Jeff Schlegel

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ETF Outflows Set Record In August

by FA Staff

Fixed income and emerging market funds took hits, but Europe-focused ETFs saw inflows.

Measuring Risk Tolerance

by Jeff Schlegel

Advisors use different methods to align client risk with the right portfolio.

Advisor Starts Over, Wants To Make An Impact

by Jeff Schlegel

Mark Stempel sold his advisory firm last, but relaunched it this year with a focus on impact investments.

Do ETF Indexes Matter To Advisors?

by FA Staff

According to a recent survey of financial advisors and others, the answer is yes.

LPL Closes NestWise Unit, Which Focused On Middle-Class

by

LPL says its resources can be better deployed elsewhere in the company.

RIAs Going Organic

by

M&A activity among RIAs stalled in this year’s first half, as more advisors sought internal rather than external growth.

’40 Act Alternative Investment Funds: More Liquid, Less Profitable?

by

A recent study compares returns on alternative investments in liquid ’40 Act funds versus returns in private partnerships.

Can Managed Futures Regain Their Mojo?

by Jeff Schlegel

Recent years haven’t been kind to this alternative investment category.

Krane Launches Two Distinctive China ETFs

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The boutique asset manager’s new funds target China’s Internet market and the government’s current five-year plan.

Fidelity Files For 13 ETFs

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The mutual fund giant filed registration statements for 10 passive equity funds and three active fixed-income funds.

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