic growth
  • Fed interest rate policy
  • U.S. Retail sales
  • Consumer confidence
  • Unemployment
  • Consumer Price Index

Because of the time sensitive nature of the content, QMS is submitted for review by FINRA only after it is distributed to RIAs. Registered reps, therefore, should consult with their broker/dealer about its use.

QMS is priced at $1,200 for a one year subscription, and can be ordered by submitting this form.

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