How Active Investing Can Keep Portfolios Healthy: Osterweis
A white paper by Osterweis Capital Management points out that while passive investments go up with the market, they also go down with it.
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?
4 Big Trends You Can’t Ignore
The future always presents challenges, but also opportunities for those who are prepared.
How Advisors Can Understand, and Use, Smart Beta Strategies
A focus on 'improving the client experience' may well yield more innovation, especially in ETFs, says Tony Davidow of Schwab.
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.
Tony Davidow, ‘Equal Weight Evangelist,’ Brings His Message to Schwab
Shortly after hiring Tony Davidow as its alternative beta and asset allocation strategist, Schwab filed regulatory papers for a lineup of ETFs that will use fundamental indexes.
Bearish Bremmer, Bullish Bernstein Clash at IMCA Forum
Take your pick: the free markets are in their death throes, or we are in the middle of the biggest bull market we’ll ever see.
Top 25 Fastest Growing Mutual Fund Managers for 2012
Little surprise, star manager Jeff Gundlach's DoubleLine tops the list of the fastest growing actively managed fund managers, but who else made Strategic Insight’s list?
Vast Majority of Advisors Will Increase ETF Use in 2013: Guggenheim
Guggenheim Investments' Tony Davidow believes there's a good argument to favor actively managed fixed-income ETFs over actively managed equity ETFs.
RIAs Core of IMCA Growth Strategy, Board of Directors Say
“We’re moving forward as an organization, but we’re moving forward under change,” said Betsy Piper-Bach, IMCA’s chairwoman.