3 Reasons Why Advisors Must Address Political Anxiety With Clients
A Hartford Funds survey finds that most advisors agree client anxiety led to poor investment decisions last year.
Political Uncertainty Looms High on REITs’ Radar
Forty-four percent of the largest publicly traded REITs cite risk factors related to the Trump administration in their latest 10-Ks, a study finds.
Should You Outsource Your Investment Management?
Depending upon which studies you look at, somewhere between 25% and 50% of all advisors outsource some or all of their investment management functions.
MSCI to Add China A Shares to Emerging Markets Index: What It Means for Investors
The change could increase inflows into Chinese stocks and improve governance standards, but risks remain.
Target-Date Managers Expect to Offer Strategic Beta
Active managers can compete with passive ones on cost while keeping value-add tenets of active management, Cerulli says.
Socially Responsible Investing Starts With the Bottom Line
As mission-focused investing becomes more popular, advisors need to use a financial screen first when looking at potential investments.
Vanguard Preps to Offer Actively Managed ETFs
Analyst Todd Rosenbluth likens Vanguard's push into the active ETF space to an elephant in the jungle: “The other animals should take notice.”
The Build-A-Pension Trend
“Longevity risk” is such a concern that the IRS has eased rules that make it easier for clients to protect against the risk.
Investors Fail to Adjust Portfolios as Investment Landscape Shifts
Study finds older investors ignoring past market precedents in adjusting portfolios.
BNY Mellon’s Pershing Launches No-Fee ETF Platform: Portfolio Products
In other product news, Envestnet | Yodlee launched a personal financial wellness solution.