- 401(k) plans
- Business Transitions
- Charitable Giving
- Estate Planning
- Practice Management
- Retirement Income
- Retirement Planning
- Social Media
- Tax Planning
- Variable Annuities
- Women in Planning
- Alternative Investments
- Fixed Income
- Mutual Funds
- Real Estate/REITs
- U.S. Equity
- White Papers
- B/D Profiles 2014
- B/D Recruitment Center
- Custodian Profiles 2013
- Fixed-Income Supplement
Returns on water-focused funds have been solid, if unspectacular, but they cover a distinctive and vital niche.
Seven new providers and a total of 65 new ETFs join Schwab’s commission-free program.
One of Europe’s largest ETF providers is set to launch its first U.S. ETF, and has plans for more down the road.
With the U.S. dollar expected to keep strengthening, currency-hedging ETFs can help U.S. investors mitigate risks in overseas investing.
The regulator spotlighted a host of risks associated with investing in less-developed markets.
The ETF strategist company said U.S. regulators were considering a civil action against the firm over performance claims made in advertising materials.
The fund takes a disciplined duration approach with its portfolio of mortgage-backed securities.
Investors are putting money into real estate companies outside the U.S. at a record pace as interest rates recede, economies expand and opportunities remain to buy assets at discounts.
Investors pulled cash from the Pimco Total Return Fund for a 16th straight month in August, while the ETF version of the fund saw continued inflows.
By later this year, a slew of nontransparent ETFs may be introduced.
Financial Advisor Blogs
Portfolio Manager Insights
An "endowment" spending approach may help retired clients preserve the value of their portfolios, says Jan Blakeley Holman, director of advisor education at Thornburg Investment Management. + Read more
"Business Adventures" by John Brooks is a collection of stories that shows there's still much to be learned from the way businesses conducted themselves 50 years ago. + Read more