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Not every ETF launch works. But a team effort and a compelling idea can make an ETF a success in an industry where a handful of dominant firms and smaller players compete aggressively for assets.
May 5 -
MetLife, the largest U.S. life insurer, posted first-quarter profit that missed analysts estimates as investment income declined on a slump in hedge fund holdings.
May 5 -
Hiring advisers with a variety of backgrounds can result in a well-rounded team. Everyone is unique, but nobody can do what a group can accomplish together, says one program manager.
May 4 -
These top bosses have kept their advisers focused during a difficult year for the bank channel and increased business to boot. Read about their strategies and insights
May 4 -
Program managers bridge the gap between banks and their advisers and today they're facing more challenges than ever. The best look for champions, call meetings and talk a lot.
May 4 -
Honest communication can make a big difference in preventing people from quitting during management upheavals.
May 4 -
Low rates may prove a more enduring challenge than even MetLife Chief Executive Steve Kandarians fight against government regulation.
May 3 -
The trio expressed confidence in their ability to weather the impact of the rule on their wealth businesses during recent earnings calls.
May 2 -
Jon Xu, chief technology officer and co-founder of FutureAdvisor, says the financial industry has only begun to tap the data available to it.
May 2 -
Gregory Nassour helps run almost $100 billion in U.S. bond mutual fund money -- but there's a reason you've never heard of him. He works at Vanguard and shuns the limelight.
May 2 -
As clients live longer than ever anticipated, advisors face new challenges in helping them prepare for the future.
May 2 -
The sector has been in a slump of late, but these funds have bested the S&P 500 over time.
May 1 -
Use fund clones or computer-simulated models to emulate the Buffetts of the world.
May 1 -
Here are three ways advisors can reduce execution risk and edge ahead in a beta-driven world.
May 1 -
Leveraged ETFs aren’t for most clients, but they may work for short-term hedges.
May 1 -
From just one in 2006, there are now many high-yield, dividend growth and total dividend funds.
May 1 -
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Hot funds can turn cold. Is big, broad and boring the way to go?
May 1



















