9 Ways New Tax Law Could Affect Clients’ Estate Plans
By Melanie WaddellThe expanded estate tax exemption leaves many reasons to engage in estate planning, lawyers say.
December 01, 2017
Advisors Asset Management Enters ETF Market With 2 Dividend ETFs: Portfolio ProductsBNY Mellon launches a multi-asset fund, and FTSE Russell launches two new ESG index series.
October 02, 2017
Goldman Starts Smart Beta ETF Price WarThe price war that had been raging among mutual funds, then spread into ETFs, has now spilled over into the smart beta ETF space.
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.