Top Portfolio Products: Actively Managed ETFs From TrimTabs, AdvisorShares, ProShares
The new ETFs target stocks with strong cash flow and high dividends, Korean equities, oil futures and a socially responsible money market equivalent.
Morningstar’s ‘Must-Know’ Stats About Long-Term Care
There’s little dispute that the need for long-term care is on the rise with an aging population. Here are “must-know” statistics on LTC.
Singing, Diet May Help Delay Dementia Onset
Amy Florian, CEO of Corgenius, said “we don’t know the cause” of dementia nor do we have a magic bullet to prevent or reverse the condition.
When Clients’ Mental Capacity Diminishes: An Advisor's Role
If you haven't dealt with a client showing signs of diminished mental capacity, you will. Now is the time to prepare for that event.
Vanguard’s New Model for Retirement Spending in Low-Yield Market
Vanguard has developed a goals-based approach to retirement spending with a low-return environment in mind.
As U.S. Workers Struggle With Retirement Planning, Most Yearn for Advice: Transamerica
Baby boomers, Gen Xers and millennials face separate but significant challenges when it comes to saving for retirement.
Top Portfolio Products: First Trust, Amplify and Van Eck Introduce ETFs
New ETFs include sector and dividend-paying stock funds as well as municipal bond funds.
Morgan Stanley Gives Advisors Gender-Diversity Toolkit
The effort aims to equip FAs with more ways of serving clients interested in improving women's leadership and economic impact.
Investors Want Help, but Fear Being ‘Ripped Off’ by Advisors: Survey
Latest Hearts & Wallets poll finds many investors wanting to save more but mistrusting financial professionals.
Self-Directed IRAs: Avoiding DOL Fiduciary Rule Liability
The DOL fiduciary rule could increase the use of self-directed IRAs, but the role of the advisor does not end once a client chooses one.