Portfolio

Gen Y clients may have high standards and a different way of doing business, but they may also very well become the clients who will sustain an advisor’s company. For one, these younger consumers have more capital invested in the stock market through retirement savings plans than any prior generation did at the same age, according to Vanguard Investment Counseling & Research Group.

Guinness Atkinson Asset Management has re-launched its mutual funds website, streamlining the presentation of its investor resources such as each fund’s investment philosophy and approach, investment management team, portfolio details and fund literature.

US ETF assets totaled $1.3 trillion as of November 30, 2012 – up 24.2% year-to-date, according to State Street Global Advisors’ latest ETF Snapshot.

Armed with new executives and a new partnership with an RIA, the online wealth advisory and lead generation firm for advisors, is thinking expansion.

Determined to keep its 48-year-old firm’s “small, hometown feel,” Investors Security of Suffolk, Va., has decided to drop its own broker-dealer and affiliate with Securities America.

Fidelity Investments, the firm that lost its position as the biggest U.S. funds provider after ignoring exchange-traded products for years, is seeking to open an actively run ETF lineup starting with a corporate bond fund.

Mutual funds may have tough times ahead, in remaining the investment of choice for a new generation of Americans. Their bread and butter: Older investors. Their weak spot: Investors under 35.

Exchange-traded funds saw inflows of $15.6 billion in November to bring year-to-date inflows to $154.0 billion, putting them on track to match or exceed 2008’s record-setting inflows, according to data from Morningstar.

Financial advisors and investors now see value of investing in managed futures, particularly in times of market stress.

Financial advisors and investors now see value of investing in managed futures, particularly in times of market stress.