Envestnet’s 2015 Advisor Summit Makes Clients the Focus
Coach K, Duke University’s legendary basketball coach, is one of many special guests at this year’s upcoming Envestnet Advisor Summit.
Should Mutual Funds Be Illegal?
There's a congealing regulatory view that index funds are Good and active management is Bad, Matt Levine writes.
Under the Hood: The History and Structure of ETFs
Not all exchange-traded products, especially ETFs, are created equal. Part 1 of what you and your clients need to know about ETPs.
Unclaimed Cash: Why Social Security Planning Can’t Be Ignored by Advisors
Advisors who don’t help their clients claim Social Security are leaving money on the table — and may face liability issues.
Gundlach, State Street Launch Total Return ETF
The SPDR DoubleLine Total Return Tactical ETF will include mortgage-backed securities and junk bonds.
10 Best Websites for Financial Advisors: 2015
Dalbar’s quarterly review reveals which fund company sites offer advisor-specific and easily accessible content.
Investors Continue to Shun Equity Funds, PIMCO
The SPDR S&P 500 ETF had a 12% drop in assets in January alone, according to a Morningstar report.
Top Portfolio Products: SSGA, Fidelity & Direxion Launch New ETFs
Meanwhile, Vertical Capital rolls out an MLP fund in cooperation with MAI Capital.
Are Actively Managed ETFs Really the Next Big Thing?
There are some benefits, yes, but also some drawbacks that mitigate the cost and tax benefits of traditional ETFs.
ETF Plans for American Funds, GAMCO Move Forward
The two groups will join a crowded field of exchange-traded funds. Both plan to offer nontransparent ETFs.