Beware: ETN Pitfalls Abound
ETNs have a number of benefits, but also shortcomings, including credit risk and taxation. It's important that advisors weigh ETNs' pros and cons to make the right choice for clients.
When Active ETFs Aren't Really Active
Because of the SEC's approval of transparent, actively managed ETFs, advisors can now select from an increasing array of passively and actively managed ETFs for building and maintaining client portfolios.
ETF-Using Advisors Embrace ‘Smart Beta,’ New Funds
In addition, more advisors are putting over half their AUM in exchange-traded products, a survey by ETF.com and Brown Brothers Harriman finds.
With BlackRock Exit, Who Will Fill Target-Date ETF Void?
ETF expert Ron DeLegge predicts Schwab market entry; meanwhile Ron Surz enters the marketplace with a loss-avoidant product.
Smart Beta’s Low IQ
Indexer Ron Surz blasts Rob Arnott, PowerShares, Russell and S&P, and says the bias toward value turns growth funds into "mush."
Advisors Focus on Financial Planning Needs of U.S. Military Members
Former Marine Rob Aeschbach says that for many young service members, concepts like saving and budgeting are alien, but advisors are stepping up.
Managed Futures and Fixed Income, Part 2: Odd Couple of Diversification
Managed futures offer significant diversification in portfolios holding not just high-yield bonds, but also for investment-grade and muni bond holders.
What to Expect When You’re Expecting … a Rate Hike
The endlessly discussed, yet-to-happen but highly feared Fed interest rate hikes are likely to be far more benign than investors imagine, Northern Trust says.
Rob Arnott Blasts ‘Smart Beta’ Imitators
Research Affiliates founder Rob Arnott jumps into the fray on the true meaning of smart beta, a term he views as "overused" and "ill-defined."
With Oil Prices Down and Demand Slowing, Are Energy Stocks a Good Play?
BlackRock's Russ Koesterich makes the case that energy company stocks remain attractive and deserve a place in the portfolio.