ADVISOR SERVICES
ADVICE
- 401(k) plans
- Annuities
- Business Transitions
- Compliance/Fraud
- Economy
- Education/529
- Estate Planning
- Insurance
- Practice Management
- Retirement Income
- Retirement Planning
- Social Media
- Tax Planning
- Women in Planning
INVESTING
- Alternative Investments
- Analysis
- Commodities
- ETFs
- Fixed Income
- Green
- International
- Mutual Funds
- Real Estate/REITs
- U.S. Equity
RESEARCH
MORE SERVICES
ETFs Articles
Gold ETF Sellers Facing Tax Surprises At 28% Capital-Gains Rate
by Bloomberg NewsInvestors who dumped shares in gold ETFs amid the biggest selloff in the metal in four years may be in for a shock: Capital-gains taxes are higher than for stocks and bonds.
JPMorgan Packages Notes Linked To Bank Loan ETF
by Bloomberg NewsJPMorgan Chase & Co., the largest structured notes issuer in the U.S., is capitalizing on growing investor appetite for risky assets by selling securities betting on corporate debt.
The Strategic Benefits Of ETFs
by Maureen Nevin DuffyThe growing use of ETFs enables financial advisors to fulfill a strategic, active management role over client portfolios in a time- and cost-efficient way.
Investors Piling Into Short-Term, Fixed-Income ETFs
by Juliette FairleyThese vehicles are seen as protection against the inevitability of rising interest rates.
ETFs To Play The Chinese IPO Boom
by Daniela PylypczakRecent developments from China’s security regulator may provide some intriguing investment opportunities in that country’s expected IPO boom.
Three Things To Consider With Active ETF Investing
by Aaron LevittThere’s much to like about active ETFs, but investors need to balance risk, reward and costs before investing.
Bonds Dominate Active ETF Space
by Jeff SchlegelActively managed ETFs are growing in number, but active equity-based funds are slow to catch on.
Alternatives To The 20 Most Popular ETFs
by Michael JohnstonThe largest ETFs are popular for a reason, but investors willing to dig a bit deeper can find exciting alternatives.
How To Find The Best MLP ETF
by Stephen SimpsonETFs focused on master limited partnerships both diversify the risk and provide a simple Form 1099 to investors instead of a K-1.
Multi-Asset Class ETFs Producing Total Return And Yield
by David StermanThese one-stop shop funds employ asset diversification and seek to produce enhanced risk-adjusted returns.
Financial Advisor Blogs
Portfolio Manager Insights
Expert Views
-
Five Ideas To Create Opportunity
Retirement plan advisors have a tremendous opportunity to retain and grow business. + Read more
-
What Advisors Can Do To Encourage ‘Money Talks’
If you don’t prompt your clients to talk about money during life’s transitions, they can potentially lose their money and their family. Here are 15 questions you can ask to get them talking. + Read more

