At Schwab Impact, First Conversations Focus on Election and Profits
Jon Beatty, Jeff Kleintop and Greg Valliere tell advisors to watch for margin of victory on Nov. 8 along with corporate profits.
Top Portfolio Products: AssetMark, Fi360’s New Tools to Help Advisors With DOL Rule
In addition, Vestmark unveils a new robo platform and Envestnet to integrate with MoneyGuidePro.
The Great Landscape of ETF Opportunities
I’ve never been shy in this column about the burgeoning innovation and benefits emerging from within the ETF space.
Investing in Change: What Advisors Need to Know About Thematic Investing
As an advisor, you know that there's a strong correlation between client engagement and business growth.
Why Corporate America’s Debt Is a Major Risk
Société Générale says U.S. companies are “massively overspending” to finance buybacks, whose impact on stock prices is limited.
Vanguard Sees Flood of Advisor Assets, Now at $1.3 Trillion
Money from brokers and independent advisors now account for about one-third of Vanguard’s total assets and about 50% of this year’s inflows.
ETFs Gather Record Assets in Q3: ETFGI
Assets invested in exchange-traded funds and products hit new highs at the end of the third quarter, ETFGI reported.
Why Buying Mutual Fund Winners Can Hurt Portfolios: CFRA
Todd Rosenbluth, director of ETF and mutual fund research at CFRA, explains why funds can lead, then lag over a short period of time.
Goldman Says U.S. Bondholders Risk a $1.1 Trillion Hit if Rates Spike
A 1% increase in interest rates could inflict such a mega loss in the Bloomberg Barclays U.S. Aggregate Index, according to Goldman analysts.
REITs Poised for More Gains, Driven by Demographics
Millennials and seniors are seen as key drivers for the REIT market, underpinning demand for multi-family housing and senior care facilities.