Under the Hood: Tax Treatment of ETFs vs. Mutual Funds
Despite similarities in taxation of the two, the structural difference and potential absence of long-term capital gains in ETFs makes them a compelling investment vehicle.
8 Ways Financial Planners Can Beat Their Competitors
The advisory industry is in a period of technological and demographic transition. Here are eight ways to come out ahead, according to SEI.
10 Ways Wealth Management Firms Can Beat Rivals: Mercer
Mercer identifies the strategies advisors need to improve investment results in a low-return environment, reduce risk and contain costs.
Better Odds Playing Powerball Than Picking Best Mutual Fund
Not only are the odds of picking the best funds low, investors who pick winners often dump them before their worth is proven.
American Funds: Right Kind of Active Management Can Trounce ETFs
An American Funds study discussed at Schwab Impact reveals two key traits that identify the best actively managed funds.
Retirees, Active Management and MLPs: The Future of ETFs
ETF professionals from Schwab, Global X Funds, ALPS and Alerian discussed where they expect to see future innovation in the ETF space.
Where Are All the Rational Investors?
In the last few decades, academics and practitioners have studied, defined and begun to exploit anomalies arising from human nature.
PIMCO’s ‘Secret’: Its Managers, Including Bill Gross, Still Trade Daily
PIMCO’s Jerome Schneider told Morningstar ETF conference attendees that the bond giant's portfolio managers, even CIO Gross, still spend much of their time trading.
Gene Fama to Keynote 5th Annual Morningstar ETF Conference
Strategic beta, emerging markets, active management and alternatives are among this year's topics, as well as a keynote presentation from economist and Nobel laureate Eugene Fama.
Why Retirement Planning Is Not for the Passive
With so many uncertainties regarding Social Security, annuities and the “4% Retirement Rule,” an active approach to planning is vital.