Top Portfolio Products: ProShares Rolls Out 2 Credit-Focused ETFs
Lincoln Financial adds survivorship life offerings; Beaumont Capital and Envestnet share new portfolio strategies.
Using ETF Trailing Stop Orders in Portfolios: Watch the Price!
In building portfolios for clients, I like to use TSOs on ETFs, but I've seen an interesting dynamic at play that advisors should watch.
American Century Hires Former Goldman Exec as Global Products Chief
The Kansas City, Missouri-based fund family taps Glen Casey to expand products and sales.
Top Portfolio Products: New ETFs from ALPS, Compass & First Trust
Aequitas Capital launches RIA membership network; new annuities from Forethought, Sammons.
SEC, FINRA Enforcement: Reps Sold ETFs They Didn’t Understand
In other enforcement news, the SEC charged an energy firm and a stock promoter with defrauding investors about its oil reserves.
How an Advisor Can Outsource Money Management While Staying Involved
Managing money on your own takes a lot of work, but this outsourcing strategy allows me to stay involved while using the best managers.
A Healthy Stock Market Needs These 3 Sectors
Several industries are key to a healthy economic recovery and sustained equity market performance.
4 ETFs for Volatile Times
The VIX is soaring, but there are ways to capitalize on the latest outburst.
Anyone Can Invest Like Buffett, Icahn With New ETF
Want a tip from Warren Buffett? New app provides instant notification of his SEC filings, and the accompanying ETF blends the 10 best performing billionaires.
RIAs’ ETF and Mutual Fund Assets Rose 12% in First Half
Long-term mutual fund and ETF assets under management have hit $1.8 billion, Access Data reported Friday.