Know Your ETF Constituents
Incorporating ETFs of any sort into a portfolio offers efficiency on many fronts, including better diversification, an easier client user experience and better leverage of a financial professional's time devoted to tasks needed to maintain and grow a practice.
Asset Managers: Want to Win Advisors’ Business? Show Them Your App
Advisors exposed to asset managers’ mobile apps, websites and webinars were more likely to consider working with those firms, a Cogent report found.
Gold or Miners: Which Investment Shines Brighter?
Owning gold serves different investing goals than owning mining stocks, a Morningstar analyst says. Which is best for your clients?
Advisors Wading Deeper Into Liquid Alts
The liquid alt strategy used by the greatest number of advisors is real estate, a Practical Perspectives report finds.
ETF Volume Does Not Equal Liquidity
Most advisors understand that ETFs are liquid, although some may simply apply their knowledge of stock liquidity to ETFs and assume that it is the same—but it is not.
Expensive U.S. Markets Highlight International Bargains
Twelve Points Wealth Management pursues international diversification as a major—and vital—portion of client portfolios, and doesn’t hesitate to pursue opportunities when they present themselves.
India, China Luring ETF Investors
Several emerging market ETF experts describe the opportunities for investing in emerging and international markets, like India and China.
8 Steps for a 2015 Portfolio Cleanup: Morningstar’s Benz
The mutual fund expert shares her latest tips for paring portfolios laden with too much "stuff."
Under the Hood: What You Need to Know About Bonds, Pt. 1: Types and Ratings
With rates likely to rise in 2015, here's how to understand the different types of bonds and what their ratings mean.
ETF Assets Hit Record With Huge November Inflows
Exchange-traded funds had their third biggest asset inflow in the product’s two-decade history, according to ETF.com.