Most Advisors Use Smart Beta, Whether They Know It or Not: Russell
“Defining ‘smart beta’ ... continues to be a point of confusion for financial advisors,” says a Russell report with several illuminating findings.
Non-Transparent Active ETFs Are Coming
I believe that the SEC will eventually approve non-transparent active ETFs.
How the Wirehouses Embraced ETFs
Wirehouses and other large broker-dealers have emerged as key players in ETF distribution; big data and smart beta will drive the trend further.
IRA Rollover Boom Spells Opportunity for ETFs: Finke
ETFs provide modest advantages over mutual funds in IRAs, but they could provide significant advantages in taxable accounts when boomers take RMDs, Michael Finke writes.
Morningstar to Tackle Hottest ETF Topics at Conference
Among the topics where Morningstar wants to "rethink conventional wisdom" are active share, strategic beta, 401(k) mistakes and hedging currency exposure.
Top Portfolio Products: International Funds From Vanguard, T. Rowe Price
How two different mega fund companies hope to profit from investing in international stocks
Charlie Munger: Buffett’s ‘Abominable No-Man’
Author Tren Griffin tells ThinkAdvisor why Munger is the not-so-secret sauce in Berkshire Hathaway's extraordinary investing success.
LPL to Pay $3.2M Over Sales of Nontraded REITs, Leveraged ETFs
A settlement was reached with NASAA, Massachusetts and Delaware attorneys general.
Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 6: U.S. Intermediate-Term Bonds
No EM index funds met our criteria, so we jump to fixed income to see whether active or passive mutual funds make the grade.
SEC Wants to Stem Liquidity Risk of Open-End Funds, ETFs
The growing use of less liquid funds requires the SEC to "look anew at liquidity management," Chairwoman Mary Jo White says.