Mutual funds and ETFs with overlapping holdings cloud the waters for rules aimed at tax-loss harvesting in individual securities. Be sure you're not putting clients at risk.
An increasing number of emerging markets players are paying dividends -- and seeing higher average returns than non-payers.
Openfolio has quickly grown into a community of more than 25,000 investors, all drawn to the idea of seeing what various members are investing in and comparing portfolios to measure how they are doing.
After years of low interest rates and rising stock markets, once-conservative strategies might actually be putting investors in risky situations. Here's where some income investors are going wrong.
Gold's traditional role as a store of wealth has been usurped by contemporary art and apartments in cities such as New York and London, according to Laurence D. Fink, head of the worlds biggest asset manager.
Because the various fund sponsors report data inconsistently and often with delays, it's hard to get a clean comparison between rival offerings.
With the following funds up more than 25% in three months, clients may be eager to get in. But advisors won't be so easily swayed.
Investors dumped ETFs that invest in bonds ahead of yesterday's Fed statement on concern officials would get closer to raising interest rates.
Big names in the bond industry have lent their names to actively-managed ETFs, betting their reputations will translate into investor interest. But active management's recent record against index funds makes it a tough sell for some.
Instead of a broad stock index, should advisors consider ETFs weighted by dividend payments?
One sector flips a truism for dividend investing. See some of the ETFs that let you invest in it.
After suffering continuing losses in his prior role as manager of Pimco, Gross now sees his first month of net withdrawals at Janus Global Unconstrained Bond Fund.
Municipal bond sales in the U.S. are set to increase in the next month while the amount of redemptions and maturing debt rises.
The strong launch of an ETF with Jeffrey Gundlach's name behind it demonstrates there is room for more growth in actively managed ETFs, industry observers say.
An inside look at the ETF business of a Morgan Stanley advisor turned asset manager.
Some fixed-income funds behave like equities, failing to give sufficient downside protection to a diversified portfolio.
Where should advisors look for dividends in the stock market? Here's a closer look at what S&P 500 sectors yield, how dividends have been growing (or shrinking) in relation to the overall market, and what percentage of stocks in the sector provide a dividend.
For dividend investors, who have traditionally found a haven in the sector, a plunging oil price may actually represent an opportunity.
Vanguard Group plans to offer its first ETF focused on the $3.6 trillion U.S. municipal-bond market.
In 2015, much of the industry's growth outlook will depend on how competition fares between the cascade of funds entering the market, currency hedging and smart beta trends, and the momentum new non-transparent ETFs can gain with investors and offerings.
The largest U.S. ETF that tracks mainland Chinese stocks posted a record eighth week of inflows amid speculation that easing of monetary policies will help extend equity gains in Asias biggest economy.
The ETF industry in the U.S. has finally broken through the $2 trillion dollar milestone, demonstrating the products surge in popularity with investors. Through December 22nd, assets have increased 18% in 2014 from $1.698 trillion to $2.007 trillion based on positive market performance and net new assets.
F-Squared Investments agreed to pay $35 million over U.S. regulatory claims that it misled investors about the performance of a trading strategy used by exchange- traded funds.
Advisor, beware: Funds that use complex, hedge style methods may not be appropriate for client retirement accounts.
A change in S&P Dow Jones investment classifications has the potential to change both the makeup and the perception of some dividend-focused ETFs.
With ETF assets now poised to cross the $2 trillion mark in the U.S., industry experts discuss the rapid growth, innovation and market acceptance of exchange traded products in the last decade.
Calling it a good investment, Northwestern Mutual completed its $2.7 billion sale of asset manager Russell Investments to the London Stock Exchange Group after 15 years of ownership.
An analysis compares portfolios built using 'smart beta' indexes against those whose components are weighted by market cap. See the results.
John Jacobs, executive vice president of global information services at Nasdaq and pioneer of the QQQ ETF, reflects on the growth of the ETF industry and shares his predictions on upcoming trends.
