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While many investors have revived their love affair with corporate bonds this year, one stands out: Pacific Investment Management Co.’s Bill Gross.

Vietnam’s First Domestic ETF Offering Doubles Fundraising Target

Advisors have shifted the focus to thinking about retirement in terms of income strategies rather than purely the accumulation of more assets.

Naming a spouse as the IRA beneficiary is often the default choice and has several advantages. However, other concerns might outweigh the benefits of a spousal rollover.

Most advisors target pre-retiree clients, but it is possible to build a thriving practice in the retirement income planning market even after clients stop working.

Content Marketing Challenges

Guest Viewpoint: Is Provider Satisfaction Enough?

While an advisor's job is to protect and hopefully grow his clients' assets, protection by use of liability insurance is another important component of retirement planning.

Writing options to increase cash flow might benefit clients who understand both the downside and upside risks.

By using income tax bracket arbitrage, some clients’ families will do better if the tax is paid sooner rather than later.

The flexibility and broad selection of a regular investment account could outweigh the tax advantages of a 529 plan for funding higher education.

As the nation's workforce trends younger and younger, asset management companies are joining other industries in trying to think outside the box toward attracting the next generation of fund managers, managing directors and other key employees.

Maintaining adequate reserves of spending cash can ease retirees’ concerns about periodic volatility.

Employee Stock Ownership Plans can provide company owners with a long-term exit strategy that offers cash flow, tax advantages and an opportunity to pay back employees.

With inflation so low for so long, have you considered the dangers of even modest increases to clients' portfolios?

Some 49% of Americans end up retiring unexpectedly. How do financial planners best help clients in this situation refashion retirement plans?

Stocks with significant yields can offer upside potential plus tax advantages at all ages and income levels.

As ETF sponsors develop their marketing plans, the issue of which customer segments to focus on is a critical one.

There's an art to using social media and digital forums to build relationships and to amplify your voice. Thoughtful professionals in the mutual fund and ETF industry will think twice before they hit "submit."

Following Money Management Executive's inaugural Top Women in Asset Management Awards, three women from our list have been appointed to the Women in ETFs' board of directors and leadership team.