Rob Arnott and the Rise of Smart Beta
These strategies, developed by Rob Arnott, have attracted tons of money and adherents, but critics too. What does it mean for you and your clients?
Are Fundamental ETFs Better?
While traditional market capitalization weighted funds still rule the roost, ETFs that use alternative weighting strategies deserve attention.
Schwab Offers 7 Changes to SEC’s Money Fund Plan
Charles Schwab filed its comment letter Thursday, saying that while it “generally supports” the SEC’s plan, it has a “significant number of concerns."
Schwab to Launch 6 Fundamental Index ETFs
“We know RIAs have been waiting for these ETFs, and we’re excited to deliver them,” says Charles Schwab Investment Management President Marie Chandoha.
Top Portfolio Products: LPL Adds New Offerings to Wealth Platform
MFS rolls out equity income fund and more product-related developments.
Schwab Slashes ETF Fees Up to 59%
Schwab CEO Walt Bettinger says price cuts were not a “temporary response” or a “marketing strategy.”