Investors Pile Into Energy ETFs
Investors poured $1.2 billion into energy-related ETFs during the first three weeks of March when oil prices fell 7.2%. Were they smart or foolish?
Volatility Doesn’t Mean Markets Won’t Move Higher
Big market moves can make investors nervous. But should they? Consultant Alexei Bayer and ThinkAdvisor's Gil Weinreich discuss.
Under the Hood: The History and Structure of ETFs
Not all exchange-traded products, especially ETFs, are created equal. Part 1 of what you and your clients need to know about ETPs.
Top Portfolio Products: Global X Adds Two Dividend ETFs
New York Life announced a fixed deferred annuity, while New York Life Retirement Plan Services added an enhancement to its mobile app.
Robo-Advisor Offers Your Clients a Free Second Opinion
SigFig’s algorithms will spotlight advisor "mistakes," including the use of funds costing as little as 50 basis points.
Vanguard Names New Chiefs of Advisor Services, Retail Investor Group
Thomas Rampulla will lead the Financial Advisor Services division; Karen Risi will head the $1.3 trillion retail group.
Schwab’s Robo-Giant Unleashed: Could It Help Advisors Gain Clients?
As Schwab launches its Intelligent Portfolios platform, project head Naureen Hassan tells ThinkAdvisor what to expect from the RIA version.
Advisors Wading Deeper Into Liquid Alts
The liquid alt strategy used by the greatest number of advisors is real estate, a Practical Perspectives report finds.
Janus Readies ETF; Edward Jones Pushes Back Fund Rollouts
Investors can expect a new fixed income fund led by ex-PIMCO chief Bill Gross and equity products from Edward Jones' Bridge Builder brand.
Under the Hood: Tax Treatment of ETFs vs. Mutual Funds
Despite similarities in taxation of the two, the structural difference and potential absence of long-term capital gains in ETFs makes them a compelling investment vehicle.