The Future for Advisors: Morgan’s Paul Hatch vs. iShares’ Mark Wiedman
At Morningstar ETF Invest, Hatch promoted long-term client relationship building while Wiedman stood for the brave new world of transparency.
Economy’s Been Down So Long, It Looks Like Up: Schwab’s Liz Ann Sonders
In her keynote speech at the Morningstar ETF Invest conference, Sonders asserted that she’s a contrarian, so the pessimism she hears “is music to my ears.”
Morningstar ETF Conference to Bring Thought Leaders to Chicago
Now in its third year, Morningstar ETF Invest 2012 will bring thought leaders together for events that focus on where the rapidly expanding ETF market is headed.
Alternatives Stay on Growth Path
Advisors, asset managers and institutions are increasingly turning to alternative investments to help clients boost returns while supporting the growth of assets under management.
What’s Next in ETFs? Morningstar’s Burns Gives Exclusive Peek
Despite a recent promotion to mutual fund research director, Scott Burns sounds off on ETF space.
New Hire Roundup: Morningstar Adds to Fund Research Team
This week in new hires, Morningstar announced six appointments for its fund analyst research team; James Machuga joined Merk Investments; and Philipp Hildebrand was named vice chairman at BlackRock.
Bill Gross Touts PIMCO Total Return ETF at Virtual Summit
PIMCO CIO Bill Gross promoted the upcoming launch of an ETF-version of his PIMCO Total Return Fund at the ETF Virtual Summit, a four-hour online event held on Tuesday that was attended by nearly 1,000 advisors.
Fidelity Investments to Enter ETF Business
Fidelity Investments recently filed an application with the Securities and Exchange Commission to begin offering index-based exchange-traded funds.
Virtual ETF Summit to Bring Advisors Together Without Leaving Their Desks
The virtual ETF summit for advisors features keynote speakers, exhibitor booths and networking opportunities without requiring advisors to travel away from the office—and it’s free.
RIAs Prepare for Lower Risk Tolerance Among Clients
RIAs believe market volatility in the past 12 months has made clients more risk averse, according to an Invesco market research study released Wednesday.