Advisors Should Consider Alternatives to Publicly Traded REITs
Given REITs’ limitations, consider a wider array of options for clients who have the ability and willingness to invest in less-liquid real estate alternatives.
How a Global Equities Manager Handles the Market’s Heat
Rick Schmidt of Harding Loevner discusses recent investments in the face of volatility.
Who Were the Best Robo-Advisors in Q1?
The first quarter of 2017 was good to robo-advisors, but several firms stood out for top performance across investment categories.
Hartford Funds Launches Low Volatility Multifactor ETFs: Portfolio Products
Also, Solactive introduces its Global Infrastructure Low Earnings Volatility Index.
Strike Three: Is Index Investing Really a Swing and a Miss?
Let me say right up front that I loved “Moneyball.” It’s the ultimate “revenge of the nerds” story.
Homebuyers, Sellers Both Raring to Go
Half of American adults say they plan to buy a home within five years, while sellers feel confident in finding a buyer, recent surveys find.
Who Will Be Hurt by Trump’s Plan to End State & Local Tax Deductions?
They live in high-tax counties in high-tax states that lean heavily Democratic, and they itemize their returns.
Nuveen Adds Real Estate Allocation to TDF Series: Portfolio Products
In other product news, VictoryShares launches Dividend Accelerator ETF.
What’s Best Investment Since 2000? Most Americans Guessed Wrong
Harris Poll survey finds widespread unawareness of the top-performing asset classes since 2000.
Inside the Big-Money Marriage of Simon & Sons, Massey Quick
The principals of RIA Massey Quick and family office William E. Simon & Sons talked to ThinkAdvisor about their recent multibillion-dollar merger.