Top Portfolio Products: China Bond ETF from Global X
AssetMark adds donor-advised fund, while Franklin Templeton launches Social Security optimizer tool.
Morgan Stanley Payouts in ’15: Will a Boost in Deferred Comp Hurt Reps?
Industry experts are divided on the impact of this pay shift on advisor retention and recruiting.
15 Colleges With Best Paying Graduate Degrees: 2014
Is a master's degree worth the steep cost? That depends partially on where you choose to get it.
Top Portfolio Products: New China Bond, Buyback-Themed ETFs
New products focus on e-commerce in the emerging markets and more.
PIMCO Outflows Painful but Not Deadly: Morningstar
The flagship Total Return Fund had $50 billion in net outflows in the past two months, but Morningstar sees positive future potential.
Top Portfolio Products: PowerShares Adds Commodity Strategy to ETF Lineup
First Trust, Northern Trust, Cambria ETF Trust and ARK also launched ETFs.
SEC OKs Eaton Vance’s ETF-Mutual Fund Hybrid
The new, less transparent funds will be called NextShares, and Eaton Vance will license the fund structure to other firms.
3 Reasons Robo-Advisors Are Taking Off
Robo-advisors have proliferated, but why? Bill Doyle of Forrester Research gave three reasons during a Schwab Impact session.
Schwab’s Bettinger, Clark: RIAs Must Evolve; Robos in ‘Top of the First’
Welcoming attendees at biggest-ever Impact, Schwab CEO and RIA chief explain robo-advisor strategy and call on RIAs to embrace the challenge of “Generation Now.”
American Funds: Right Kind of Active Management Can Trounce ETFs
An American Funds study discussed at Schwab Impact reveals two key traits that identify the best actively managed funds.