Joseph Lisanti

Proponents make them a standing core equity holding, but not all advisors are sold. One calls them "marketing schemes."

Amid a “rapidly increasing” number of ESG-aware clients, planners say the sector must clean up its act to survive.

A bull decade doesn’t necessarily mean a zero-sum next 10 years, planners say.

The price rise and concurrent yield slide on BB-rated bonds is giving some planners pause.

370 U.S equity smart beta ETFs on the market mean advisors can pick and choose when fine-tuning clients’ portfolios.

For clients’ portfolios that need international diversity, these funds focus on the region.

Each of these funds has its own way of adding high-octane assets into clients' portfolios.

After a decade-long bull market in U.S. stocks, rebalancing into international equities may make sense for some clients.

Still, some products with higher yields also have higher Sharpe ratios. Could that indicate better risk-adjusted performance?

Eleven of the 14 dividend-focused ETFs in existence 10 years ago beat a plain vanilla index fund.

Few dividend-oriented funds use this important metric to find stocks.

Brexit, worries about trade wars and rising interest rates have prompted a selloff in developed country stocks.

Some of the largest and fastest-growing economies in the world are still considered emerging markets.

Despite the array of potential options, a handful of names gets the most attention. Do your clients know the major differences in methodology and sector concentration?

Small company stocks stumbled in the very recent past but have outperformed over the long term.

Clients can find broad diversification or dividend growth, but it's tough to find both. Here are some ideas.

While diversification is important, more isn’t always merrier with these funds.

With stock selection pegged to 10-year Treasury sensitivity, can these ETFs work when short-term rates rise?

There are 148 ETFs focused on dividends. We looked at the eight cheapest, and then whittled even further.

Buffett can put cash to better use than paying dividends. But the majority of CEOs lack his skill so investors and their advisors should be happy when corporate boards pay shareholder dividends.