When Buying Smart Beta ETFs, Know What You Own
By Bernice NapachLook beyond the labels like low vol and momentum to know the underlying holdings of these funds, say analysts.
May 03, 2017
These Are the 2017 SMA Managers of the YearInvestment Advisor and Envestnet | PMC announced the winners of the 2017 SMA Managers of the Year at the Envestnet Advisor Summit in Dallas on Wednesday.
April 03, 2017
Envestnet's Jud Bergman on the Kasparov Principle"Humans plus machines deliver better outcomes" than either alone, says the Envestnet CEO.
March 29, 2017
Manulife Names Gori PresidentOne of Gori's direct reports will be Craig Bromley, head of the US division
February 01, 2017
3 Steps to Beating the Market With Smart Beta Investing: ReportAccording to a Research Affiliates paper, "only a handful of factors represent genuine future return opportunities."
January 27, 2017
Smart Beta: Which Strategy Works Best Over Time?At the Inside ETFs conference, a panel of experts and a new report from Schwab try to tackle the issue.
November 11, 2016
Veteran D.C. lobbyist picked to lead Trump's labor teamPresident-elect Donald Trump has named J. Steven Hart, a longtime Washington lobbyist who focuses on tax and employee benefits, as the leader of his labor transition team.
September 26, 2016
Top Portfolio Products: First Trust, Amplify and Van Eck Introduce ETFsNew ETFs include sector and dividend-paying stock funds as well as municipal bond funds.