Jeff Schlegel

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Why So Few Advisors Have Succession Plans

by Jeff Schlegel

Dealing with succession can be stressful and time consuming, and finding a firm’s proper proper valuation is key.

Bill Gross Leaves Pimco For Janus

by FA Staff

The so-called “Bond King” will manage the Janus Global Unconstrained Bond Fund.

Schwab Expands OneSource ETF Platform

by FA Staff

Seven new providers and a total of 65 new ETFs join Schwab’s commission-free program.

Source Aims To Be A Player In U.S. ETF Market

by

One of Europe’s largest ETF providers is set to launch its first U.S. ETF, and has plans for more down the road.

Schwab: Three Keys For Advisors To Attract Talent

by FA Staff

Compensation plays a big role, of course, but so does creating a path to equity ownership.

FlexShares Rolls Out MBS ETF

by FA Staff

The fund takes a disciplined duration approach with its portfolio of mortgage-backed securities.

Feeding A Healthier Economy

by Jeff Schlegel

The Slow Money Alliance provides capital it hopes will change the way people think about food, investing and the planet.

Monetta Funds Aren’t Just For Adults

by Jeff Schlegel

This family-run, no-load fund shop devotes considerable energy to advance the cause of financial literacy for kids.

WBI Investments Launches 10 Actively Managed ETFs

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The funds follow the same strategies employed in the company's separately managed accounts used by financial advisors.

Will Active ETFs Ever Catch On?

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They’ve been slow in coming, but a growing list of pending applications at the SEC indicates more activity in this space.

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