These Are the Top-Performing Robo-Advisors Over the Past 2 Years
By Bernice NapachThe Robo Report compared the performance of balanced taxable portfolios for seven digital advisors.
January 17, 2018
Why Advisors Should Be Watching the Yield CurveAn inverted curve is an indication that a recession is coming, though not immediately, Schwab strategist Jeffrey Kleintop says.
January 10, 2018
9 Ways New Tax Law Could Affect Clients’ Estate PlansThe expanded estate tax exemption leaves many reasons to engage in estate planning, lawyers say.
January 02, 2018
Industry Icon Introduces Active ETFsThe new Vanguard products appear to be smart-beta products; they overlay factors, such as value or minimum volatility, onto a passive index.
December 29, 2017
When Buying Smart Beta ETFs, Know What You OwnLook beyond the labels like low vol and momentum to know the underlying holdings of these funds, say analysts.
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.