Advisors’ Favorite Value-Add Programs: Social Security, Search for Yield
American Funds and JPMorgan offer the most popular value-add programs while PIMCO falls off Top 10 list, new survey finds.
Top Portfolio Products: First Trust Rolls Out Tactical Commodity Fund
Innealta Capital offers fund of ETFs; new robotics/automation index from ROBO-STOX.
Cowabunga! Testing the Active ETF Wave
Actively managed ETFs are a fast-growing niche, rife with benefits and challenges.
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.
Top Portfolio Products: First Trust Launches Managed-Futures ETF
Global X offers an MLP and energy infrastructure ETF, while DMS Funds rolls out a Poland-focused index fund.
Top Portfolio Products: PIMCO, Vanguard Launch More EM Bond Funds
In addition, Vanguard says it will no longer accept new fund flows into the Wellington and Intermediate-Term Tax-Exempt funds.
How First Trust’s Wesbury Learned to Stop Worrying and Love the Sequester
The outspoken chief economist of First Trust Advisors is taking Nouriel Roubini, Bill Gross and others head on in his view of the sequester in a new outlook.
Portfolio Fix: MLPs and Positive Returns
Savvy financial advisors know that these days of high market volatility and low interest rates demand strategic thinking to help clients reap fruitful investment returns.
Rise of Brazil and the Beautiful Games
For Brazil, the 2014 World Cup and the 2016 Olympic Games are about more than just sports—they’re a chance to showcase that the country is worth investing in.
Niche solutions, cloud computing and growth in Asia are expected to buoy the tech space in an overall risky economy