New Factor Allocator Tool Shows the Value of Factor Investing
Optimal Asset Management's free tool helps advisors build factor-based replicas of any mutual fund using ETFs.
A Step Backward in Financial Regulation
The Financial Choice Act will make the financial system less safe, and it won't eliminate bailouts in a future crisis.
Smart Beta Strategies More Popular Than Ever and Growing Rapidly: Survey
Allocations to smart beta strategies jumped from 36% to 46% in one year, according to FTSE Russell's latest Global Institutional Smart Beta survey.
Can Theme-Based ETFs Hack It in Portfolios?
Niche ETFs like HACK generally hold a limited number of stocks and have relatively high expenses, but they can be useful in certain situations.
Introducing Swell, a New Impact Investing Platform: Portfolio Products
In other product news, IndexIQ launches a small-cap ETF.
Who Were the Best Robo-Advisors in Q1?
The first quarter of 2017 was good to robo-advisors, but several firms stood out for top performance across investment categories.
Hartford Funds Launches Low Volatility Multifactor ETFs: Portfolio Products
Also, Solactive introduces its Global Infrastructure Low Earnings Volatility Index.
Ric Edelman — Media-Savvy Advisor: The 2017 IA 25
The former financial journalist, now author and TV and radio personality, founded an advisory firm that 30 years later has $18 billion in assets.
What’s More Tax-Efficient Than ETFs? Maybe a Tax-Managed Fund
Frank Pape, director of consulting services at Russell Investments, explains why advisors should focus on after-tax returns and favor tax-managed funds.
Most Markets Have Made All Their Gains for the Year: Wells Fargo’s McMillion
The head of global asset allocation strategy also says to expect more volatility and opportunities to make some tactical adjustments.