7 Ways Advisors Can Add Clients, Stay Relevant
On a Morningstar panel, all the experts agreed that a solid value proposition is key to retaining and growing an advisor's client base.
China: Short-Term Gamble, Long-Term Necessary Investment
The Chinese civilization may go back 4,000 years, but its stock market is younger than many millennials, Morningstar panelists said.
The Future of ETFs: Volatility, Rate Hikes and Robos
Four experts, including Tom Lydon of ETF Trends, closed the Morningstar ETF conference in Chicago with a look at the future of ETFs.
Is the Biotech Party Over?
Should investors bail out of biotech, which has lost almost 25% since late July, or short the sector?
Top Portfolio Products: Schwab Adds Commission-Free ETFs
There are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.
New Providers in U.S. ETF Space Set Record: ETFGI
Asset managers are tripping over themselves to get into the U.S. ETF and ETP space, according to a report released Thursday by ETFGI.
How Investors Can Grab ‘Return Gap’: Research Affiliates’ Hsu
Jason Hsu tells Morningstar ETF audience that human behavior pushing investment flows is largely to blame for investing underperformance.
The ETF Generation Gap
"Millennials are doubling down on ETFs," says Schwab’s Heather Fischer.
The Low-Growth World Ahead: Vanguard’s Chief Economist
Slow global growth will be “the defining trend of our lifetime,” says Joe Davis, Vanguard’s chief economist.
Most Advisors Use Smart Beta, Whether They Know It or Not: Russell
“Defining ‘smart beta’ ... continues to be a point of confusion for financial advisors,” says a Russell report with several illuminating findings.