Smart-Beta ETFs: 3 Factors to Calculate Before Adding to a Portfolio
Still trying to understand what “smart beta” means for ETFs? Hint: it’s where active meets passive.
PIMCO Outflows Aside, Bond ETFs Looking to Shine in 2015
Jeff Gundlach’s plan to launch a DoubleLine bond ETF will bring new competition to PIMCO’s Total Return.
Boomer Demand for Annuities to Stay High Despite Low Rates
Three-quarters of advisors say most clients want guaranteed retirement income, IRI report shows.
3 Cool Tech Products for Advisors at T3
T3 conference features new releases and tech upgrades from eMoney, Advizr and more.
What’s Your Client’s ROI? New Tech Tool Adds up the Score
Redtail, ActiFi, Riskalyze and Securities Service Network partnership uses advisor data to determine client profitability.
Beating Robos at Their Own Game: Advisors Fight Back
The robo-advisor threat to human advisors is real, so it’s time for traditional advisory firms to join the digital revolution, say financial technology experts.
Orion Integrates Data Aggregator Quovo as T3 Tech Conference Kicks Off
The deal will bring aggregated data from thousands of financial institutions to a leading portfolio trading and rebalancing system.
Low Oil Prices Unlikely to Hurt Some Energy Investments
U.S. energy renaissance lets investors reap tax breaks while avoiding commodity market swings like those engendered by Saudi Arabia oil price cut.
Former Miami Fed Chief Dorothy Weaver Eyes a New Janet Yellen Era
Weaver says Janet Yellen will need to be a consensus builder if she is to succeed as Fed chief.
65? 70? 80? What’s the Real Retirement Age These Days?
A spate of recent reports indicates that retirement age is just a number — a moving target, at that.