Instead of a broad stock index, should advisors consider ETFs weighted by dividend payments?
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.
Whats Really Behind the Proprietary Criteria for Indexes?
Investors looking to acquire dividend-oriented equity funds must navigate a number of portfolio options -- and a related set of challenges.
World's largest mutual fund company pulled in more than 90% of the more than $15 billion that investors poured into U.S.-listed ETFs in Q1, adding to fears that Vanguard is becoming a near monopoly.
U.S. stocks rose, sending the Dow Jones Industrial Average toward a record close, and Treasuries fell as a report showed U.S. companies added to payrolls last month. The dollar strengthened with copper and gold.
Investors of exchange-traded funds that buy U.S. government debt are signaling that economic-growth optimism is taking root.
Firms in the self-serve channel that can "combine delivery mechanisms" will be a "smart bet" going forward," predicts Tiburon managing partner Chip Roame.
Gun-shy and data driven, younger clients can pose a particular challenge. Here are 5 concepts to keep in mind.
Financial advisors who use active management may have a lower-cost option when considering actively managed ETFs but some advisors express doubts on the real value for clients.
Vanguard Group, the third- largest U.S. provider of exchange-traded funds, has asked regulators for permission to open actively-managed ETFs.
Investors are having a change of heart about U.S. consumer stocks, a sign their optimism about Americans' discretionary spending remains intact even after a January selloff.
Over a lunch of PB&J sandwiches, Vanguard founder John Bogle discusses the shift to passive investing, the rise in ETFs and the proliferation of indexes.
The index fund giant is now almost as large as the next two largest competitors combined. Advisors are starting to wonder whether its dominance could become a problem.
ETFs are still gaining market share, but of course they aren't all having a stellar year so far. Here are the five best- and worst-performing ETFs so far this year based on data from Morningstar.