Vanguard Sees Flood of Advisor Assets, Now at $1.3 Trillion
Money from brokers and independent advisors now account for about one-third of Vanguard’s total assets and about 50% of this year’s inflows.
ETFs Gather Record Assets in Q3: ETFGI
Assets invested in exchange-traded funds and products hit new highs at the end of the third quarter, ETFGI reported.
Why Buying Mutual Fund Winners Can Hurt Portfolios: CFRA
Todd Rosenbluth, director of ETF and mutual fund research at CFRA, explains why funds can lead, then lag over a short period of time.
Goldman Says U.S. Bondholders Risk a $1.1 Trillion Hit if Rates Spike
A 1% increase in interest rates could inflict such a mega loss in the Bloomberg Barclays U.S. Aggregate Index, according to Goldman analysts.
REITs Poised for More Gains, Driven by Demographics
Millennials and seniors are seen as key drivers for the REIT market, underpinning demand for multi-family housing and senior care facilities.
Top Portfolio Products: A Whiskey and Spirits ETF; Target Date App for DC Plans
WSKY invests in global companies that earn much or some of their revenue from the production of alcoholic beverages.
SEC Imposes ‘Sweeping’ Liquidity Rules for Mutual Funds, ETFs
In what Mary Jo White called a “transformative” change, funds will need to report to the Commission on their holdings.
Zacks Rolls Out Actively Managed Robo-Advisor
Zacks Investment has launched an actively managed robo-advisor that uses its own research, ETFs and a tech platform developed by Schwab.
Sizing Up Where Clinton & Trump Invest Their Money
Looking at the candidates’ personal portfolios based on financial disclosures filed with the Federal Election Commission.
Top Portfolio Products: Envestnet Launches DOL Compliance Solution
The platform enhancement is designed to help advisors comply with the new rule as part of a "seamless wealth management process."