The Retirement Time Bomb No One’s Talking About ... Yet
Pension consultant Ron Surz warns that masses of retirement portfolios are due to blow up, just like they did in 2008, because of inappropriate risk levels in target-date funds.
Arnott’s Value Firm Grabs Momentum ‘Hot Potato’ in Paper
The risk of a portfolio blowup is high, says Research Affiliates, but momentum investing could improve returns as a short-term add-on.
REITs Beat S&P for Dividend Yields
Some real estate sectors are keeping up with the S&P 500, and others are topping it thanks to generous dividends, according to NAREIT.
76% of Advisors Use ETFs With Mutual Funds: Virtual ETF Conference Poll
At ThinkAdvisor’s virtual ETF conference, a quick poll found that the vast majority of advisors now use some ETFs along with mutual funds and other vehicles in their client portfolios.
Most Advisors Say Alts Just as Crucial as Traditional Assets
More than half of advisors say that alternatives are as important, or more important, to a portfolio than traditional assets, a Morningstar study says.
Advisors Struggle to Understand ETF Liquidity and Trading
When it comes to knowing how ETFs work, advisors have the hardest time understanding liquidity and trading, according to Cerulli's latest research.
Equity Funds (Barely) Stay in Black as Bond Funds Plummet in Q2: Lipper
While commodities specialty funds had a stellar second quarter, precious metals fell more than 35%, according to the research group.
ETFs Got You Down? AdvisorIQ Is Here to Help
New platform from CLS Investments provides industry insight, trends and profiles of successful ETF advisors.
Gold Gets Blamed for Record Commodity ETP Outflows
A sharp decline in the price of gold and large outflows from gold ETPs caused commodity ETP assets to drop to their lowest level since Q2 2010, says ETF Securities.
Equity, Bond Flows Bounce Back in Early July
New views on quantitative easing bring investors back into the markets, EPFR Global reports