Five Facets of a Secure Retirement
There are two primary risks typical investors face in managing their retirement portfolios.
Top Portfolio Products: New Corporate Bond ETF From iShares
Global X launches MLP ETF, and AdvisorShares plans Global Echo sustainable ETF launch in May.
Target Funds Post Strong Q4, Inflows
Last year ended with a strong quarter as U.S. equity markets recovered from a tough third quarter.
New Hire Roundup: Conley Rises at SEC
This week in new hires, Michael A. Conley was named deputy general counsel in the SEC’s office of general counsel. Also, Scott L. Lummer was named CIO and head of Savant Investment Group’s new Santa Rosa office.
Top 6 Portfolio Products: Merk Currency; Invesco Bond Funds Launched; Goldman Shuts Alpha
Fidelity just offered new searchable fixed-income research, and S&P said it will soon present its second annual mutual fund excellence awards.
Morningstar Adds ETF Offerings to Its Managed Portfolios Platform
Morningstar announced a suite of new offerings on Thursday on its Morningstar Managed Portfolios platform, a fee-based, discretionary investment management program offered through financial advisors.
Hedge Funds? Forget It, Say ETF Experts. Try Replicating Them Instead.
IndexIQ CEO Adam Patti works with RIAs to create new ETFs, including ones that replicate hedge funds, but at a much lower cost.
Five Steps to a Successful Retirement Income Strategy
Envestnet/PMC’s Henkel says little thought is given to sources of retirement income.
Peng Chen Promoted to Head Morningstar’s Investment Management Operations
Peng Chen, the Ibbotson Associates president, was named Wednesday to the new post of president of the Chicago-based company's Investment Management division.
At Retirement Income Symposium, Henkel’s Shopping List
Michael Henkel likes to say that "Retirement is the most difficult investment decision an advisor will ever make"; and in his keynote speech at the Retirement Income Symposium in Chicago on Monday,he laid out the scope of the challenge and the opportunity for advisors.