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8 factors driving explosive ETF growth

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

Article Delivering on smart automation

With so much client data at your fingertips, how can you harness its power to deliver better service

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Financial planning September 13
Managers skeptical of projected robo advisor growth

Nearly 17 million investors will use the technology by 2021, a rise of 1.8 million compared to last year, Aite says.

ETFs Amanda Schiavo September 20
Pax World acquired sustainable investing deal

The market is estimated to be worth over $8 trillion in the U.S. alone.

Asset management Suleman Din September 18
Magazine Record ETP growth may mean lower fees

Sept. 18: As the alternatives market expanded 28.4% over the last year, analysts say fund costs will trend downward with time.

ETPs Editorial Staff September 15

The Latest

Long Treasury ETF posts record inflow as Fed taper approaches

The iShares fund reported $4.36 billion in new money as yield rose and the Federal Reserve prepares to shrink its balance sheet.

ETFs September 19

ETFs September 19
Millennials ‘jumping up and down’ for ETFs

To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.

ETFs Andrew Shilling September 18

ETFs Andrew Shilling September 18
Scorecard: Mutual fund flows for the week ending Sept. 6

Data reported by the Investment Company Institute.

Mutual funds September 15

Mutual funds September 15
MiFID spurs new deals in survival quest

These turbulent times of regulatory upheaval have raised the existential question of how to adapt and protect profitability.

MiFID September 15

MiFID September 15
How Irma changed the world's top performing quant

After spending a week holed up with several dozen employees in a New York hotel, the $1.4 billion hedge fund manager returned to Florida with a new focus.

Quants September 14

Quants September 14

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Voices

Meeting the ever-increasing volume of data needs

Domenic Ionadi
Strategic Account Manager
Confluence

Operational challenges and strategic initiatives are at a crossroads.

Financial regulations July 18
Expansion plans? Here's what firms should read

Dan Sondhelm
CEO
Sondhelm Partners

Marketing and sales strategies are better received when firms provide information advisers are actually seeking.

Digital marketing July 17
The age of advice manufacturing is here

Rob Foregger
Co-founder
NextCapital

There is a shift from selling impersonal financial products to delivering personalized, outcome-based solutions at scale.

Reinvent Wealth March 29

Data & Research

Funds with highest 3-year Sharpe ratios

Clients focus on returns, but advisers need to add “risk-adjusted” to their thinking.

Solid returns and low volatility: Top ETFs

Over $14 billion flowed into the low-risk ETF category in the first half of 2016.

10 investing lessons of the century (so far)

This year has been a wild ride for clients and advisers, and it’s only just begun. Here are some things to keep in mind as advisers craft portfolios for the rest of the epoch.

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Financial Planning