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.