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TPW Investment Management aims to provide alpha-generating ETF-based investment solutions.
June 15 -
There are 148 ETFs focused on dividends. We looked at the eight cheapest, and then whittled even further.
June 14 -
The once-hot investing strategy seems to have cooled off. Advisor Allan Roth hasn't lost all hope, however.
June 12
Wealth Logic -
Outliers aside, fundamental indexing is still more expensive than old fashioned capitalization-weighted indexing.
June 11 -
There’s only so many ways to mine this strategy and make money.
June 7 -
Some may be afraid to deploy cash into stocks now because they think the market will tank sooner rather than later.
May 31 -
When clients are too focused on returns, bring the discussion back to expenses.
May 23 -
The fund is expected to debut in the third quarter and will use an ETF of ETFs structure.
May 22 -
The average annualized return of the top 20 funds has been nearly 15%.
May 16 -
J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.
May 15 -
Investors slammed the sell button on passive products in February amid the return of volatility that saw a record jump in Wall Street’s fear gauge.
May 14 -
Vanguard, Betterment and Fidelity are among the clients of the tech giant's cloud computing platform.
May 11 -
The Elite Eight may be able to provide immediate diversification across more than one asset class.
May 11 -
They have time on their side, but compounding won’t work if they’re all in cash.
May 9 -
Treasury volatility and the latest dollar rally have hurt the sector over the past two weeks.
May 3 -
Muni funds should become more attractive under the new tax laws, say market observers.
May 2 -
Much of the industry animus toward robo advisors, writes veteran fintech analyst Davis Janowski, is rooted in frustration, envy, and fear.
April 25
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Investment firms are pushing into the country as financial reforms open access to an industry that’s expected to grow more than five-fold by 2030.
April 24 -
How can advisors best use the investment research firm's data to help clients?
April 23
Wealth Logic -
These retirement funds may all look alike, but can be very different when it comes to returns, asset allocation and expenses.
April 18














