Vanguard Names New Chiefs of Advisor Services, Retail Investor Group
Thomas Rampulla will lead the Financial Advisor Services division; Karen Risi will head the $1.3 trillion retail group.
Schwab’s Robo-Giant Unleashed: Could It Help Advisors Gain Clients?
As Schwab launches its Intelligent Portfolios platform, project head Naureen Hassan tells ThinkAdvisor what to expect from the RIA version.
Advisors Wading Deeper Into Liquid Alts
The liquid alt strategy used by the greatest number of advisors is real estate, a Practical Perspectives report finds.
Janus Readies ETF; Edward Jones Pushes Back Fund Rollouts
Investors can expect a new fixed income fund led by ex-PIMCO chief Bill Gross and equity products from Edward Jones' Bridge Builder brand.
Under the Hood: Tax Treatment of ETFs vs. Mutual Funds
Despite similarities in taxation of the two, the structural difference and potential absence of long-term capital gains in ETFs makes them a compelling investment vehicle.
ETF Volume Does Not Equal Liquidity
Most advisors understand that ETFs are liquid, although some may simply apply their knowledge of stock liquidity to ETFs and assume that it is the same—but it is not.
Top Portfolio Products: Vanguard to Launch Alt Fund
The fund giant plans to add the new fund into its popular managed-payout product.
A 4-Step Investment Plan for Millennials
Young adults face tough financial challenges. Through these four simple steps, you can help address them.
3 Tips for Using Leveraged ETFs
Before jumping in, advisors and clients should do some homework on these tricky investments.
A New, Cheaper Way to Invest With Bond King Jeffrey Gundlach
The SPDR DoubleLine Total Return Tactical ETF is possibly the most important as a test of whether active management can ever thrive inside the ETF industry.