Smart-Beta ETFs: 3 Factors to Calculate Before Adding to a Portfolio
Still trying to understand what “smart beta” means for ETFs? Hint: it’s where active meets passive.
So You Want to Launch Your Own ETF?
With a strong idea, loyal clients or unique niche, today you could rightly say: “When I want to invest in an ETF, I launch one.”
PIMCO Outflows Aside, Bond ETFs Looking to Shine in 2015
Jeff Gundlach’s plan to launch a DoubleLine bond ETF will bring new competition to PIMCO’s Total Return.
Pershing Launches Retirement Plan Network for BDs, RIAs
Using NetX360 as its nexus, initiative will provide tools, resources and data to advisors serving DC retirement plans.
Top Portfolio Products: Incapital, Nuveen Launch Equity Unit Trust
First Trust moves fund to Nasdaq, as Main Street Financial rolls out software and an app.
Investors Embraced Passive Funds, Eschewed Active Managers in 2014
Morningstar’s recap of mutual fund and ETF flows shows passive funds led the way with $166 billion in 2014; active funds lost $98 billion.
Axel Merk: ‘There Is No Safe Asset Anymore’
In a provocative and wide-ranging interview, currency manager Merk says stocks will fall, cash isn't a haven and he "wouldn’t touch bonds with a broomstick."
How to Invest When Cash Pays Nothing, Dollar Is Strong and Oil Prices Are Sagging
I’ve been buying stock ETFs on dips and backstopping them with trailing stop orders, but is that enough?
Top Portfolio Products: PIMCO, Research Affiliates Add Strategies
J.P. Morgan Asset Management adds an ETF, and Nasdaq said it would buy the RIA and research firm Dorsey Wright & Associates.
Bob Doll’s 10 Predictions for 2015 on Markets, Economy
The Nuveen equities guru sees a good year for markets, though more volatility, with the highest GDP growth since 2005.