529 College Savings Plans Beat Benchmarks on After-Tax Basis
Before taxes many 529 college savings plans underperformed, but they topped comparable indexes when tax benefits were factored in, a study found.
High Speed, Low Drag: Combining High-Tech Risk Management With ETFs
Risk is the two-horned dilemma of financial advice.
Top Portfolio Products: Context Asset Management Rolls Out Alt Mutual Fund
Solactive AG launches MLP bond index, and SunGard introduced a fiduciary review tool.
Midstream Energy Infrastructure: A Growth Opportunity in a Low-Yield, Low-Growth World
Owning growing, high-quality midstream energy infrastructure investments will prove beneficial to investors' portfolios.
Top Portfolio Products: DoubleLine Plans Fund With Shiller Benchmark
Franklin Templeton adds four new target date funds; First Trust introduces international multi-asset diversified income fund.
The Ins & Outs of Using Managed Futures
The Barclay Commodity Trading Advisor Index may be one option for advisors and clients.
Week’s Top Portfolio Products: Altegris’ New RIA Shares; State Street’s Actively Managed ETFs
iShares creates new suite of corporate-bond ETFs; new ETF out from Market Vectors.
Stats Show Bond Fund Shift
Since the 2008 financial crisis, the intermediate-term bond category has grown from less than $500 billion in assets to nearly $930 billion.
Advisors Bullish on Markets, While Clients More Positive on Returns
The latest Russell survey of advisors also finds they have different portfolio priorities than their clients.
Bond Funds & Decoupling
Fewer than 12% of funds in the intermediate-term bond category managed to match or beat the return of its benchmark, Morningstar reports