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.
4 Topics All Owners Should Be Thinking About
For an advisory firm to grow, owners must have time to think. When they do find the time, they should be thinking about these topics.
Active Mutual Fund Managers Clamoring to Offer ETFs: Cerulli
In particular, many of them are developing active or strategic-beta ETFs.
Motif Investing Gets $40M From Chinese Internet Leader Renren
Joe Chen, Renren founder, and Carl Stern, a former Goldman Sachs and Boston Consulting executive, will both join Motif’s board of directors.
Investors Embraced Passive Funds, Eschewed Active Managers in 2014
Morningstar’s recap of mutual fund and ETF flows shows passive funds led the way with $166 billion in 2014; active funds lost $98 billion.
In Search of the Best Financial Planning Software: NaviPlan
After a two-hour demo of NaviPlan, my decision on which financial planning software to adopt has gotten more difficult.
Top Portfolio Products: China Bond ETF From Global X
AssetMark adds donor-advised fund, while Franklin Templeton launches Social Security optimizer tool.
New Hire Roundup: John Mendez Nominated to Be SIPC Chairman
In another personnel move, Craig Anzlovar has joined Pioneer Investments as fixed income client portfolio manager.
Top Portfolio Products: First Trust Launches Eurozone ETF
Meanwhile, Global X adds two ETFs based on JPMorgan's Efficiente and U.S. Sector Rotator indexes.
Shelley Bergman: Portrait of an ETF Strategist
Morgan Stanley's Shelley Bergman is a master at investing in exchange-traded funds—and a critic of many of the industry's expanding offerings.