Retirees may start their search by visiting Medicare's website where they can compare facilities; plus, a moderate retirement saver portfolio for young investors and eight things investors should be thankful for.
Changes in the industry confront asset managers on several fronts. Michael Rawson, an analyst covering passive strategies on Morningstar's manager research team, shares his expectations on the outcomes these industry shifts will bring.
Investors should weight the cost of paying debt with savings versus the gains from keeping the money in their retirement account; Plus, how to bolster low retirement savings, and when to consider high-yield funds.
The Denver-based association announced Friday that it has grown in 2014 to more than 10,000 members and certificates worldwide.
How will clients react when specialized products underperform well-known benchmarks?
Janus Capital is making waves in 2014 as it tries to climb toward the top of the asset management industry mountain.
Do the instruments make sense in an low-rate environment? And if so, should you build them in-house? Get tips from fixed-income experts.
Even with $360 billion invested in smart beta, industry heavyweights say that more education is needed to make public aware of the strategies.
Janus Capital Group, which hired Pimco's Bill Gross last month, said it agreed to buy VelocityShares for at least $30 million to expand in exchange-traded products.
Abigail Johnson has climbed the ranks of Fidelity Investments, the company started by her grandfather in 1946, over more than 25 years, starting as a stock analyst and working her way through almost every major division.
Pimcos pain isnt Bill Grosss gain, at least not yet.
Now that 5-year performance data is available, advisors can compare performance for the ETFs.
A study of how various asset classes fared during 15 years of low inflation offers some surprises.
Investors betting on a rebound in Russian stocks are piling into the benchmark exchange-traded fund for the market at the fastest pace in six months.
How to survive 4 major retirement hazards; Picking the 'right' hedge fund involves more than looking in the past; ETFs should be in your 401(k), says Morningstar
A new classification system from Morningstar is intended to help advisors and investors better identify, compare and analyze these active exchange-traded products.
Some managers may out-perform short-term, but "you can't tell good luck from good skill, or bad luck from bad skill," the Nobel winner says.
Clients often place too much importance on high performance and not enough on consistent returns.
What to call funds that can invest in almost any liquid asset in the world?
How to avoid investment bubbles; Real estate's rebound retracts; Warning signs of a 20% tumble in the market
Wealth gap lasts into retirement years; Will federal retirement wipe out Social Security benefits; Never too young to start saving for retirement
Do you have the best or worst 401(k) plan; 7 deadly sins of retirement; How to avert a Casey Kasem-type drama
While there has been rapid growth in U.S. ETFs over the last few years, there has been almost exponential growth of these products worldwide.
The top three players Blackrock, State Street and Vanguard currently dominate U.S. ETF market share, holding more than 80% of total assets as of mid-2014, a percentage that has remained relatively unchanged since 2012.
Some advisors have found that covered calls outperform bonds and provide savvy selling strategies.
Offering just one solution, even if you're an expert on that strategy, will limit your flexibility.
Most of the worlds economic growth will come from outside the U.S, yet most American investors are still under-diversified in international assets.
"Smart beta" ETFs are attracting funds from both active managers and passive indexes.
BlackRock, the biggest provider of exchange-traded funds, is ramping up its fight with Vanguard Group for U.S. retail investors by doubling the number of funds in its low-fee core series.
Financial advisor use and recommendation of ETFs is continuing to grow, outpacing all other investment vehicles surveyed by the FPA's Journal of Financial Planning and the FPA Research and Practice Institute.
BlackRock has spent three years crafting a new type of actively-managed exchange-traded fund that's stoked optimism in the U.S. for expansion of the $1.8 trillion industry. The world's biggest money manager is confident the product will work, except the market will be a dud.
BlackRock's Laurence D. Fink, who oversees the world's biggest exchange-traded fund lineup, said leveraged ETFs are a structural problem and have the potential to "blow up" the industry.