Smart Beta Strategies More Popular Than Ever and Growing Rapidly: Survey
Allocations to smart beta strategies jumped from 36% to 46% in one year, according to FTSE Russell's latest Global Institutional Smart Beta survey.
Can Theme-Based ETFs Hack It in Portfolios?
Niche ETFs like HACK generally hold a limited number of stocks and have relatively high expenses, but they can be useful in certain situations.
Introducing Swell, a New Impact Investing Platform: Portfolio Products
In other product news, IndexIQ launches a small-cap ETF.
Who Were the Best Robo-Advisors in Q1?
The first quarter of 2017 was good to robo-advisors, but several firms stood out for top performance across investment categories.
Hartford Funds Launches Low Volatility Multifactor ETFs: Portfolio Products
Also, Solactive introduces its Global Infrastructure Low Earnings Volatility Index.
Ric Edelman — Media-Savvy Advisor: The 2017 IA 25
The former financial journalist, now author and TV and radio personality, founded an advisory firm that 30 years later has $18 billion in assets.
What’s More Tax-Efficient Than ETFs? Maybe a Tax-Managed Fund
Frank Pape, director of consulting services at Russell Investments, explains why advisors should focus on after-tax returns and favor tax-managed funds.
Most Markets Have Made All Their Gains for the Year: Wells Fargo’s McMillion
The head of global asset allocation strategy also says to expect more volatility and opportunities to make some tactical adjustments.
Morningstar’s April Winners and Losers
The research group raises its evaluation of seven funds while dropping ratings on 10 others.
Bond Market Pricing in 80% Odds for June Fed Rate Hike; 40% for September Hike
Odds for a September hike following a June jump have about doubled from a week ago.