Advisors Still Favor Active Management, but Preferences Are Shifting: Practical Perspectives
Of the 40% of surveyed advisors who changed allocations, most did so by increasing their use of passively managed investments, Practical Perspectives found.
Energy MLPs: Taking a Closer Look After the Oil Bust
Like Jon Snow on “Game of Thrones,” energy investors may feel like they know nothing after 2014, but here's what advisors need to know.
Top Portfolio Products: American Funds, Well Fargo Add New Series, Changes
Also, AccuShares adds ETFs that track VIX, while Lincoln Financial launches a universal life product.
Top Portfolio Products: UBS Adds REIT ETN; Global X Launches Beta ETFs
Also, Diamond Hill rolls out valuation-weighted exchange-traded fund, and Pomona Capital adds private-equity product.
Eaton Vance to Help BDs Cover Tech Costs of Its New Active ETFs
In an unusual arrangement, the firm will compensate broker-dealers for some technology costs related to sales of NextShares ETFs.
Fidelity: How Big, Cheap and Active Beats Passive
A basis point here, a basis point there, and pretty soon you’re talking real money.
Dividend-Paying Stocks May Be Riskier Than Many Think
"Some of the highest dividend-paying stocks tend to be some of the riskiest,” says Jim Cahn, CIO of Wealth Enhancement Advisory Services.
Currency-Hedged ETFs: Making the Case for U.S. Investors
For U.S. investors, gains in foreign stocks can be wiped out or reduced after those gains are converted into U.S. dollars.
Top Portfolio Products: New Funds from Matthews, Russell & U.S. Global
The fund families roll out products with a focus on airlines, social responsibility and multi-strategy investing.
10 Win 2015 SMA Managers of the Year Awards
Annual awards recognizing excellence in SMA investing revealed at Envestnet Advisor Summit, led by Cushing’s energy MLP strategy.