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.
TD Ameritrade’s Schweiss Named Fiduciary of the Year
Past winners include David Tittsworth, W. Scott Simon, Ron Rhoades and Eugene Maloney.
For Product Providers, Wirehouses Still Rule: Cerulli
Though wirehouses' market share is declining, they still hold the biggest share of assets, so product providers must adapt to their changing needs, Cerulli says.
Deconstructing One Broker’s Take on a Fiduciary Standard
A broker responds to my March column for investment Advisor on the fiduciary standard and makes some good points. And some not-so-good points.
The Great Mutual Fund Comeback
The six major fund categories have returned an eye-popping 21% a year on average since March 9, 2009, when the markets hit 12-year lows.
New Hire Roundup: Morningstar Names HelloWallet Founder Head of Innovation
Meanwhile, Merrill adds a former UBS team in Texas.
Janus Readies ETF; Edward Jones Pushes Back Fund Rollouts
Investors can expect a new fixed income fund led by ex-PIMCO chief Bill Gross and equity products from Edward Jones' Bridge Builder brand.
Edge 401(k) Funds Offers Personal Money Coach to Participants
A new 401(k) offering combines managed funds with personal guidance from a "money coach."
7 Smart Beta Questions, Answered
Research Affiliates' Jason Hsu explains what alternative indexing means, how it differs from traditional investing, and why it might be smart to get some.
At TD Ameritrade Gathering, Technology, Trusts, Diversity—and Blue Jeans
TD Ameritrade Institutional's annual advisor gathering featured well-received addresses by people like Leon Panetta and Magic Johnson and a last-night party headlined by the Steve Miller Band.