Morningstar’s ETF Conference Is Sold Out and Looking for a New Home
The Morningstar ETF Invest Conference has reached its capacity of 500, according to Ben Johnson, Morningstar’s director of passive funds research and event emcee.
Advisors Rank 10 Best & Worst Ads by Partner Firms
More than 1,000 advisors reviewed 30 print ads not only for “likeability” but also for relevance and impact in a Phoenix Marketing International survey.
Goldman Sachs Asset Management to Acquire Deutsche’s Stable Value Business
Move represents GSAM’s efforts to grow its defined contribution business.
Does Your Client Want to Divest From Fossil Fuels?
Many clients don't like companies that pollute. Dan Kern and HIP Investor lay out the realities of constructing a fossil-free portfolio.
4 High-Yield ETFs in a QE World
Schwab’s Michael Iachini joins SSgA’s John Keller in identifying fixed-income ETF opportunities — for investors who are willing to take on risk.
Hedge Fund Ads at the Super Bowl? No Way, Says BlackRock’s Novick
Hedgies are as wary of a plunge into retail marketing as naysayers are of an advertising free-for-all now that the solicitation ban has been lifted.
Firm Valuation: There’s a Web App for That
CoreValue founder and CEO Chuck Richards says many advisors struggle when trying to do a quick and painless valuation.
In Surprise, Fed Says No QE Tapering
The Fed’s policymakers announced Wednesday that it will not start winding down its $85 billion bond program, awaiting better economic news.
Are Tax-Deferred VAs Tax Efficient? Yes, Says Jefferson National
JeffNat's Larry Greenberg reminds RIAs that annuities are a great tax-deferral vehicle if the cost of buying them is cheap enough.
Post-Lehman Crash, Altegris’ Jon Sundt Defends Alternatives as Hedge Against Volatility
“It was a bit of ‘shock and awe,'” Altegris' Sundt recalls of the Lehman crash. His biggest worry: “Do we have any counterparty risk?"