Popular Paradigm: SRI, ESG Assets Continue to Grow
Investors’ interest in sustainable investing continues to grow; account for nearly 18% of all managed assets in U.S.
Dealing with universal life premium increases
Insurance agents and financial advisors explain how to approach this challenge with clients.
Energy Stocks: Still Room to Run?
One asset manager shares his views on price volatility in oil and why that means opportunity for investors.
Can Smart Beta Work for Fixed-Income ETFs?
Several specialists lay out the case for these products and highlight factors driving premiums for the strategy.
Can Actively Managed ETFs Gain Traction?
There are 150-plus active ETFs trading today with total assets near $27 billion but can their growth continue amid strong demand for passive ETFs?
Will Emerging Market ETFs’ Outperformance Last?
Analysts debate whether the group has found its "sweet spot" or could fall out of favor with investors.
Why consumers’ attitudes toward life insurance are changing
Clients are taking more of a long-term view with their life insurance, and here's the result.
Where are all the women in financial services?
Women have an increasing share of income and wealth in the United States and globally, but they are underrepresented among financial advisors in the U.S.
Annuities for retirement income
The longer retirees wait to turn this income benefit on, the greater the payout will be.
How to battle irrational financial behavior
Knowing a thing or two about behavioral economics can enable financial advisers to steer clients away from poor investment decisions.